7521 results found
-
Modify Billing notifications
Modify Billing notification on payment subscription
4 votes -
Conditional Content Based on Pages
Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.
11 votes -
Pass collect files field to CRM: Option to attached uploaded items on the document to the CRM
Option to attached uploaded items on the document to the CRM.
- Will include attached item in document when link to CRM.
1 vote -
Smart content: set a pricing table out of 3 as an automatic source of payment
When the pricing tables are added via Smart content, set up automatically which table will be the source for the payment.
2 votes -
Option to hide "resolved suggestions" in sent status
Use case: signer 2 is not able to see suggestions made by signer 1
Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).3 votes -
Change Default Signature Color
Would like to change the default signature color for recipients from black to blue
49 votesHi. 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! -
Multi-stage Approval Workflow for Approver Group
Approver A approves the document, only then it goes to Approver B for the final approval
7 votes -
1 vote
-
Document rejected notifications *sent to a document approver / rejected docs and notes to them visible in one place
Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well
5 votes -
webhook trigger for completed and expired documents
To be able to separate the webhook trigger for completed and expired documents.
10 votes -
Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objec
Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objects are populated with.
3 votes -
How can I set Pandadoc in order to pull the deal creator phone from Pipedrive?
How can I set Pandadoc in order to pull the deal creator phone from Pipedrive?
2 votes -
Improve Variable Input
It is time-consuming to place a Text Block and paste/type a variable inside of it. It would be helpful to place variables on a document without dragging text blocks to the document first.
3 votes -
Ability to add or attach a document / attachment to a completed document
Would like to have the ability to add W-9 and Banking instructions to a completed document.
20 votes -
Clear Signature and notify sender if recipient verification code was not entered correctly after the 3 attempts
If the Recipient did not enter the verification code correctly after 3 times, the signature field should be cleared. The recipient should have to resign the document again. The sender should also be notified that the code was not entered correctly.
2 votes -
2 votes
-
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 content blocks in place: lock 🔐 position without locking restrict editing
Ability to lock 🔐 block position without locking restrict editing
23 votesThe ability to lock content blocks without restricting editing is still needed. Reopening feature request.
- Don't see your idea?