7252 results found
-
Payment options aside from credit card in payment integrations
Ability to use other payment options aside from credit card when payors are trying to pay via the document. Payment options such as Debit, Credit, Bank, and Apple pay or other cardless options.
4 votes -
sign with an Apple pencil
sign with an Apple pencil
1 vote -
conditional fields - add more fields per rule, beyond 100
conditional fields - add more fields per rule, beyond 100 can be selected
2 votes -
See the progress of catalog products import
The option to see the progress while importing catalog products, rather than just receiving an email once the action is complete.
1 vote -
Email notification of signer includes the name or email of whomever completed
Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.
8 votes -
Identity verification before notary session
face verification/identification similar to recipient verification
6 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
-
Move "Create Document" button in Hubspot Above the document list.
As of now, the "Create Document" button is in the very bottom of PandaDoc module in Husbpot.
So in cases when there are too many documents per Husbpot Object - user has to scroll down through all of them to be able to click "Create Document".
Would be great to have this button moved up - above.
20 votes -
HubSpot - locate for the documents that are uploaded and then match the criteria of having the same specific field
HubSpot - locate for the documents that are uploaded and then match the criteria of having the same specific field
1 vote -
Mobile APP: Option to delete pages and insert page breaks
option to delete pages and insert page breaks using the mobile app
2 votes -
6 votes
-
Editor Customization: Ability to resize and move the editor toolbar
Ability to resize and move the editor toolbar
2 votes -
Outbound Email Audit Log: See Email Message Content Sent to Customer
I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?
2 votes -
Ability to split pages into columns on the document level.
Ability to split pages into columns on the document level.
2 votes -
Notification alert when an integration is not working
Notify account owner when an integration is not working.
1 vote -
Ability to filter by team in the Admin view of the Dashboard
Would like the option for the admin to pick members of their team they want to display in the Admin view of the dashboard.
So instead of viewing all documents created by one individual or all, we would like to pick from several at once, and save that view so department leads can see just how their team is doing while using the Home dashboard, vs the whole company using PandaDoc.
9 votes -
Auto-scrolling feature with Notary
Is it possible to have an auto scroll feature that would give the notary/presenter to control what documents the borrower/client/recipient are viewing? This would make it easier to go through a document package so that the recipient is on the exact same page as the notary/presenter versus telling them where they should be.
2 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!
-
The ability to see how many reminders have been sent for all documents in a workspace and/or for specific documents
to check how many reminders have been sent for all the documents from the account
2 votes -
Count of the number of fields assigned to recipients
The option to see how many fields were assigned to a specific recipient.
1 vote -
generate a link to the document from CRM
generate a link to the document from CRM
1 vote -
Ability to adjust some products within the pricing table so they are visible, but are not calculated.
Ability to adjust some products within the pricing table so they are visible, but are not calculated.
1 vote
- Don't see your idea?