481 results found
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Send reminder via text and email
The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.
2 votes -
[Bulk Send] Send more than 1000 documents in one hour.
Sending only 1000 documents per hour is frustrating as we need to send at minimum 22,000 documents out to parents for signatures. This means it essentially takes us 22 hours of work to send all of these documents, and with 8-hour working days, we are either working many overtime hours to send these docs, or having to spread it across 3+ days.
2 votes -
set payment gateway as optional
able to add payment gateways to a doc but make them optional
1 vote -
Populate recipient phone number when sending via SMS
The feature to populate a saved contact's phone number when sending documents via SMS (just like how an email address works).
2 votes -
Extracting value from the document
The customer would like the ability to extract specific values from the document, such as the expiration date. They request that the expiration date be included as an option in the dropdown menu within the document tab.
2 votes -
Control the patter of the next button
The customer would like the option to control the sequence in which the "Next" button navigates between fields. They want to determine the specific order in which the button jumps to different fields.
2 votes -
Contract Negotiation: Direct Navigation to Document Changes
A feature that enables users to click on a comment within a document and be taken to the exact spot of the change in the document. The system should highlight the change for easy identification.
2 votes -
Contract Negotiation: Option to Counter-Propose Changes
Option to edit suggestions made by signers so they can accept of reject them.
2 votes -
PandaDoc extension for Edge
PandaDoc extension for Edge
2 votes -
The ability to select multiple currencies for a template, document or form.
The ability to set up a custom currency formatting with multiple currencies for a template, document or form.
2 votes -
Individual Signature Certificates for Document Bundling
Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.
2 votes -
QR code in the Signature Certificate to check the authenticity
QR code in the Signature Certificate to check the authenticity
2 votes -
QES in UAE
QES in UAE
2 votes -
Contract repository: pass data from 'data fields' to CRMs/Zapier
Contract repository: pass data from 'data fields' to CRMs/Zapier. For example, there is a data field named Claims Number, and it is not a variable on the document itself. The data field is filled and the client would like to be able to process this data in Zapier (similarly to variables).
2 votes -
Fill in data fields automatically based on variable input.
Input that is added to a variable will fill in the matching data field
2 votes -
3 votes
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Disable auto numbering
Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,
2 votes -
Modify iframe design when using embedded links
The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.
1 vote -
Hide suggest edits history from recipient
The customer would like to hide or remove edit suggestions history from the recipient's view.
2 votes -
Ability to add a meeting link (hyperlink) to the document email body
Ability to add a meeting link (hyperlink) to the document email body
2 votes
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