5913 results found
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Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification
Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification (not the same as the document expiration).
3 votes -
Template on PD mobile app
Customer would like the template to be accessible in the PandaDoc mobile app in their iPad
3 votes -
Auto placement of fields for SSN
Auto placement of text fields especially on a form containing SSN should be place per SSN box and not a whole text field.
3 votes -
Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
10 votes -
Option to remove PDF page break to download the page as a whole
Option to remove PDF page break to download the page as a whole
9 votes -
Conditional logic for fields that will allow text blocks to appear when condition is met
Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.
22 votes -
See who is included at the signing level of a document
When you include someone in a document, put little round bubbles to show people's pictures to show you who was included. It would be nice to have a little green indicator around those circles if they are in the document to show that they are actively in there. Kind of like Google Docs when someone is in there, you can see who is in there. The circles are already there so you'd have to indicate a little differently like a green circle around them or something.
3 votes -
2 votes
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Ability to change the order of grand total section of Quote Builder
Ability to change the order of grand total section of Quote Builder
2 votes -
option to change "by" for sent documents
option to change "by" for sent documents
2 votes -
2 votes
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Option to auto-update the documents after updating the template
Have the option to auto-update the documents after updating the template used to create those documents
7 votes -
multiple renewal reminders
i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document
8 votes -
Clio Native Integration
A very popular software that the legal industry uses is Clio. It's essentially their version of a CRM. We unfortunately do not have a native integration with Clio. The only way to connect us with them is through a third party such as Zapier which adds complexity to a workflow. Lawyers are one of the few professions that are willing to spend the extra money to make their lives easier. While speaking with a law office today, they loved our product and all that it could do, but since we lack the native integration with Clio, there's a good chance…
5 votes -
Ability to restore deleted images from image library
Ability to restore deleted images from the image library
2 votes -
display recipients name on document list
Should easily display the signers name in the My Documents section
I have to hover over the initials to see who the document is for2 votes -
ability to set no expiration on document
I don''t want to extend the date , I want to make it permanently available and delete the expiry function from that particular proposal completely
2 votes -
quote builder layout
more options for quote builder layout like the current pricing table layout
16 votes -
Automation: The automatically sent document will contain information provided by the recipients from the first document
When using the automation "Sending another document when PandaDoc document status changes" the second document will contain information provided by the recipient in the first document
2 votes -
Improve Suggest Edits appcue to be more obvious
Customers are selecting "collaboration" in lieu of suggest edits as the appcue for suggest edits is on the bottom.
It'd be great to have suggest edits be more intuitive and obvious for a recipient.2 votes
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