7238 results found
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Ability to delete recipient uploaded content via Collect Files Field
The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.
1 vote -
Copy/paste Smart Content from one template to another
Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.
1 vote -
2FA via email
Send code via email instead of using an authenticator app
1 vote -
Email notification of signer includes the name or email of whomever completed
Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.
8 votes -
Show a document status on the downloaded PDF
Show a document status on the downloaded PDF
4 votes -
2 votes
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Guest have admin role
Have the ability to have guests with admin roles. Such as an IT account that will not create documents
4 votes -
1 vote
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Mass update the setting for the expiration notification
Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually
1 vote -
Click Up CRM for automation
It would be wonderful if click-up were a CRM automation possibility.
2 votes -
Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
11 votes -
Option to revert the transfer of document ownership
- Will allow the user to be able to recall / revert the transfer of document ownership
4 votes -
Remove promotional window as a default workspace option
Remove promotional banner as a default option in the settings
2 votes -
filter PandaDoc statuses in Salesforce
filter PandaDoc statuses in Salesforce
2 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.
2 votes -
Booqable
Have Pandadoc Integrate with booqable integration.
1 vote -
White-labelling of the T&C block under the signature
Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used
2 votes -
No labels on Radio Buttons
Have the option to add radio buttons without having to label them.
5 votes -
Conditional logic for variables
Conditional logic for variables: if the value of variable is "X", show the "Y" Variable
16 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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Ability to track if someone accessed the PandaDoc account from a different location/IP address
An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.
3 votes
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