4072 results found
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Add configurable rules for variable names within a Template
Template creators may want to restrict the variable names that would be eligible within a template.
Desired level of the rule would be at the Workspace level, to apply to all of its templates.
Desired rule would be a white list of allowable names, with import/export features to ease maintenance.
9 votes -
Ability to choose a specific payment date for the recurring charge
Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.
27 votes -
To be able to manually change the document status of Approved documents
To be able to manually change the document status of Approved documents to Declined, Completed, etc
7 votes -
Being able to restrict editing some variables
I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.
1 vote -
Greater or Less than logic in smart content
The option to use > and < when defining Conditional Logic for Smart Content.
19 votes -
Conditional logic for Qoute Builder
Will allow the user to set conditional logic for Qoute builder
11 votes -
Smart Content based on Pricing table values
Smart Content feature for Pricing table
31 votes -
38 votes
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Allow to send a document with multiple signers to send without knowing the additional signer's email
It would be helpful if there are multiple signers to a document:
- first signer identified/assigned - fields.
- Second or multiple signers - unknown emails/unassigned.Perhaps when they receive the document, there could be a registration or verification for the field assignments.
Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
Issue: sender does not know the additional signers to add before sending the document8 votes -
Automations: attach PDF to HubSpot Contact and Company object
When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)
9 votes -
have more than 1 signer to use Qualified electronic signature (QES)
have more than 1 signer to use Qualified electronic signature (QES)
A document with a qualified electronic signature can’t have more than one signer.
26 votes -
Ability to customize system variables like the document reference number
Ability to customize system variables like the document reference number
9 votes -
Conditional Field Within a Conditional Field
Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."
Thank you!
8 votes -
Google Calendar
Ability to integrate with Google Calendar to use automation like sending documents.
5 votes -
(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
7 votes -
Ability to set a required number of characters for fields.
Ability to set a required number of characters for fields
6 votes -
Import / Update contacts in PandaDoc using Zapier (across all workspaces)
Import contacts in PandaDoc using Zapier (across all workspaces)
8 votes -
6 votes
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report of recipients who haven’t signed and also who have signed documents
be able to download a report of recipients who haven’t signed or signed the documents
5 votes -
Pre-fill a text field with a variable
Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.
6 votes
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