5967 results found
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Expiration date for each signer
The customer would like to have an expiration date separate for each signer. For example, if the first signer has to sign within a week because of company policy, and then there would be a second expiration date for the second signer.
13 votes -
multiple payers can pay specified amount on one document
The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document
7 votes -
Bulk/multiple approval of documents
To be able to approve multiple documents that were generated via bulk send feature.
6 votes -
Set default country details in Stripe
We are currently using PandaDoc to accept credit card payments via the 'Payment Block' synced to Stripe. We are able to set the default currency, but haven't been able to set the default country details.
7 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Centralized variable management
What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
How cool would it be if there would be a central page in settings called "Variables" where
You can create variables with set content.
reuse these variables across all your docs.
A variable could also be an image or a piece of content library contentIt is a simple yet efficient idea that would make our lives a lot easier.
7 votes -
Ability to See Attachments on Mobile App - Ios
Attachments should be supported when viewing or signing on mobile app.
15 votes -
Adjust / reduce the spacing (move closer) between two blocks
Ability to adjust the spacing between bullets and text
20 votes -
Saved Message Folder
I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.
4 votes -
default page size on the workspace level
Default page size for all new documents/templates to be set on a workspace level
5 votes -
private dashboard of docs that contained financial info
A private dashboard of docs that contained financial info so other users cannot see unless invited
8 votes -
Send documents with unassigned fields: No need to assign fields
to be able to send the document even with unassigned fields.
68 votesWe appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!
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Validation on 'Create Document' button on Salesforce
Need a way to have validation to prevent the "Create Document" button being clicked on Salesforce only until a text/picklist/checkbox field is "Approved" OR Ticked.
This is to prevent Sales Reps from creating documents until they finish up the pre-requisite process in Salesforce
3 votes -
3 votes
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1 vote
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Subsection in the pricing table
Subsection in the pricing table
1 vote -
1 vote
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1 vote
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Option to disable change status of documents for non admins roles
Option to disable change status of documents for non admins roles
- will allow the Admin [Owner] to disable the feature from non-Admin user role.
2 votes -
1 vote
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Data storage exclusively in Canada
Some customer's require storage to be localized exclusively within Canada
12 votes
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