7325 results found
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Ability to see who viewed the document on JSON response when it is created through API
Getting the documentstatechanged request back with "viewed" status should include the viewer of the document.
1 vote -
Customize Knowledge Based Authentication
Knowledge Based Authentication : Setup a customized questions for clients to answer
1 vote -
HubSpot template extension: ability to set Company and Contact objects as a 'source object
HubSpot template extension: ability to set Company and Contact objects as a 'source object'
2 votes -
Variables: List Value
Is there anyway to add validation or list options for tokens in templates. For instance, if a token needs to be a specific value, is there a way to turn it into a list value token
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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Improve UI for Room Links
When trying to open a Link in Rooms Resources, it is not intuitive where to click to be directed to the web page. If you click at the wrong place, you might be directed to the error page or the wrong page.
2 votes -
Quote builder: ability to show vertical lines (borders) in the table view layout
Ability to show vertical column lines to a quote
3 votes -
Сontent library linked fields
Ability to be able to combine both linked fields from a CLI (content library item) and a document created from a template. The workflow would look like this:
- You have a few date fields in a document. They are linked, so that when you fill in one of them, you fill in all of them.
You also have a CLI, that also has some date fields that you want to link to the fields in the original document.
Right now: you can't link document and CLI. Even if all of them have the same Field ID, when you insert the…
2 votes -
API: Toggle at the template level to enable / restrict permission to download a document (pdf or doc.x)
We need to have certain templates to have a feature to download in .docx format and few templates we need to restrict to PDF only. The reason is we include Publications/Drawings(PDF Files) in few documents(using template) which would be difficult or takes longer time to generate the documents. So we can disable the .docx for the templates which doesn't have Publications/Drawings it would be easy or faster way to download"
1 vote -
Mark document as Void and resend
Option to add VOID across a document that has already been sent and signed by all parties (and then resend)
6 votes -
Send signed document to collaborators
I understand that the Signer and CCed recipients receive a copy of a signed document. We need an option to adjust our default settings so Collaborators also receive a copy of the signed document.
1 vote -
Add the duplicate option to the Home page
Add the duplicate option to the Home page
4 votes -
Smart Form: More field options and more Validation options
Federal Tax ID field, with the validation for that and social security number boxes. For date of birth validation for certain years, for business start date custom dates in the past, and for the second contact card, not all businesses have two owners so it would be nice if there was already a contact preset. to not have the second contact preset being required unless there's info that's input to validate that there needs to be a required email there. and fields for currency that validate that as well.
2 votes -
Approval workflow for templates (send template for approval)
Approval workflow for templates (send template for approval)
3 votes -
Custom Roles - Rooms-specific Settings
A possibility to restrict access permissions so that a user can only create and manage rooms.
2 votes -
2 votes
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2 votes
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Payment Gateways for EU servers
Option to have payment gateways for EU servers
5 votes -
Pull the value to fields with Zapier
Pull the value to fields with Zapier
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 steps below:
- In the PandaDoc template, click on a field, select Properties on the floating panel
- Next, add the name to the Merge field
- As a result, the field will appear in the Zapier step
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Ability to resend multiple unsigned documents to a recipient within one transaction or email (not bulk send)
Ideal: 1. Search by email/recipient: filter documents by status: sent, expired, declined (excluding completed)
2. Resend multiple pending documents to the recipient within one transaction and preferably via 1 email with all the links included and one notification to the recipientCurrent workflow: Search by email and resend each pending document at one at a time generating multiple emails appearing as duplicates
Use case: recipients that have a repeated journey (services) with the vendor requiring the same document to be generated with updated content or dates for billing to process
2 votes -
2 votes
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