7599 results found
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Option for recipient to Approve or Decline the document from the email they receive
Option for recipient to approve or decline the document from the email they receive
10 votes -
2 votes
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Gainsight integration
native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.
2 votes -
Calendar format date picker for setting expiration date
The ability to indicate a specific date or choose a date from a calendar for document expiration instead of putting in a number of days.
3 votes -
3 votes
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To include cc'd users in the email received by signer
It would also be good to have an option to include the cc'd emails to the email notification being received by the signer of the document.
2 votes -
Share tags across workspaces
Option to share tags across workspaces
1 vote -
Duplicate document via API
Duplicate document via API :
POST /public/v1/documents/duplicate/{id}
Response could be the same as the Create Document from Template
2 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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Audit Log: Track Account Ownership Change
Add account ownership changes to the audit log.
4 votes -
Integration with Eclinical Works
It would be great to have an integration with an EMR like Eclinical Works so that document copies can also live in the EMR.
1 vote -
GCLID parameter support
A solution to track the GCLID when a customer signs and pays a contract via PandaDoc.
1 vote -
Able to use Variables in titles when sending documents via Bulk Send
Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.
16 votes -
Failed recipient verification notice
Ability to display in the Latest Activity if the client has failed recipient verification, or to send an email notification to the sender if the recipient fails the verification process.
1 vote -
When a contract has been signed in advance - add a date for when the next document needs to be sent eg. the start date of the contract
When our contracts are signed the user doesn't have access until their start date. We need to send access details on the day the contract actually starts - not when it was signed or sent.
1 voteHi,
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 video:
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Upload dropdown field items
The ability to upload dropdown items rather than manually entering the item value.
2 votes -
Modify Email Body
Allowing the option to edit the email subject and body when adding CC recipients to a document sent via a link.
2 votes -
2 votes
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Rooms being sorted by name of room
Rooms can not be sorted by the name of the room itself, aka alphabetically, or by date without knowing something about the room. If I want to search by date I need to input dates instead of sorting all available rooms by date/name.
Or just a basic sort function toolbar instead of the in depth one available for the "date" search that is there. By this I mean a dropdown menu similar to most sites that have lists, so I can sort all the rooms by date, name, etc.
1 vote -
Header & Footer: Be able to have a different first page header
To be able to have the header be different than the rest of the document. Currently, the cover page doesn't allow for block building making it not an option for one type of proposal.
2 votes -
Fields should tie to and update variables used in document
eg - CompanyName (field) pre-populates with Company.Name (variable) and variable updates when field changes.
PandaDoc's "AI" bot tool gives the below instructions (which are wrong) to do this. But it would be great if this actually worked.
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Yes, you can create a field in your PandaDoc template that prepopulates with the Company.Name variable and allows the client to edit it, updating the variable throughout the document. Here's how:
In your template, go to the Variables tab and find the Company.Name variable.
Copy the variable name without square brackets.
Click on a field in your template and select 'Properties' on…1 vote
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