7205 results found
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Rooms tasks linked with document status
It would be great if the tasks in the Rooms are able to link with documents. When documents get signed, or payments are made.
1 vote -
Card details field - option to add more fields to fill in additional card information
Card details field - option to add more fields to fill in additional card information
2 votes -
2 votes
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Map hubspot products outside of pricing table
The ability to place/map products on a document rather than only being able to map them to the pricing table.
2 votes -
Reporting based on contacts
Report that shows who in PandaDoc contacts had already received quotes
2 votes -
Option to have more than one header in a table
A way to have more than one header in a table. For example, the option to have two primary headers as well as section headers
2 votes -
Upload Documents to Rooms
Ability to let Recipients upload documents to a Room
4 votes -
Automations with Hubspot: automatically send document when deal stage changes
When updating leads/prospects through the lifecycle of contacted > responded > scheduled > won, it would be great to automatically send signature forms when the lead moves to the "responded" stage for example
3 votes -
Download all documents across workspaces
Have the ability to download All Documents from all workspaces, without needing to go into each one separately and download them.
1 vote -
GIFs In Public View on Mobile App/Mobile Web
Support GIFs Display in Public View for Mobile App/Mobile Web.
1 vote -
If a renewal date comes up, I'd like to receive a slack notification to a specific channel
If a renewal date comes up, I'd like to track these and receive a slack notification to a specific channel
1 vote -
API: Update Saved Contacts Email Address
Currently, endpoint
https://api.pandadoc.com/public/v1/contacts/{}contact_id{}/ does not allow updating of saved contacts' email addresses, it would be better if all contact info can be updated via the request.2 votes -
take or upload photo in Forms
a feature in forms to take a photo on mobile/tablet to upload to a form
3 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:
- Add the Collect Files field to your form, then publish it.
- If your recipient is using a mobile device, they can take a photo and upload it to the Collect Files field.
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Template: Trash Bin
Ability to restore templates
8 votes -
add recipient not as cc nor signer
In our subcontractor templates, we always have a couple of fields that describe the client. So I'd basically like to add the client to the contract as well, without involving him in the signing process. So in summary, I'd like my client to assume the 'client' role in my PandaDoc templates, without actually CC'ing him/her
2 votes -
Full timestamp in document on date field
Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp
16 votes -
Search option in Automations
Make it possible to search the automations, its time consuming to scroll through an entire list of automations
2 votes -
Attachment documents mentioned on the Signature Certificate
Attachments (T&C, Licenses overview, etc) are always sent with contracts, as per Deutch laws they need this information to appear on the Signature Certificate (attachment name) to validate that the recipient has accepted the full package of files they have received.
4 votes -
Product bundle: automatic update
Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
For now, only regular products are updated in template.4 votes -
Link fields across templates
The ability to utilize the link field feature i.e when templates/documents are bundled together.
10 votes
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