6902 results found
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Transfer documents between CRMs - Pipedrive and Hubspot
The option to reconnect/transfer all the PandaDoc documents from the Pipedrive deals to Hubspot deals.
1 vote -
Tally for Forms as Survey
ability to provide tally for Forms if used as a Survey
2 votes -
Hide Sender's email in Document Notifications
Be able to hide the Sender's email address in the document notification emails so that they can't directly email it.
5 votes -
PandaDoc integration with Copper Mobile App
PandaDoc integration with Copper Mobile App
1 vote -
Edge Browser Signature Verification for Pandadoc PDFs
This is really a Microsoft issue, but maybe you have a way to ask them to improve the Edge browser.
Microsoft Edge browser displays digital signatures on their PDF viewer now, but Pandadoc signed PDFs show that they can't identify the signer and the signature can't be verified.
Would be nice if you can work with them to have Pandadoc signatures verified as more businesses will use Edge as the default PDF viewer now that it has editing.
1 vote -
Use a different email per workspace
The ability to use a different email per workspace within an account.
8 votes -
[Home] Control of the document visability depending on the status
The ability to control the statuses of the documents that are visible in Home (Actions required / Waiting for others / Finalized). F.e. the user should be able to remove Expired/Declined documents from the Actions required view if those are not needed.
2 votes -
Document access for recipients after decline
When a document is declined by one recipient, all other recipients should still be able to access the document.
2 votes -
Maldivian Rufiyaa (MVR) as available currency
The option to choose the Maldivian Rufiyaa (MVR) currency in the PandaDoc pricing table.
1 vote -
We need to use exclusively PAdES or CAdES format for signature
We need to use exclusively PAdES or CAdES signature formats
2 votes -
Add optional item in pricing table with Zapier
Add optional item in pricing table with Zapier
1 vote -
Automations: Attach a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes
Create an automation that attaches a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes, particularly when the status changes to "Paid".
3 votes -
Create new document for ____ member when document completed by template
Similar to create and send by template automation. During our sales process, once client signs the proposal then we have another person on our staff to create an vendor RFP to source our vendors. I would love to be able to transfer the information from one doc to another and assign it to a team member to QC.
2 votes -
Send completed docs to folders through variable token
Add the ability to send completed docs to specific folders via Variable token. We split our proposals up by company folders. If I could assign a variable token to each folder that would correspond with the variable token on the doc then I could fully automate this and not have to manually deposit proposals into there correct folders!
4 votes -
Require Either/Or Fields to be Completed
It would be really useful to require one field or another to be completed, but not both.
An example is on a W-9 we need to have the signer complete either the SSN or EIN fields. We cannot create logic that says "if SSN empty, require EIN" or "if EIN empty, require SSN", but in effect that is what is needed.
2 votes -
Give Choice of Radio Button Format
Radio buttons are very useful, it would be even better if we could choose their format.
Specifically I would like to be able to select if Radio Buttons are:
- Circles
- Squares
- Xs
- Checks
One example is section 3 of a W-9, a document that is widely used in Pandadoc. This is the perfect use case for Radio Buttons since the recipient should only select one option. However, W-9s have square boxes usually meant to be checked. A filled in circle works well, a check would be better.
4 votes -
comment history (collaborators)
ability to see comment history to see what was discussed with clients from the beggining
2 votes -
Change document status to Approved via API
The option to change the document status from "document.waiting_approval" to "document.approved" via the API, when the approval workflow is enabled.
3 votes -
Fillable field - automatically expanding while recipients type on it
automatically expanding while recipients type on it
5 votes -
See Who Moved Documents or Folders to Another Folder
Is there a way to see who moved documents or folders to another folder and when they moved them?
2 votes
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