7266 results found
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Cloze CRM
Integrate with Cloze CRM to automatically generate contracts
1 vote -
Automatically reattach the signed docs to leads profiles when switching to a different CRM
PandaDoc to automatically reattach the signed documents to the leads profiles upon switching to a different CRM. (for example: there are documents attached to the Hubspot leads, and those attachments are to be automatically transferred to the respective leads in the new CRM, for instance, Salesforce.)
1 vote -
Export the list of expiring soon documents
Option to export the list of expiring soon documents
2 votes -
Option to show tha IP address on the document
Will allow the user to Add the IP address or auto opulatye it using variables
1 vote -
Option to view documents from removed/archived Workspace
Option to view documents from removed/archived Workspace
1 vote -
PandaDoc Notary via PandaDoc mobile app
PandaDoc Notary via PandaDoc mobile app
6 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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Option to manually notify the sender of document completion
Would like the option for the recipient to manually notify the sender of document completion.
2 votes -
Have a user type that can see all workspaces automatically
It would be easier if you could have a user type that could just see all the workspaces automatically and create new ones without having to be added to each one. Right now even the owner and superadmin can't see all the workspaces automatically.
1 vote -
(API) Add option to CREATE that allows for auto SEND
In the CREATE api, add an option to auto SEND document, after it is created. By default, the option would be false to be backwards compatible with current functionality
2 votes -
Ability to add more than 20 collaborators for an additional charge.
Ability to add more than 20 collaborators for an additional charge.
4 votes -
3 votes
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Bulk download documents: Don't save folder structure
In case you download several documents from different folders, the zip file contains folder and subfolders (subfolders are named as folders where documents are located). Add an option to avoid subfolders and download everything in one folder.
1 vote -
Hide columns in pricing table via API
Add the option to hide the columns in pricing table via API.
6 votes -
verify and change name for the signatory, if misspelled. (on a sent document)
In case the document was sent with an incorrect contact information (first name or last name of the signatory), the signatory needs to have an option to verify their first and last name when they receive the document and be able to change it before signing the document, in case of a typo.
2 votes -
Page Break - Provide line spacing settings untherneath header section and above footer section
Page break - allow space settings untherneath header section and above footer section for better perceived quality with automatic page breaks. Currently many users are adopting workaround with manual page breaks and inserting text space object.
Today automatic page break is almost of no use.
Adding this simple feature would allow enhanced productivity and more easy user adoption for multi-page documents.
Easy solution would be to provice setting for empty space line in the header and footer sections.
3 votes -
Integrations | Using an alternative token in replacement when an original token's value is blank/unknown
We are currently using PandaDoc and HubSpot and we generate documents using their integration.
We are currently experiencing a bit of issue with the flexibility of this setup since we cannot program the templates on PandaDocs to use alternative HubSpot properties whenever the original one is blank.
For example, on letters, we would like to greet them with their [Preferred Name] however that field not always populated and instead of leaving it as blank, we would like to use [First Name] instead, and vise versa.
1 vote -
Sending PDF (with document name and not UUID) via Zapier connection
Setup Zapier integration to automatically send out PDF with the document name and not with the UUID. Also, be able to adjust the PDF File name with Zapier integration.
1 vote -
Add camera facility for the 'collect files' field
Add camera facility for the 'collect files' field so recipients could access their camera to take a picture and have it uploaded to the field
1 vote -
Navigation Pane [same as Proposify]
- feature that will allow the user and signer to access pages quickly through out th proposal
1 vote -
Choose a folder to save documents in PandaDoc by default
Ability to set a default folder in PandaDoc for documents to be sent to.
3 votes
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