6925 results found
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Additional International ID Verification Options
Additional International ID Verification options needed to scale PandaDoc globally. QES doesn't meet level of verification needed. KBA currently only US based. Expansion of ID and/or KBA verification options to non-US recipients.
2 votes -
Allow multiple templates to be selected when creating automations
We auto attach a copy of completed contracts to the deal in HubSpot. The automation is created based on the template. We have many, many contract templates to cater for special conditions, locations and products. I have to manually create an automation for each template - literally just selecting the status and the template name.
It would be much easier to manage if all templates could be selected on one automation.1 vote -
"Printed name" auto populated option for building a template
I need a "Printed Name" box field that auto populates the clients name instead of a "text box" for them to write out their name. when I ask for a document to be signed it always needs "printed name" and "signature" but right now Pandadoc only has the option for clients to write out their name manually
1 vote -
Pricing Table - Total Discount vs Line Item Discount
Ability to show Total Quote Discount only vs showing discount by product.
1 vote -
Automation to bundle PDF/Docx files from Monday.com with a document in PandaDoc
Merge PDF/ Docx file on Monday.com with PandaDoc document automatically
1 vote -
New (SSA) Social Security Administration's Requirement
SSA requirement is that the Blocks must be components of the signature BLOCK the signing certificate meets their record keeping requirements but not the requirements they have placed on the signature block
2 votes -
See the note that was added when manually updating a document status within the document.
When manually updating a document status and adding a note to why it was closed, it would be nice to have the note somewhere on the document. Right now nothing shows up on the document when it is closed out and a pdf sent to both myself and the customer. Not having the reasoning why this was closed out and a signature not collected make me have to go back into PandaDoc to track this down. It would be nice if right from the document you could see this information.
1 vote -
Empty trash folder by bulk
Ability to empty trash folder by bulk
2 votes -
Ability to add and save multiple custom colors within a single theme
Currently, it’s only possible to save one color in the "Colors" section of a theme (Design > Colors). It would be great to have the option to add multiple colors.
2 votes -
Add a new API to fetch the ip-address (and geo location tags) of all Document signatures
As part of fraud detection measures, a PandaDoc client may want to parse the source ip-address (and geo-location tag) of all document signatures and run them through a fraud-detection service to see if any red flags are raised that need further investigation.
1 vote -
NetDocument integration
NetDocument integration
1 vote -
Option to get signed BAA for Essentials Annual, Monthly, or Business Monthly plans for HIPAA compliance
Option to get signed BAA for Essentials Annual, Monthly, or Business Monthly plans for HIPAA compliance
1 vote -
Radio Buttons - Linked/duplicate fields
Need the ability to duplicate a set of radio elsewhere in the same document/template. There are state and federal forms that this functionality is needed (for example, State of Florida Do-Not-Resuscitate Form). Competitors already have this functionality.
1 vote -
Multiple levels of conditional logic
Nested conditional logic needed. We have forms provided to use by state and federal agencies that we convert into templates. In many cases, when certain elements are filled-in or selected, a chain reaction of fields can be needed.
Example 1: selecting a radio button turns on a drop-down list, and the drop-down list can result in a text box being enabled.
Example 2: selecting a radio button turns on a secondary set of radio buttons which in turn enables a subset of text boxes1 vote -
Have an "Admin" style e-mail option
Once a document is signed, it would be useful to be able to send a copy of the signed document with certificate and any uploaded images to an "Admin" user for them to process.
2 votes -
Ability to have a different date format on each template
I'd like to change date format on separate templates/ documents that will override the general settings
2 votes -
Allow HubSpot field mapping in Content Library items
Currently you can only map properties to HubSpot from templates. I'm making a template with a lot of conditional logic which requires me to create Content Library items as building blocks. I would really like to be able to map my questions in these building blocks to HubSpot properties.
1 vote -
Change sensitivity for form field snapping and nudging
Moving/nudging form fields is too kludgy. This results in radio buttons and check boxes not aligning correctly with the underlying document. The end result is a document that lacks professional appearance and shows our customers that we lack attention to detail.
2 votes -
2 votes
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autofill the recipient's location in the fields
autofill the recipient's location in the fields
1 vote
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