6895 results found
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See the recipient's details in the 'document.viewed' webhook.
To have the option for Webhook to expose an IP or recipient details of who viewed the document.
4 votes -
Create Approver filter in the document list
Create an Approver filter in the document list
1 vote -
Display the email of the secondary form recipient
Display the email of the secondary form recipient for the published form under the form roles.
1 vote -
42 votes
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upload signature to content library
upload signature to content library so they won't have to upload form local files
2 votes -
Option to auto-update the documents after updating the template
Have the option to auto-update the documents after updating the template used to create those documents
8 votes -
attach PandaDoc documents to another PandaDoc document (not attaching file)
attach PandaDoc documents to another PandaDoc document via the Attachments app/feature regardless of the document status
3 votes -
The ability to use SQL in Forms
I have a requirement to query granular form-filled data. eg. a form is filled and when it is submitted, I need to be able to query a database of the formfill data. So if there is a field on a form such as bloodPressure, I can run an sql query along the lines of:
SELECT bloodPressure from IntakeForm
where formFilledYMD >= <someDateRangeStart>
and formFilledYMD < <someDateRangeFinish>2 votes -
Ability to resend a document to a corrected email address instead of re-sending it to all of the recipient.
Ability to resend a document to a specific email address that was changed/corrected in contacts instead of re-sending it to all of the recipients and having them sign again.
2 votes -
[Quote Builder] Generate a line item report of the total items quoted after signature
Generate a line item report of the total items quoted after signature by client for fulfillment of the order?
1 vote -
Reporting: Document Analytics by Approver
We have a list of people who approve documents, but we want to be able to see the data on the approvers.
For example: We a team made up of 4 people who are approvers, everyone works together to approve these documents.
We want to be able to have a breakdown of the 4 approvers, and how many approvals they made each month.
This will help us in a variety of ways, but also to make sure that we are spreading work evenly to each team member.
We also have monthly meetings and provide an update to the team on…
7 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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4 votes
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`Merge variables
(for example if I wanted to take "[Client.FirstName] [Client.LastName]" and make it "[Client.FullName]" to use in a MergeField.
3 votes -
two different product line items - Salesforce integration
Two different products in Salesforce (Standard Product and Add-on Product). When creating a contract in PandaDoc, the pricing table should display these products as one which can be called Standard Product with an add-on.
2 votes -
Ability to pull Stripe subscription ID from product catalog
Ability to pull Stripe subscription ID from product catalog
1 vote -
Add/update footer on multiple items at once
Ability to add/update the footer on multiple items (documents, templates) at once
3 votes -
Be able to disable auto-placed fields feature
Would like the ability to turn off the option for auto-placed fields on uploaded documents. I do not wish to use it and having to say "no" on the pop-up every time I upload a document is annoying.
1 vote -
Edit custom variable that is already in use and auto replace throughout document
If I have a custom variable of [dog name] and I use it 50 times in a template.... but then I need to change it to [cat name]..... I have to create a NEW custom variable and then do 50 replacements. I want to just be able to EDIT [dog name] and see that change automatically in my already placed variable.
2 votes -
Option to remove the total amounts (dollar amounts) in the workspace activity dashboard
Option to remove the total amounts in the workspace activity dashboard (the amounts at the bottom of every box in the workspace activity)
2 votes -
1 vote
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