5358 results found
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Automatically add initial and signature fields for a second signer
Currently, I have to maintain two versions of each contract template to accommodate situations where a second signer is required. While other platforms I’ve used allow me to simply add a second signatory, which automatically generates a second set of initials and signature fields, PandaDoc requires me to manually add and position each box for the second signer which takes too long.
This process is not only time-consuming but also cumbersome, as it forces me to duplicate every contract template to create a version for two signatories. Managing and selecting the correct template becomes unnecessarily complicated with twice as many…
1 vote -
Change opportunity stage in Copper when PandaDoc document status has changed
To update opportunity or project stage in the pipelines in Copper CRM when PandaDoc document status has changed to completed.
1 vote -
2 votes
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Conditional filtering in reporting module (i.e. "or"; "and")
Ability to run reports that include conditional filtering. For example, documents created this week or documents sent this week but created at any time.
1 vote -
Have a contract repository for non-Pandadoc signed contracts
We sign a lot of agreements with third-parties (such as the third-party sending us their contract; using non-Pandadoc systems) but we would like to keep those in Pandadoc along with our Pandadoc contracts. Right now you have to upload it as a "document" but then it gets confusing because it looks like it's a contract that needs to go out for signature. Would love a very simple "upload file" and ability to sort it like a file drive.
1 vote -
Variable for recipient group
To be able to use variable to auto-populate names of the signers added in the recipient group
4 votes -
7 votes
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Pass images from Google Sheets to PandaDoc documents
Pass images from Google Sheets to PandaDoc documents
2 votes -
Quote builder: ability to reflect the total for recurring products based on contract term
In the case of a multi-year contract with recurring products used in the quote builder, the ability to reflect the total for each year is required. For example, Product A costs $1,000 per year, and Product B costs $2,000 per year, making the total $3,000 per year.
2 votes -
4 votes
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eForms subject line settings
eForms subject line settings. Be able to have more control over subject line for eForms.
2 votes -
Setup 2FA for all users at once
Option to setup 2FA for all users at once
16 votes -
Template Gallery in the EU Domain
Access to the Template Gallery in the EU domain/server
12 votes -
Larger Side-to-Side Dragger for Block Resizing
When placing blocks side by side, resizing them is difficult because the dragger used to adjust the block sizes is too small, making it hard to grab and manipulate.
2 votes -
6 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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Check box list: select all that apply
You could replicate the radio button feature but allow for multiple selections for "select all that apply" scenarios.
1 vote -
Quickbook Online invoicing - percentage per section
Ability to create a single invoice that includes a percentage breakdown, such as invoicing 40% of the labor cost, 100% of the hardware cost, and other sections as needed, all on the same invoice in Quickbooks online
1 vote -
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
3 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.
3 votes -
SMS: Notification
ability to enable sms notification when documents are sent, viewed and completed
5 votes
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