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Allow specifying document sender email for API
A feature that would allow setting the document sender email for API, instead of our system automatically using the email of the person who generated the API key despite set document owner.
8 votes -
Deleting document should delete document from reporting
When you delete a document, the document information still shows up in Panda reporting. This causes confusion and shows errors in reporting. When you delete the document, it should delete out of any reports.
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to remove deleted documents from Reporting is available within the system. Please see the file attached for more information, and have a wonderful day!
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to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc
to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc
2 votesHi there! Thank you for your feature request submitted to PandaDoc!
Please be advised that the workflow you're requesting can be achieved with PandaDoс Forms. You can read more about this here: https://support.pandadoc.com/hc/en-us/articles/1500000482381--Editor-2-0-Collecting-signatures-with-forms
Have a wonderful day!
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1 vote
The feature is available within the system. Please see the screenshot attached and this link (Reporting) for more information.
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1 vote
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Attachments to the main document
Hello, it would be useful to allow one or more attachments to the main document sent to the customers. I'm thinking at the upload the customer's ID card or similar that the customer will be required to attach.
1 voteHi there! Thank you for your feature request submitted to PandaDoc!
The workflow you're trying to achieve with attaching the ID card is available within the system. Please refer to this article for more info: https://support.pandadoc.com/hc/en-us/articles/360063388533--Editor-2-0-Collect-files-field
Have a great day!
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Proposal Consultancy & Design Services
1) Assistance with proposal creation, design, and workflow (going through proposals in tandem while streamlining the sales workflow).
2) Proposal & Template Design Services.2 votesHi there,
Thanks for connecting with PandaDoc! Our self-service options are available and provide guidance on utilizing PandaDoc including videos and FAQs.
If you’d like more customized guidance or design assistance, we have several services offerings that you can view in more detail here.
We’d love to work with you to optimize PandaDoc based on your specific business needs.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Team
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Chrome Extension - List Document Numbers
List document numbers on the Chrome Extension. This was a feature on previous versions of the extension.
1 vote -
1 vote
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're happy to let you know that there is a way to set a default pricing table line item description color. Please see these links for more information:
Have a wonderful day!
_____________________________________
Hi! Vielen Dank für Ihre Funktionsanfrage an PandaDoc! Wir wissen es zu schätzen!
Wir freuen uns, Ihnen mitteilen zu können, dass es eine Möglichkeit gibt, eine Standardfarbe für die Beschreibung von Einzelposten in der Preistabelle festzulegen. Weitere Informationen finden Sie unter diesen Links:
Haben Sie einen wunderbaren Tag!
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Change doc sender via API
Change doc sender via API
1 vote -
Can you request to have your designers update the new version to have variables be in order and not alphabetical
Can you request to have your designers update the new version to have variables be in order and not alphabetical
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to sort the variables in the documents has been released. Please see the file attached and this link for more information: https://support.pandadoc.com/hc/en-us/articles/360020552894-Variables
Have a wonderful day!
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1 vote
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to identify how many times the templates have been used is available within the app. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting
Have a wonderful day!
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Phone number verification
A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.
17 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature “Recipient Verification via SMS” has been released. Please see this link for more information: Recipient SMS verification.
Have a wonderful day!
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Allow Recipients to re-assign the Signer!
To allow recipients to forward PandaDoc + re-assign signer privileges! This not only mitigates back&forth, but often with large corporations, decision-makers/signers are gated by procurement teams, financial teams, etc. A document passes the gaze of several pairs of eyes before it's presented to the signer.
For smaller companies, sometimes your point of contact is the admin/executive assistant, who gates for the CEO or decision-maker. Out of respect, I should be able to forward to PandaDoc to the EA, and he/she reassigns the signing privileges to the CEO.
That should happen internally without my involvement. Very important feature to have to…1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 😊
The feature allowing to forward the Signer rights to another person is available within the system, please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/360019823694-Document-and-Signature-forwarding
Have a great day!
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Conditional fields
if a recepient selects ACH payment -> then he needs to fill in these fields;
if a recepient selects CC payment -> then he needs to fill in those fieldsradio buttons with conditional logic
505 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're glad to let you know that the feature "Conditional fields" has been released. Please see this link for more information: Conditional fields.
Have a wonderful day!
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1 vote
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re happy to let you know that the feature "Hide the left page reorder panel" is available within the system. Please see this link for more information and the screenshot attached: Table of contents.
Have a great day!
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1 vote
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're glad to let you know that the option to embed your social media links as images is available within the app. For this, please upload a social media image via image block and paste the link to your profile in the hyperlink. You can also see these links for more info:
Have a wonderful day!
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variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents
variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents
8 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to order variables in your document according to how they presented in a document has been released. Please see the file attached for more info.
Have a wonderful day!
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Create signing link via API
Seemingly it is not possible to generate signing links via the API. This should be a feature
6 votesPlease find details here - https://developers.pandadoc.com/changelog/shared-links
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Filter the PandaDoc Inbox by "To sign" or "Signed"
Filter the PandaDoc Inbox to show only the Unsigned document
Filter to by "To sign" or "Signed"20 votesHi there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to use filtering options in your Inbox is available within the system. Please see the link for more info: Inbox.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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