6541 results found

1. improve generated PDF quality
   2 votes

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2. Distinguish recipient status in the doc list
   2 votes

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3. Pass punctuation through into Tokens

   Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).

   3 votes

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4. Reporting - Export filtered recipient who hasn't sign on document
   4 votes

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5. One API call to send several documents

   Send multiple documents via one API call.

   3 votes

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6. Add payment app to completed documents

   I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.

   1 vote

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7. SKU column visibility: Have SKU column in pricing table invisible for recipients but visible for the PD users.

   The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).

   3 votes

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   Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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8. Report for documents with reminders

   is it possible to have a report which documents have an reminder option on please?

   2 votes

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9. Notification for template editing

   The notification that you are about editing the template.

   1 vote

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10. Document Forwarding Checkbox

    When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

    Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

    4 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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11. Add indicator for expiring soon documents

    I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    •  

    4 votes

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12. Master settings: edit multiple Workspaces at once

    Allow editing several WS at once.

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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13. Auto Response with template

    A program that Auto responds to customer inquiries in personal emails with a template from PandaDoc

    2 votes

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14. Model popup when clicking privacy link in embedded view

    Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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15. Customized option to show

    To show only the information related to the section the recipient chooses.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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16. Choose a folder in which documents created from HubSpot will appear
    5 votes

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17. Lucidchart

    integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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18. Email attachments from upload fields to a sender
    2 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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19. PandaDoc in Ukrainian.

    PandaDoc in Ukrainian.

    3 votes

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    Idea  ·  0 comments  ·  Localization  ·  Delete…  ·  Admin →
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20. Tagging of PDF's
    2 votes

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