6974 results found
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2 votes
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Automatically upload documents from a file storage solution to PandaDoc for processing
Automatically uploading documents from a specified folder in a file storage solution like Dropbox or without manual intervention.
2 votes -
Apply Workflow (Approval, Reminders, etc.) Templates on Uploaded PDFs
Allows us to preconfigure workflow templates that we can apply to an uploaded PDF.
2 votes -
Ability to reflect the company name to the document list in the Document tab instead of the recipient.
Would like to see the "company" easily in the document list instead of just the recipient the letter was sent to
2 votes -
Send via SMS: show phone number in audit trail
When sending the document via SMS the number should appear at least on the audit trail
2 votes -
CPQ Guided Selling - Validate Products Shown Depending on Client Variable (i.e. Industry)
Limit products shown depending on another variable
2 votes -
[API][Webhook] Pass the ID of the template role in the document requests
It would be great to pass the ID of the template role in the document requests / webhooks (i.e. Recipient completed a document).
2 votes -
Third Party Contract Management
We need a system that will manage agreements that are created, owned, or originated by an external party (e.g., a vendor, customer, or partner) rather than by your organization. In particular, we need the system to determine payment due dates from these and send us reminders of our payables.
2 votes -
AI Contract Review Capabilities
- Identify Key Clauses and Terms
- Assess Compliance
- Analyze Risks
- Suggest Edits and Improvements
2 votes -
Do not allow to open documents from the Slack notification
Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification
2 votes -
Choose which workspaces send notifications to Slack
Select which of the workspaces send notifications to Slack
2 votes -
2 votes
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Boilerplate Version of Templates
Ability to have a clean version of Templates before the variables to send to clients.
2 votes -
Copy templates to a the new workspace
Customer would like the option to be able to copy templates to another workspace.
19 votes -
Export csv for one document created from form
To download the CSV file for one form response, not for all responses from one form
2 votes -
Restrict managers from adding in new users. Only allowing them to add guests
Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.
3 votes -
Link documents back to Zendesk Support
The option to link PandaDoc documents to Zendesk Support.
4 votes -
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
4 votes -
Save information on hidden field under pricing table
Save information on hidden field under pricing table
2 votes -
8 votes
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