5360 results found
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12 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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CPQ Data field currency
Would be great if there is a data field option as a currency.
This way we can use this variable as an item from quote to document display.
D1 vote -
[Bulk action] Expire documents all at once
Customers would like to have the option to be able to expire documents older than 30 days all at once
3 votes -
Integration with JetPay
Integrate with JetPay payment gateway
1 vote -
Conditional smart content based on pricing table values: if multiple conditions are met, add all CLIs
If Product A is added to the pricing table, add CLI "A", If Product B is added to the pricing table, add CLI "B". However, if you add products "A" and "B" to the pricing table, only one of the content library items will be pulled.
2 votes -
Auto-populate recipients from Salesforce if only mobile number is indicated (for text/sms type of delivery)
Recipient mapping in SF only functions if an email is indicated for the contact which does not allow to auto-sign recipients if there is only mobile number available
3 votes -
Automatically put cursor in recipient's email field when setting up an e-sign document.
After the latest update, you now have have to individually click in the form field for every new recipient you add. Ideally, like before, once you hit add recipient you can just start typing vs. having to click add recipient and then click into the field.
1 vote -
Have template name and variables in template name as two separate names.
When using variables in the template name it can make it difficult to know which template to use especially if the name is only a string of variables. It would be helpful to be able to name the template one thing but still have the document name populated with the variables.
Example Below:
Template Name: Recurring Subscriptions Full Quote
Document Name: {Company Name] [Create Date]3 votes -
[Bulk Send] Send more than 1000 documents in one hour.
Sending only 1000 documents per hour is frustrating as we need to send at minimum 22,000 documents out to parents for signatures. This means it essentially takes us 22 hours of work to send all of these documents, and with 8-hour working days, we are either working many overtime hours to send these docs, or having to spread it across 3+ days.
3 votes -
Re/Name Template via API
Currently in the API there is no method to set the name of the templates when uploading as a bundle. It defaults to the template name which is not suitable to API processes
4 votes -
More Rooms notification options for other members
Options for all members to receive the same notifications as the owner
6 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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Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"
Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"
This is confusing to some customer.
4 votes -
Keyboard Shortcuts for adding fields
When creating a large number of documents for signature in a healthcare context, document workers need every advantage they can get which includes keyboard shortcuts. Other signature tools we've used have had these and they are a life saver. Please add!
I've attached a sample!
1 vote -
Option to add a phone number under personal settings
Option for a user to add their phone number in the personal settings so it is populated via variables into the document (instead of adding the phone number under contact)
1 vote -
Room Level approval workflow
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
5 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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Passcode: Prepopulate the passcode
The ability to autogenerate the passcode and not manually type it in the system.
2 votes -
Add the status: "Expired" and "Viewed" to the automation: Move the document to a PandaDoc folder when PandaDoc document status changed
Currently there are no status change to "Expired" and "Viewed" as trigger events, adding these 2 events would be necessary
4 votes -
More user attributes in SSO
More user attributes in SSO
PandaDoc gets 2 information from IDP is FirstName and LastName, is it possible that PandaDoc get more information from IDP such as Job Title, Department, Phone number
2 votes -
Password-protect Workspaces
The option to enable password for a workspace.
4 votes -
Simplify Document Creation and Sending Process
Reduce the number of steps required to create and send a document to streamline the workflow.
4 votes
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