6796 results found
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2 votes
Hi. 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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Option to sort PandaDoc folders by most used in Microsoft Dynamics
Option to sort PandaDoc folders by most used not by recently added in Microsoft Dynamics
2 votes -
2 votes
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Stripe: send invoice after payment was made
Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually
19 votes -
3 votes
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Automations: move Document to another folder based on Date
I would like to move a document from one folder to another folder based on the date. I would like to use this when a date field of the document equals today's date, then move the document from one folder to another.
1 vote -
Fields automatically filling in from information from the quote builder
Whenever a preset item is selected using the quote builder, information within the quote builder is automatically copied into the correct fields, which are linked manually within the template.
This would stop the user having to manually enter this same information into fields which takes time and more opportunity to make a mistake.
1 vote -
Option to setup default sequence to all documents
The ability to add a default sequence to documents, f.e. setup one sequence for all templates so the documents created from these templates keep one sequence
4 votes -
[Redlining] Offer a way to upload the redlined DocX on behalf of the recipient
I have some recipients that don't want to upload the redlined Word document back into PandaDoc. Instead, they email the redlined document back to us. We would like a way to upload it on their behalf in the redline process. Currently, when they do this, we have to manually put all of their changes back into the document, which is time consuming. Offering a way to upload the suggested revision DocX back into PandaDoc on their behalf would save time, so it can be tracked under their suggested changes. We have a lot of lawyers that do not want to…
2 votes -
When signature forwarding, it will automatically update other fields or variables
When signature forwarding, it will automatically update other fields or variables when it is sent to another signer
3 votes -
Option to add crop marks
Option to add crop marks
3 votes -
3 votes
Hi. 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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"Select All" Filter in Reporting
When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.
4 votes -
Automated welcome email after a doc is completed
I believe, sending an automated welcome email after clients sign a doc, will become a game changer if we can have this feature.
1 vote -
Email signature included at the bottom of emails for sent document notification
The ability to enable/place an email signature at the bottom of emails for sent document notifications.
3 votes -
Ability to remove "Action required" items
Ability to remove "Action required" items, without deleting it or without signing or making some actions to the contract or document.
3 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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Drop down for product catalog
The customer wants a drop-down menu in the product catalog. When a product is added to the pricing table, recipients can select accessories for the chosen item.
2 votes -
A confirmation email when a doc is signed based on template or folder
A confirmation email when a doc is signed based on the template the doc was generated from or based on the folder the doc lives in
2 votes -
QES: provider who has a Spanish version of the website
Currently, PandaDoc is using Evrotrust which doesn't have Spanish localization. The client needs to have the option to use an identity provider in Spanish with QES
2 votes -
Update Salesforce opportunity when the first recipient signs the document
Update Salesforce opportunity when the first recipient signs the document
2 votes
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