7317 results found
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Quite builder: show the contract total value before tax
Currently, if you are using recurring products, it only shows the total before tax for the initial payment, not the whole contract value.
3 votes -
Ability to suggest edits using Microsoft Word with bundled documents
Right now, you can use both PandaDoc & Microsoft Word with 'Suggest edits' if there is just one uploaded document. If you add another, you can only use PandaDoc and not Microsoft Word. If you try to add another, you will get a pop-up.
1 vote -
Change document status to "In Process" after one of multiple recipients has signed.
Change document status to "In Process" after one of multiple recipients has signed.
8 votes -
Ability to append first.last name of recipient in subject line
We had this feature in DocuSign powerforms, and it was extremely helpful. We need the ability to append the name of the first recipient in the subject line of the email that goes out. For example: "Sample Subject line [FirstName LastName]. "
Maybe this is already possible with variables? When an office gets lots of submissions via PandaDoc forms, and they all have the same subject line, it's hard to differentiate them.
Thank you for considering it.
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team via your PandaDoc account. For more information, please click the link below! -
Disable certain document delivery options for specific users
Disable certain document delivery options for specific users, f.e. keep email delivery only for one user
2 votes -
Send document using 3rd party email
Ability to send documents using 3rd party email instead of Pandadoc email
2 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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8 votes
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Restrict members of the Room from downloading documents
The ability to restrict members who will come into the Room from downloading the documents attached instead of going to the document itself and restricting from there.
1 vote -
Preview generated documents under PandaDoc API
Be able to preview generated documents under PandaDoc API before being charged
1 vote -
Individual Template Buttons with Page Layout Visibility on Salesforce Record Page
Have individual buttons for each template on the record page and have visibility on the page layout of these templates, instead of the current one where the PandaDoc module just shows the selection of templates where users can select from.
1 vote -
View document/template audit log for the approval workflow
Hi Team ,
Kindly add audit history to every document & every template .
So visibility will increase who updated approval workflow & who updated approver name in the template & document .it will useful to trace logs of any document & template .
3 votes -
Send Customize email notification after document completion
Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.
15 votes -
Automations: email sent when document status is "Sent"
a way to have an email sent any time our "Estimate" document goes to a "Sent" status.
2 votes -
change the document status automatically from expired to declined
change the document status automatically from expired to declined
3 votes -
Reporting based on integrations
Ability to have a report based on integrations: show which document was created from which integration, in which workspace these documents are located, etc
1 vote -
Add the image URL to a variable and then the image will load as the variable once the document is created from the template
Add the image URL to a variable and then the image will load as the variable once the document is created from the template.
3 votes -
Document download: filter documents by type
Filter document downloads by regular documents, bulk send documents, and documents created from forms, so you can download all documents except those created from forms.
4 votes -
The ability to switch pages within PandaDoc
The ability to switch pages within PandaDoc.
2 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 video:
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Document bundling: Conditional Document Access
Customer would like the second document in document bundling not accessible unless the first one is signed.
2 votes -
2 votes
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