7365 results found
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Calendly
ability to integrate Calendly
11 votes -
fillable fields for internal use only
fillable fields for internal use only - hide fields from customers or recipients
9 votes -
Ability to have multiple primary signers in Forms
Ability to have multiple primary signers in Forms - meaning, if you have set a secondary recipient (but haven't pre-assigned a person to it), the primary signer does not have to enter the information (email address/first name/last name) for the secondary recipients.
8 votes -
Checklist for Completed Items
Checklist for completed items on a form or document that can be followed by the document owner.
2 votesHi,
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Format data coming in from Salesforce
Is there a way to format the data coming in? For example, I want to change the date format to be MM/DD/YYYY and to format the amounts to have currency symbols and comma separators.
3 votes -
ChargeBee
Integration with ChargeBee
15 votes -
Ability to add comments to Audit trail
Ability to add comments to Audit trail
2 votes -
option for recipient to save the signed document to their own PandaDoc account
option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.
2 votes -
Attachments blocks that can be placed all over the document content
Attachments blocks that can be placed all over the document content, not only at the end of the document
1 vote -
Ability to create a quote with a quantity total rather than only a price total, as we work on a points system.
The ability to total quotes by quantity rather than only price, as we work on a points system against a monthly retainer fee.
3 votes -
Edit the email of the sent document then auto resend it after it was changed
Edit the email of the sent document then auto resend it after it was changed
2 votes -
Ability to see any documents which need action taken in the dashboard
It would be useful to be able to see documents which are needing action by the user, regardless of if the document was sent to the user from someone outside of their account. Currently, documents pending action need to be searched for through searching emails. It would be useful to have the account be a one-stop-shop including any documents that need to be completed.
1 vote -
Add custom field value to the general product list view in Catalog
Add custom field value to the general product list view in Catalog
1 vote -
copy tables with formating
Ability to copy and paste tables from third-party applications, like Google Sheets or Microsoft Excell, without losing formatting.
8 votes -
Bundle document in Salesforce PandaDoc module
Ability to click on the "+ Document" option in Salesforce's PD module
2 votes -
2 votes
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Sort Template folders when creating a document from a template view.
Folder View on Create 'New Doc' fly-out. Add a 'View' option set of buttons to sort/view Folders (will improve organization of folders alphabetically, numerically, etc.)
Similar to how Templates has a View option (List/Grid)
4 votes -
Reminders set in hours
Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.
8 votes -
1 vote
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To have the ability to edit a completed document from the recipients view.
To have the ability to edit a completed document from the recipients view.
1 vote
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