5387 results found
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2 votes
Valeryia Baranava responded
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Ability to check the reporting specified to the customer.
Ability to check the reporting specified to the customer.
1 vote -
allow recipients to choose a payment method
allow recipients to choose a payment method
10 votes -
Undo signature
Ability to undo a signature for one specific user instead of erasing the entire document.
5 votes -
Dynamics 365 Jobs
Integration with Dynamics 365 Jobs
2 votes -
Document rejected notifications *sent to a document approver / rejected docs and notes to them visible in one place
Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well
5 votes -
pre assign person email in roles in content library items
pre assign person in roles in library item
4 votes -
to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in
to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in PandaDoc and synchronize each one of them into separate Dropbox folders
2 votes -
Rename "page properties" to "Section Properties"
Rename "Page Properties" to "Section Properties". Then one section could span across multiple pages, such as when the text exceeds one A4 page, meaning a PDF page break is shown.
Better would be automatically create a new page within that "section". Then allow each section to have distinct properties like images, footer, header etc.1 vote -
background image work for pages with PDF page break
We have templates with background images. Where there is a lot of text, and a PDF page break is added, we would want a Page Properties on Settings to allow the background image to be carried across to other pages. Currently it automatically expands itself, thus breaking continuity.
Basically, we want it to operate like an image on a Word document.3 votes -
Ability to set the A5 format.
Ability to set the A5 format.
1 vote -
Add recipient in CC via API
Can we enable support for adding the Receipt email address via API to existing documents because the same functionality is doable via User Interface
2 votes -
Loading Documents on a new tab
Allow documents to load when they are opened in new tab even if you are on a different tab
1 vote -
Auto-update content library item once updated in a document/template
Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.
Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.
In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…
42 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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11 votes
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Document Bundling - completed document triggers bundle send to same recipient(s)
Would like the capability for a bundle to be sent upon a signed NDA.
Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.5 votes -
Conditionally Bundle Documents
Ability to set conditions to bundle documents
5 votes -
Approval Workflow auto-reminders
if an approver doesn't approve a document in a certain amount of time they get an email reminder
25 votes -
3 votes
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GET Documents by Sequence Number
Currently in Zapier and in the API documentation it says you can find documents via Sequence Numbers, but this is not the case. It would be incredibly useful to GET documents via API with a unique identifier such as Sequence Numbers. This way we can make a connection between Apps to find PandaDoc documents and associate them to other apps via automations.
3 votes
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