7188 results found
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Do not link document to the CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM
Do not link the document to a CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM
2 votes -
2 votes
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[Smart Form] dropdown option for contact preset
We have a smartform set up and want to have a contact preset question offer a dropdown to select the appropriate email.
2 votes -
In Person Signing on Multiple Devices
The ability to allow other participants to access the same document and perform in-person signing on different devices.
2 votes -
introduce a new endpoint to return a list of related Notary requests from the input of a PD document-id
For Notary use cases, where the Notary sessions are created through a user interaction, but there are numerous API interactions after, the client cannot automatically capture (and/or related) the notary-request and document identifiers from the manual interactions. If the document-id was monitored through webhook notifications, getting an API list of Notary-requests associated with that PandaDoc document-id input would be advantageous, but no such endpoint exists.
There is no way to trace out the relationships, which is critical for downstream automations.
3 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Update Last Modified date when the doc is relinked to a different CRM Object
Currently the last modified date of the document is not changed when the doc is relinked to a different CRM object. And this is huge in our case because that way we are just losing to the to to the deal basically because since we are fetching only those documents on the daily basis which were last modified for the last previous day, we are not catching those that have been for some reason like switch to the different object and on our side in the analytics part, it creates a lot of the head edge. Our expectation is that…
3 votes -
Ability to adjust the automatic zoom on the mobile app
Option to have a setting to disable or reduce automatic zoom functionality
2 votes -
3 votes
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Apply merge rules for the pricing table in bulk
What I am asking for is the ability to do this rule mapping in bulk – such as an upload feature from a spreadsheet. I have many many rules I need to add to each pricing table. I want to be able to do this once – not for each individual rule.
2 votes -
The option to display the total in the pricing table excluding tax/discounts/fees
The option to exclude the tax/discounts/fees in the pricing table total row - similarly to how subtotal works, but for the total value.
136 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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API: redirect to a custom URL in a session view
API: redirect to a custom URL in a session view.
3 votes -
Option to access previous document versions directly in the PandaDoc interface
For example, if a document was signed, then edited, and signed again, it would be helpful to have access to the PDF copy of the original signed version before the edits were made.
2 votes -
document and template create date to change when you make changes to it
When making a change to either template or document, the creation date should change based on the latest changes
2 votes -
Multiple eSign disclosure agreements per workspace
The ability to add multiple eSign disclosure agreements per workspace would be helpful.
2 votes -
2 votes
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QES: verify signature certificate without Adobe Acrobat
Ability to see the certification without the need of Acrobat
3 votes -
Reporting: Column to show "total time spent"
Show how long recipients spent on the entire document even if it was not completed.
4 votes -
Options are only partially visible in the preview and in the PDF.
Options are only partially visible in the preview and in the PDF. Often, only one option is visible. I’ve already tried both approaches: one where an option was preselected, and another where no option was preselected.
1 vote -
To be allowed to set the zoom level for the preview view.
To be allowed to set the zoom level for the preview view. Currently, the preview of the offer stretches across the entire width of large screens, which doesn't look good. Some customers won't know how to scale it down themselves.
1 vote -
Enable internal links – so that I can place a button which links to another page within the document.
Enable internal links – so that I can place a button which links to another page within the document.
1 vote
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