5358 results found
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2 votes
Hi,
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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Quote builder: show product description only after a product is selected
Ability to show product description only after a product is selected in the Quote builder
5 votes -
Show section name in the document details request
The ability to see the name of the sections of the pricing table when requesting document details via API.
2 votes -
Content transfer option within the user delete dialog
When deleting a user there should be an option within the delete confirmation screen that lets you choose a new owner for their content. (a simple field to fill in an email and a checkbox confirmation).
Currently, the only option for this is in a separate dialog (within the teams and seats section) and there's no reminder when deleting a user that they own existing content.
1 vote -
Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires
Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.
106 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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6 votes
Hi,
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! -
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.
10 votes -
Email signature included at the bottom of emails for sent document notification
The ability to enable/place an email signature at the bottom of emails for sent document notifications.
6 votes -
API: option to pull hyperlink via variable and set a text to display
Ability to pass a hyperlink via a variable and set a text to display (similar to the text block option). Example:
{
"tokens": [
{
"name": "URL_Sample",
"value": "www.pandadoc.com/sales",
"text" : "PandaDoc Sales"
}
]
}2 votes -
Automatically apply sender signature upon sending
Automatically apply sender signature upon sending
10 votes -
Gratuity in Pricing Table
Ability to leave a Gratuity ( 18%, 20%, 25%) in Purposals that would not be taxed.
2 votes -
2 votes
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2 votes
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Individual Signature Certificates for Document Bundling
Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.
2 votes -
Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient
Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient
3 votes -
Account (custom) role that allows a user to search the entire accounts documents and download them, but cannot edit them.
Account role that allows a user to search the entire account documents and download them, but cannot edit them.
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 follow the link below!
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Automation for closed lost when the document is expired in HubSpot
Automation for closed lost when the document is expired in HubSpot
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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Text block added automatically containing the information provided by recipients in the fields
A text field would automatically be added based on/containing information that the recipients provided on the document in fields, as a way to group the field information and make the content easier to read.
2 votes -
3 votes
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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 .
4 votes
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