7250 results found
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Authentication on the API endpoint that gets called by webhook
Authentication on the API endpoint that gets called by webhook. Currently, PandaDoc webhooks use anonymous "authentication".
2 votes -
Add Filter for Original Document Creator in Document List and Reports
Option to see the original document creator even if the ownership was transferred to another user.
2 votes -
Notary: Commisioned Notary List
PandaDoc's capability to offer a list of commissioned notaries by U.S. state. For example, Montana only allows RON for notary public that physically live in Montana.
2 votes -
Keyboard Shortcuts for adding fields
When creating a large number of documents for signature in a healthcare context, document workers need every advantage they can get which includes keyboard shortcuts. Other signature tools we've used have had these and they are a life saver. Please add!
I've attached a sample!
1 vote -
Filter rooms by the action plan completed
Is there any way to filter the rooms as per action plan completed?
2 votes -
Ignore case-sensitivity in email addresses
We have discovered that a new user can be created in certain situations, causing problems. Specifically, one of our internal resources accessed our PandaDoc room with an identical email address and user name, however one letter in the email was capitalized. PandaDoc interpreted this to be a unique new user and generated a second external/collaborator account for the user.
We suggest that case-sensitivity be ignored in all email addresses to avoid this potential issue.
1 vote -
2 votes
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Option to add a phone number under personal settings
Option for a user to add their phone number in the personal settings so it is populated via variables into the document (instead of adding the phone number under contact)
1 vote -
Hide/Disable mention of payments where there is no balance
To be able to either disable this modal dialog or for the dialog to dynamically hide mention of payments where there is no balance
2 votes -
Ability to Have More Than One Conditional Logic Rule per Option
It would be extremely helpful when you have Conditional Logic, to have the ability to have more than one rule apply to applicable options. For example, when selecting an option with radio buttons, it prompts the person to fill out a secondary radio button selection based on their first selection. It would be helpful to have a SECOND rule where when the person selects that first option, they ALSO have to fill out the text field.
1 vote -
Ability to add rows to the pricing table footer that do not affect the overall total
Add a row to the pricing table footer that shows the "total after the discount" that does not affect the overall discount.
2 votes -
API: redirect to a custom URL in a session view
API: redirect to a custom URL in a session view.
3 votes -
QES: verify signature certificate without Adobe Acrobat
Ability to see the certification without the need of Acrobat
3 votes -
Calculate total discount based on Subtotal - other discount
Calculate total discount based on other discounts, for example, "Discount Total" to show $12,250, and automatically calculate depending on what the discount is.
2 votes -
Echelon Payments integration
Integrate with Echelon Payments
2 votes -
Reporting: option to include recipients' phone numbers
Reporting: option to include recipients' phone numbers.
4 votes -
Merge data of multiple quote builder blocks
Option to merge the data of one quote builder to another, for example, to combine to give a total or subtotal from the multiple quote builder blocks.
2 votes -
Change status of an expired document in bulk
Option to change the status of the expired document in bulk
2 votes -
Form Routing to Different Emails (using dropdown)
We would like a way or a solution to route form submissions (that are embedded on a website) to different company supervisors based on a user selection (dropdown) so that they can get sent the unique session link individually. Trying to create this functionality all within the same form rather than multiple forms with multiple different approval groups.
2 votes -
Variables produce a link to the website
When a variable is filled in, a website link is added automatically via automation.
2 votes
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