232 results found
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Automation: select document creator when using automation to send another document
When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)
5 votes -
Make a copy of the whole folder when sharing folder with workspace
The option to make a copy of the whole folder when sharing a folder with another workspace.
4 votes -
google docs redlining/ Contract negotiation using google docs
Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.
15 votes -
download the PDF of the template with CSV added, for bulk send
download the PDF of the template with CSV added, for bulk send
2 votes -
notification for Acc Owner when invite for collaborator has been sent
Acc owner receives notification once an invite for a collaborator has been sent
1 vote -
1 vote
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2 votes
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Expiration date: sales contract, should have option to default set at months end or just a few days before
When sending out an contract you now have the option to select nummer of days valid.
more logical would be a good list like
[ ] days before end of month
[ ] days before end of next month
[ ] days before end of this quarterOr more simple
end of this month
end of next month
this quarter
next quarter1 vote -
Webhook fire on document name changes
It would be very helpful for integration with otther platforms if the document updated workflow would fire when a document is renamed in PandaDoc. We generate docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.
1 vote -
automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc
automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc
2 votes -
have more than 1 signer to use Qualified electronic signature (QES)
have more than 1 signer to use Qualified electronic signature (QES)
A document with a qualified electronic signature can’t have more than one signer.
29 votes -
Set a Document Sender per specific template: The ability to pre set a default email address per template to be sent from.
To have the ability to pre-set at the template level, a default email address from which a document would be sent.
3 votes -
2 votes
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Make fields required internally (to require users to upload documents)
When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.
3 votes -
Option to disable the Redlining Notification
Option to disable the Redlining Notification.
- will allow users to disable redlining notification
5 votes -
Print multiple completed docs directly from documents screen
My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually. The docs could maybe be combined into a single PDF temporarily just for printing purposes.
1 vote -
filter by document name in the Reporting feature
filter by document name in the Reporting feature
1 vote -
WebForm Capability
Having the ability to utilize a created form/template on a web browser. We have several forms we use that need to route to different people pending who starts the form - would be nice to be able to have the option for 'if this, then that' and available on our internal webpage for usage.
1 vote -
1 vote
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See changes made to a document/template in version history
Highlight the changes made to a document/template in the version history
20 votes
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