7150 results found
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Document Bundling - completed document triggers bundle send to same recipient(s)
Would like the capability for a bundle to be sent upon a signed NDA.
Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.5 votes -
Display all recipients to each recipient
I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.
About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the…
5 votes -
Edit font size of signature field [Workaround in comments]
SIGNATURES SHOULD BE LARGER- AS THEY ARE ILLEGIBLE TO READ!
26 votes -
Lock down / restrict document editing after approval
Once a document is approved, lock down ability to edit the document before sending to the client.
Approval is to confirm finalization of the terms on the contract for the client.2 votes -
Documents created from a form should go to a root / general document list without a folder
documents created from a form should go to a root fonder (instead of the specific folder)
1 vote -
Default value in the field
To set up a default value in the field
2 votes -
payment option using Authorize.net to delay based on a value in Salesforce
payment option using Authorize.net to delay based on a value in Salesforce
1 vote -
ability to sign for a user and break in when a document/ signature is forwarded
ability to sign for a user and break in when a document/ signature is forwarded to another recipient
1 vote -
GET Documents by Sequence Number
Currently in Zapier and in the API documentation it says you can find documents via Sequence Numbers, but this is not the case. It would be incredibly useful to GET documents via API with a unique identifier such as Sequence Numbers. This way we can make a connection between Apps to find PandaDoc documents and associate them to other apps via automations.
3 votes -
Ability to change the red color of the 'Signer' next to the recipient email in the recipient list.
When a signer is assigned fields in a document, in the recipients list that recipient changes from the grey 'CC' to a red 'Signer'. Looking for the ability to change the color and use multiple colors there.
4 votes -
Mollie / Stripe with iDeal
Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!
14 votes -
Fix content library text field alignments when used in documents.
The alignment is way off. I had to move the text fields in the content template to make it line up properly on the document itself. I had to create and delete and test over and over just to make sure it matched properly for my co workers to use without an issue later.
1 vote -
Ability to select multiple pricing tables in zapier.
Ability to select multiple pricing tables in zapier.
5 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well.
While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months.
Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Embed a Document View Session will work with react
Embed a Document View Session will work with react
1 vote -
Bulk download documents: Save folder structure
Option to download all documents by folders, so the zip file has the same folders (documents structure) as in the account.
1 vote -
Ability to add a multiplier and apply it to both product price and hidden cost.
Ability to add a multiplier and apply it to both product price and hidden cost.
5 votes -
Ability to arrange and set a header and a footer that will be applied for each newly created template.
Ability to arrange and set a header and a footer that will be applied for each newly created template.
8 votes -
Account Messaging / Notifications for Admins Only
Display account notifications ton account owners/admins only. Don't want end users seeing past due warnings, etc.
9 votes -
Keep the hyperlink image in exported PDF
Hyperlink image in PDF
The image with hyperlinks works in PandaDoc but it is not clickable in PDF.
1 vote -
Open the hyperlinks from PDF in the different tab
Open the hyperlinks from PDF in the different tab as for now if you click on the hyperlink, it opens in the same window and you need to click back in the browser to get back to the PDF.
1 vote
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