7401 results found
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Filter documents by expiration date
Option to have an expiration date as a filter under the Documents tab
2 votes -
2 votes
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signer ip address in webhooks
ability to retrieve signers IP address from a webhook
1 vote -
Custom message when sending via SMS
Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."
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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Pricing Table: Clients want to see a breakdown of how much they're paying per month and I want to see the total value of the contract.
I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Link multiple salesforce opportunities to 1 PandaDoc
Right now, you are unable to link one PandaDoc document to multiple salesforce opportunities.
This is a requirement for an organization's internal workflow.
4 votes -
Disable Document Sequence for Duplicated Documents
Option to prevent the document numbering sequence from running when a previously executed document is duplicated.
2 votes -
Block iFrame or or show a warning sign if PD WS is not connected to SalesForce
We do not "block" the iframe inside Salesforce if the integration is not connected in the workspace. However, it is also important not to show anything in the SF iFrame if the WS is not linked.
2 votes -
2 votes
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Automatically delete assigned fields when deleting recipients
A way to automatically delete fields from an assignee when removing such assignee/role from the document.
2 votes -
Invite users with specific domain
Have the ability to restrict other members from inviting users that doesn't match the company domain and only invite users that match the domain.
2 votes -
Automatically remove unfilled variables before clicking the Send button
Automatically remove unused variables
6 votes -
API - Link PandaDoc Document to Salesforce Opportunity
Ability to Link PandaDoc Document to Salesforce Opportunity via API
3 votes -
Variable for recipient group
To be able to use variable to auto-populate names of the signers added in the recipient group
3 votes -
Add category column to the pricing table
Add a category column to the pricing table
2 votes -
Edit shared templates
Option to edit shared temlate
2 votes -
Enable and manage approval workflow on the document level
enable and manage approval workflow on document level instead of having to set this on the template level.
13 votes -
Room: bundle templates
Option to bundle several templates from the Template tab under Rooms
2 votes -
Email verification through passcode
The customer would like the ability to share a document for signature with a specific individual via a link. However, before the recipient can sign the document, they must first validate their email address by entering a code that is sent to their email.
4 votes -
4 votes
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