7315 results found
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Ability to have a read-only field tag with pre-defined values
Ability to have a read-only field tag with pre-defined values when uploading the document with field tags
https://support.pandadoc.com/hc/en-us/articles/360051490673-Field-tags-recognition
2 votes -
Option to use custom variable/variable on pricing table
- Will allow the sender to add custom variable on the Pricing table
18 votes -
automation of changing/switching signers after the suggested edits have been made
client wants to make suggestions t our standard agreement, we turn on suggest edits. Then we need to edit the document to make the signer not the VP but the CEO. Which is the manual part.
2 votes -
Report for all sent and all contracts that have been signed as a ratio and will show in a graph
Report for all sent and all contracts that have been signed as a ratio and will show in a graph
2 votes -
Default View for Templates
The option to set a default view for users when accessing the template list. It currently shows All Templates but it would be better if we can set it to show 'Shared With Me' or a custom Template List view.
2 votes -
Add Column Width Controls - Names of Rooms and Docs Are Hidden
When viewing your list of rooms or documents, a smaller page width due to browser window size collapses the name of the Room, which is the most important info. Add column resize controls or code a different column to respond to browser page width.
1 vote -
Add Margins to Design Template.
Can we please add page layout to the Saved Design Options?
Currently I have to adjust margins on every template I create even though I have a standard design.
1 vote -
Option to have "Create Document" button in Template list consistently visible
Please enhance the design of the PandaDoc template list view by ensuring that the "Create Document" option is consistently visible, instead of requiring users to hover over it to access the feature.
2 votes -
The option for an "Approver" in the approval workflow to reassign their approval to someone else
The option for an "Approver" in the approval workflow to reassign their approval to someone else
2 votes -
Include document status as a standard filter for document repository reporting
Have document status as a standard filter when reporting on "Data" fields in document repository. We did not setup a field for document status, assuming this would be a filter, we added all the fields and data to each document, when pulling reporting, draft and cancelled documents are pulling in without a way to exclude these.
2 votes -
CPACharge
CPACharge integration
2 votes -
Create a record in Salesforce when document is completed
The ability to create records in Salesforce when a document status changes
2 votes -
8 votes
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Zapier: ability to download uploaded files from collect file field
Customer would like to download the uploaded files from the collect file fields by their recipient via Zapier
3 votes -
Instalments: ability to set a custom due date for the first instalment
Instalments: ability to set a custom due date for the first instalment within the instalment pop-up
4 votes -
Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days
Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days
5 votes -
Block non-US IP addresses from signing a document.
Some of the documents that we need signed are being signed in other countries outside of the US.
For our business compliance, we cannot allow this. We can only have signatures done in the USA.
4 votes -
[Upload} Increase File Limit from 10 to more than 10
Client wants to be able to add in a large number (about 40) of files when creating a document. Right now they're limited to 10.
3 votes -
Approval workflow in rooms
Since we have a Room which allows us to create a secure collaboration space. It will be benefecial to have a general Approval Workflow process within the room before publishing
3 votes -
Link Forms to crm
Ability to link forms and not just documents to CRM deal pages
4 votes
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