7604 results found
-
Option to access previous document versions directly in the PandaDoc interface
For example, if a document was signed, then edited, and signed again, it would be helpful to have access to the PDF copy of the original signed version before the edits were made.
2 votes -
document and template create date to change when you make changes to it
When making a change to either template or document, the creation date should change based on the latest changes
2 votes -
Pass Total Tax from Zoho
Pass Total Tax from Zoho
1 vote -
Multiple eSign disclosure agreements per workspace
The ability to add multiple eSign disclosure agreements per workspace would be helpful.
2 votes -
2 votes
-
QES: verify signature certificate without Adobe Acrobat
Ability to see the certification without the need of Acrobat
3 votes -
Reporting: Column to show "total time spent"
Show how long recipients spent on the entire document even if it was not completed.
4 votes -
Enable internal links – so that I can place a button which links to another page within the document.
Enable internal links – so that I can place a button which links to another page within the document.
1 vote -
Identify Bulk Send Documents via API
Adding a filter parameter to List Documents API endpoint that would identify only documents sent using Bulk Send.
2 votes -
Access 'Sensitive' & 'Highly Sensitive' Data tokens for Auto-populating Templates
When creating a document, we get to automatically populate fields by mapping the relevant hubspot properties.
Hubspot now has support for 'Sensitive' and 'Highly Sensitive' properties which contain details like payment cards, government ID's etc. These properties are not available currently as tokens to be mapped into PandaDoc.
It's a hassle, because everything comes over, and then we have to manually copy all the 'sensitive data'.
In my search of a solution, Hubspot's documentation says that PandaDoc development needs to request access to these new sensitive and highly sensitive property 'Scopes' in order to allow mapping tokens to be used.
…
4 votes -
Dynamic URL Variable Substitution for Text Links
Objective:
Enable users to dynamically generate URLs with embedded variables, allowing for personalized or context-specific links in PandaDoc documents.Feature Description
This feature allows users to insert a hyperlink in their documents where the URL dynamically substitutes predefined variables. These variables can represent specific data fields such as recipient names, document IDs, or custom fields.Example Use Case:
A user creates a link in a document with the URL:
https://example.com?user={FirstName}&doc={DocumentID}When the document is sent to the recipient, {FirstName} is replaced with the recipient’s first name and {DocumentID} with the unique ID of the document.
How It Works:
Variable Definition:…4 votes -
Filter documents by attachments.
Filter documents by attachments.
1 vote -
Copy Smart Forms into other Workspace
Ability to copy Smart Forms into other Workspace.
There's a post that mentions this feature, but for the normal Forms here: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/45975388-ability-to-copy-forms-into-another-workspace
1 vote -
The ability to support more custom fields for data merge rules in PandaDoc Quickbooks Online
Currently, we understand that only the first three active string-type custom fields enabled for sales forms in QuickBooks Online (QBO) are supported for data merge rules in PandaDoc.
We would like to request the possibility of removing this limitation and enabling support for more than three custom fields.
2 votes -
Displaying custom integrations in the PandaDoc UI side panel
Option to display custom integrations in the PandaDoc UI side panel (under Extensions). For example, it would be beneficial if the Legal team had access to a custom integration to fill in, edit, or check the Customer ID/Project ID information.
3 votes -
Option to set up a deposit and a monthly subscription option
We would like the deposit to be charged at signing and then the recurring payments start 15 days later
1 vote -
Ability to create custom variables with dropdown
Ability to create Custom Variables with drop-down listings
2 votes -
2 votes
-
Warning when publishing changes to all content using a theme
I would like there to be a red flag warning "Are you sure?" when making changes to a theme and publishing it to "all content that uses that theme". This additional step would make sure that the user knows this doesn't affect just this template, but would affect ALL templates and content library items that currently use this theme.
Also, the word "Publish" for saving the change is counterintuitive. Many platforms use this same word to "save" changes or make changes take effect, even for an individual document or template.
The prompt asking if we should apply it to other…
1 vote -
SSO (Single Sign-On) session timeout
It would be best to have a concept used to define how long a user can remain authenticated in an SSO environment before they are required to authenticate. This are mainly used for productivity reports
2 votes
- Don't see your idea?