7130 results found
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2 votes
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3 votes
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QRCode
For verification purposes, we might need to make sure that the documents are legit. so it is beneficial if, every document signed, have its own unique QRCode, that when scanned will redirect to the documents page.
2 votes -
5 votes
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Export Field Data into CSV or Excel file
Allow for information put into fields to be exported as a CSV or Excel file.
139 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!
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Adding a note with document ownership transfer
Adding a note when you transfer a document
2 votes -
Document tasks
Create and track tasks for specific documents in-app
3 votes -
Financial Force
Integration with Financial Force
1 vote -
Salesforce Marketing Cloud
Salesforce Marketing Cloud integration
1 vote -
Different Header/Footers for Each Page
Option to set the different header/footers for each page or to delete the it at all.
146 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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More particular chat functionality ie: ability to chat on on section vs inline commenting
Customer would like the ability to have chat functionality but perhaps on one page or section. Similar to the inline commenting, however in order to inline comment, you have to suggest a change or correction to the document. Inline commenting without the correction to document would be acceptable as well and perhaps easier fix.
1 vote -
Signature stamp for frequently used signatures
Generate the ability to create a signature stamp.
e.g.
Signature Title: Accounting
Includes:
Brenda (signature and date)
Amanda (signature and date)7 votes -
5 votes
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Import drop down list for excel or PDF
Instead of having to copy and paste each item one by one from a huge list into the dropdown field, it would be great if you could import a list from an excel file, or something equivalent.
11 votes -
MD-Staff
MD-Staff integration
1 vote -
Change Email Title API
Change the title of an email using API
1 vote -
Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount
Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount
1 vote -
7 votes
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Option for a user to leave a workspace
Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own
6 votes -
Sync Pandadoc CPQ with Salesforce Pricebooks
We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.
5 votes
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