5360 results found
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Option to pull logs for a contact info changes
- Will allow the user to get log about the changes or update on contacts.
2 votes -
Complete Document Status (automatically) Without Sending the Document
Ability to assign a complete status to a document (automatically) without sending.
2 votes -
Ability to enable mobile first e-signatures
Allow users to be able to embed a mobile-first e-signature experience into their own app
2 votes -
Disable pricing table calculations
Customer would like to disable the pricing table's capability to calculate
2 votes -
Ability to add a phone number used for recipient verification to the signature certificate.
Ability to add a phone number used for recipient verification to the signature certificate.
8 votes -
Ability to modify payment getaways on the document/template level
Be able to adjust chosen payment gateways in payment app on the particular document/template with new payment gateway integrations
5 votes -
Do not automatically add the recipients in contacts
Do not automatically add the recipients in contacts: The client should have an option whether they want to add the recipients in contacts or not.
4 votes -
Connect Multiple Quickbooks Account
-Connect a specific Quickbooks Account per workspace simultaneously or
-Select a specific Quickbooks account in PandaDoc4 votes -
Allow the initials box to be in the footer
Instead of having to add the initial box to the bottom of the pages of a document be able to add the initial box in the footer.
6 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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Protect Confidential Documents / Move Documents to New Workspace
Please allow us to move documents to a different workspace OR mark them as confidential. I have new employees coming in that need to work in the main workspace but should not have visibility to existing documents like employee agreements, company financials, certain contracts, etc.
I need a better way to partition documents to maintain confidentiality.
3 votes -
Add fields permission modifications for custom roles
Looking to be able to restrict the addition of fields or modifications for a document. This way the document editor cannot add additional recipients
2 votes -
Ability to embed fields in the downloaded PDF
After Downloading the Document as PDF, There's still fields that recipients can input details.
16 votes -
PandaDoc system document notification
Customer would like the notification sent by PandaDoc to be redirected to a different email not on the creator of the document
2 votes -
API: Bulk Sign Multiple Document IDs and Zip Download of PDFs
We are interested in inquiring about an API feature that would allow for the acceptance of a list of document IDs, followed by the return of a zip file of all documents in PDF format. This feature is of great importance to us and we would greatly appreciate its implementation at your earliest convenience.
1 vote -
Ability to not use a pricing table or a quote builder when adding a document value.
Ability to not use a pricing table or a quote builder when adding a document value.
3 votes -
5 votes
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Keep a copy of initial email sent for record keeping purposes and compliance
Automating the process of adding yourself (the account holder/ sender) as the CC so you can have a record of the email that was sent for record-keeping purposes. I am aware you can do this in templates by assigning this to a role, but this functionality isn't present for sending singular documents at a time.
2 votes -
Two themes in 1 template
Can two themes be used on one template?
3 votes -
report that shows the phone number of the contacts within that date range
report that shows the phone number of the contacts within that date range
1 vote -
download document while in notary session
Download document while in notary session. For example, not all of the clients signed and don't want to lose the signatures.
3 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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