3784 results found
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The ability to remove the option. "sign in your chosen font". I need people to actually sign or upload a signature. pretty font is not lega
The ability to remove the option. "sign in your chosen font".
I need people to actually sign or upload a signature. A pretty font is not legal for our business.
1 voteWe have this option in Settings: https://support.pandadoc.com/hc/en-us/articles/360002979034-Additional-Settings#1
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Allow 'page' titles to be edited
Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.
Thanks!
(PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).
3 votesValeryia Baranava responded
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Signature Certificate when using initials
We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks
21 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Add a Heading on the Pricing Table (and use it in the Table Of Contents)
Ability to add a heading in the pricing table
5 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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2 way sync with Monday
2 way sync with Monday
79 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Phone number verification
A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.
17 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature “Recipient Verification via SMS” has been released. Please see this link for more information: Recipient SMS verification.
Have a wonderful day!
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Google Workspace
Integrate Pandadoc with google Workspace
17 votes -
change expiration on form template
Ability to change and edit the expiration date/validity of a form template.
8 votes -
Speed up generating a document from Zendesk Sell
It takes 10-15 seconds to create a document from Zendesk Sell
2 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Editing documents in Zendesk Sell
PandaDoc opens in a new tab - rather than in the frame in Zendesk Sell for editing (or the link is generated and sent to make editing the documents easier and faster)
2 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Map HubSpot Products to multiple PD pricing Tables
Ability to custom map HubSpot products into multiple pricing tables, just like how we can for Salesforce
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
HubSpot CRM. Mapping products to pricing tables and pricing table sections
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receive contact ID via API
We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.
1 vote -
Send notification to recipient for declined document
The ability to send declined document notifications to CC'd recipients as well.
Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.
10 votes -
Document values visible Zendesk Sell
Have the document values be on display in Zendesk Sell integration.
1 voteHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Button for Clearing all the fields in adocument
The option/button to clear all the fields at once.
8 votes -
filter documents by status
filter documents by status, so that you could see only the chosen status
1 voteThis feature is available in the Documents tab.
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add attachments for manually completed documents for ev2
Automatically add the attachments to the manually completed docs
Now you would need to upload the attachment to the pop-up window while manually completing a doc for it to appear in the email sent (EV2)1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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swap person in signing order
If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.
2 votesHi there,
I'm happy to inform you that you can now change signers even in a sent document while keeping their place in the signing order.
Best,
Igor from PandaDoc
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Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.
Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document (regardless of signing order)
9 votes -
4 votes
