7402 results found
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Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days
Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days
5 votes -
Block non-US IP addresses from signing a document.
Some of the documents that we need signed are being signed in other countries outside of the US.
For our business compliance, we cannot allow this. We can only have signatures done in the USA.
4 votes -
Add a new Document-level Variable for Documented-Completed-Date
When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations
7 votes -
Notes for contacts on the Home screen
Notes per contact to show on Home screen, in client's words:
I guess it would need to be in the directory section so it is per person. We have a medical office so for us it would be patients but for others it would be customers. We could make notes per customer/patient that was per interaction. So for instance John Doe, I would go to the directory and under his name list different interactions that might look like this:
8/19/24 - new patient paperwork received but still hasn’t made deposit. Called pt and gave deadline of 9/1 or we need…
3 votes -
Link Forms to crm
Ability to link forms and not just documents to CRM deal pages
4 votes -
Automatically turn on 'Enable optional item' for pricing tables and quote builder
Automatically turn on 'Enable optional item' for pricing tables and quote builder instead of having to manually enable this
4 votes -
PandaDoc desktop app
PandaDoc desktop app
9 votes -
to change the colour of individual text elements in a quote builder
to change the colour of individual text elements in a quote builder
For example, to make the ticks green and the crosses red in the description
3 votes -
Decline document automatically if the quote in Dynamics 365 is closed
We use Pandadoc integrated with Dynamics 365 and when we send a quote to a customer and the customer wants another option of the quote and finally goes on with the new option, the pandadoc we sent for the first quote is still open and either has to be denied by the customer or the sales team internally. Please let us know if pandadoc can automatically close a pandadoc document when the associated quote is closed or revised. Also, we are using uploading PDF document into pandadoc to send the customer.
2 votes -
View an overall list of the taxes collected through payments on documents
View an overall list of the taxes collected through payments on documents
2 votes -
Ability to delete documents from the Payments page
Ability to delete documents from the Payments page
2 votes -
Adding the 'Section Total excl. VAT' to the section total of the quote builder
Adding the 'Section Total excl. VAT' as a custom line to the section total of the quote builder (just like Subtotal, Total Quantity, etc.) will help to save valuable time when sending out quotes and proposals. It is import for the recipient to the that extra information the Section total.
2 votes -
Payment status for installment payments made
A status to reflect when an installment payment has been made and for it to 'stick' even when the document has been edited (it reverts to sent and does not show a record of the payment made).
2 votes -
Merge columns in a table
right now you can only merge rows but not columns
6 votes -
Signature field: require notarization
Option to add a signature field that prompts signers to schedule an appointment with a Notary.
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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Automatic currency conversion for CRM merged data when creating documents
When creating a document from a deal in the CRM automatically convert the currency. From one currency (euro) in CRM deal to another currency when creating proposals.
2 votes -
Ability to break up the date field into 3 fields: one for day, one for month, and the other for year (with autofill)
Ability to break up the date field into 3 fields: one for the day, one for the month, and the other for the year (with autofill)
2 votes -
Control the patter of the next button
The customer would like the option to control the sequence in which the "Next" button navigates between fields. They want to determine the specific order in which the button jumps to different fields.
2 votes -
Contract Negotiation: Direct Navigation to Document Changes
A feature that enables users to click on a comment within a document and be taken to the exact spot of the change in the document. The system should highlight the change for easy identification.
2 votes -
Contract Negotiation: Option to Counter-Propose Changes
Option to edit suggestions made by signers so they can accept of reject them.
2 votes
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