7328 results found
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Ability to associate PandaDoc with Accounts, Contacts at the same time (salesforce)
I have the Contact associated with two Accounts in Salesforce and you want to link one document to these 2 Accounts?
2 votes -
Sign on Behalf: When Original Signer is OOO
Ability to allow someone else to sign a document if the original signer is out of office,
18 votes -
Recipient Feedback
Feedback feature that we can get after the document is signed. Like just a rating on how we went as a company or something like that.
3 votes -
SF - Link PD doc audit trail to SF Engagement history
if action is completed, it get listed in the "Engagement history" within the SF but PandaDoc document creation does not get listed.
1 vote -
Option to give access to docs of specific users only
Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role
9 votes -
[Reporting] Reporting based on document tags
Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.
36 votes -
1 vote
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Remove/change the blurred background when filling forms
the blurred background is a default IRS forms instead that it will preview or blur their own forms
6 votes -
Display Document in email
Instead of delivering a link to the document display the document within the email itself.
1 vote -
Connect with Credit agency for document approvals
When documents are completed send data to credit agency for approval
1 vote -
Notifications for several workspaces
Notifications for several PandaDoc workspaces using MS Teams
1 vote -
1 vote
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Expiration Date via API
The option to set and change expiration date via API.
45 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Ability to choose where to place signature certificate on a printed document
Ability to choose the position of the signature certificate reference on a printed document (now it's at the bottom of the page by default)
9 votes -
Collaborative Dashboard
A place where all workspace dashboards are available to view collaboratively
1 vote -
change app language to Indonesian
change app language to Indonesian
4 votes -
6 votes
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Search in Documents for "sent by" user
Search in Documents tab by a specific user, i.e. like the one who created the documents. Example: I'm a manager reviewing the list of documents in the workspace. I want to retrieve a list of documents associated with a specific member of my team. I type their name or email address in the search bar and I should see a list of the documents they've sent. Currently, I only see those they've participated in, nothing they've sent. It would be great to have the option to see "Sent" or "Participated" depending on the need.
4 votes -
Add logic after a document is completed
Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)
5 votes -
Bulk Manage reminders for sent docs
Send reminders for multiple documents at once
49 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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