7431 results found
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HubSpot: Use child company tokens when creating a document in the associated parent company
Use child company tokens when creating a document in the associated parent company
2 votes -
Embed document iframe within the editor
Ability to embed a window within the sow where the client can see the first page or half page of the MSA and sign, they can scroll within the window to see the whole MSA.
Example of this mock up attached
2 votes -
Receive results suggest edits email notification before receiving the document to sign email
Currently, it is expected to receive the documents for the recipients to sign via email before they receive the suggested edits resolved results email. Would like this to be switched so that they receive the results email before they receive the document to sign
2 votes -
2 votes
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Tag documents appearing in HubSpot
To have a tagging for documents appearing in HubSpot, have multiple types of documents (proposals, contracts, agreements, etc.) be able to quickly differentiate between them in HubSpot without relying on each individual user to properly name the documents they generate
1 vote -
SMS verification for bulk send
Have the ability to add in SMS verification to bulk send
5 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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Rooms: Replace Home Page Template
Option to replace the Home page in a Room with another template without having to create a new Room from scratch.
2 votes -
PandaDoc notary in Germany
PandaDoc notary option in Germany
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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Bulk Update: Currency
Bulk Update document value and currency
2 votes -
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 -
Retrieve Bundled products' SKUs via API
Ability to retrieve the data of products within a Product Bundle via API
5 votes -
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
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