5360 results found
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Ability to add a phone number used for recipient verification to the signature certificate.
Ability to add a phone number used for recipient verification to the signature certificate.
8 votes -
Native Video Recorder in Pandadoc
A way to record a video within the PandaDoc platform and make it available to the customer including the offer.
3 votes -
4 votes
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Word wrap option - Dropdown field
word wrap option - Dropdown field
3 votes -
Files attached to a document to pull over into the new version of the document upon being duplicated
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 video:
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5 votes
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Automatically link duplicated documents to the same CRM record
The feature that will automatically link duplicates of documents created via CRM integration to the same CRM record.
1 vote -
Option to auto-update the documents after updating the template
Have the option to auto-update the documents after updating the template used to create those documents
11 votes -
Add endpoint to share templates via API
Add endpoint to share templates via API
3 votes -
Split documents to save in different folders
The ability to split documents into different folders.
i.e I send a 4 page doc, and i would need page 1-2 in one folder and 3-4 in another folder
2 votes -
Restrict account users from adding new pages
We'd like to restrict the users from adding new pages to the templates
2 votes -
Next and Previous buttons for Comments
Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.
2 votes -
Webhook trigger for Tags
Add a new event type for PandaDoc Webhook that triggers whenever a Tag is added (or removed)
4 votes -
Detect page number of the actual signature field on it via API
Option to detect the page number of the actual signature field on it via API. User case:
I have a use case where I have the reference number for signature pages within the documents I am analyzing. I was wondering if there is any way to get document details through the API using the signature reference number.1 vote -
Pricing table: separate design option for total sections (adjust design for totals individually)
The ability to change the font color, style, size of the pricing table numerical values and totals individually.
56 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Add a "month to date" option for reporting
It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.
2 votes -
Disable the send button on the document level
Option disable the "Send" button on documents created from certain templates. The flow is the following:
When a representative creates a document from a template and the approval flow is disabled, they should not be able to send the document immediately. Instead, the document can only be sent via an API call after it has been approved by the external approval flow.1 vote -
Able to search for the documents of a deleted user in the documents tab by 'Owner' filter
detect the documents of the deleted user in the document filter owner
8 votes -
[Bulk Action] Download Notarizations
The ability to download notarizations in bulk.
1 voteHi. 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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MS word feature [excess text will go on next page]
MS word feature [excess text will go on next page]
5 votes
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