7271 results found
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Set a Saved Message on the template level
Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message
49 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Title to appear twice inside the document automatically without adding another variable
Title to appear twice inside the document automatically without adding another variable
1 vote -
Within the square online store have Pandadoc Esignature documents required for signature at checkout
Ability to use PandaDoc in square online store.
1 vote -
5 votes
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Option to retain the values / info on fields once it is duplicated.
Option to retain the info on fields once the document duplicated..
- Will retain the value / info on fields when document is duplicated.
5 votes -
Receive a copy of email sent to client
The ability to see the initial email sent to recipients with custom messages.
2 votes -
Ability to set custom payment amount to PandaDoc Documents
Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.
We can set custom payment to document from PandaDoc site but not through public API.
15 votes -
Specify how the payment is made (ACH, Card)
Specify how the payment is made (ACH, Card)
6 votes -
Renewal Reminders to various recipients
A feature to reminder for renewals to various recipients will be great!
6 votes -
type the first letter to search through the list of the countries in the country code selection during the recipient verification
type the first letter to search through the list of the countries in the country code selection during the recipient verification instead of scrolling down to find the country
1 vote -
1 vote
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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cc'd recepient function not editable
cc'd recepient function not editable
1 vote -
Recipient actions in document tab
This is to see immediately who viewed or signed the document without opening the document
1 vote -
28 votes
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Link a document to Authorize.net payment
Option to link a document to Authorize,net payment
2 votes -
More connection between workspaces: Design options, themes, settings shared between workspaces
- themes and fonts available and shared across all workspaces
- swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
- shared settings for all the workspaces to better manage the account
52 votesAfter careful consideration and further analysis of this idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Option to support 3rd party digital signatures
Option to support 3rd party digital signatures
5 votes -
Automatically resize font in variables
Auto-adjust spacing or font size when variables are populated.
4 votes -
Send document directly from the Hubspot to the customers avoiding Draft option
It would be nice to send documents directly from Hubspot to recipients without editing them in PandaDoc.
3 votes -
1 vote
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