7008 results found
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Disable horizontal scrolling option in mobile view / Limit scrolling sideways on documents in the app.
The customer wanted to disable scrolling option in mobile view.
3 votes -
Send as PDF with link to PandaDoc
Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.
3 votes -
2 way sync with Active Campaign
Option to link documents from PandaDoc to Active campaign
4 votes -
Change the email of the form signer once the form is completed
When the forms has different roles and once role has the wrong email, to have an option to change the wrong email in the completed form without resending it or erasing all the filled details.
3 votes -
Attachment on email body: use attachments in saved messages
Can I add an attachment to that message while in the PandaDocs environment?
(email body before sending document via email)
2 votes -
link from the PDF would automatically be emailed to them if clicked
Is there a way to request the link via email? So inside the PDF, the recipient would click a button that would request the link and the link would automatically be emailed to them.
2 votes -
Add DATE to content
when writing up a contract with start dates and end dates.. it would be cool if we can add the DATE block where a calendar actually populates and we can see the dates - helps if we want to see if the date is on a weekend.
1 vote -
Email notification for Sender to verify that the document is sent
email notification that the document is sent
7 votes -
instead of having all the forms attached to one it would be separate
I have a question. I need to put a packet together for employees but i was wondering is there a way i can do it on here like instead of having all the forms attached to one it would be separate if you get what i mean
So you do not want to have them all within one document but attached somehow to send them altogether?
yes like one doc is the handbook to sign then another doc is the w9 but not in the same doc but in the same package that will be sent
Like a on boarding…2 votes -
Expand the properties of fields available to the API: make fields required / non-required via API
Allow setting of required/not-required or assign owner of a field on document create.
9 votes -
Catalog List-View
It would be amazing if you could see all catalog items in a spreadsheet view. Would make it way easier for maintenance! Having to export and re-import the csv files is the worst :(
1 vote -
a separate Send action in Zapier
a separate Send action in Zapier
2 votes -
Send Signature certificate along with the completed document notification
Option to automate the process of recieving signature certificate after the document is signed.
3 votes -
2 votes
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Ability to adjust filter window size in the Reporting feature
I can see where to filter by templates, but the list is truncated so that I can't see all of the templates at once
1 vote -
PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.3 votes -
Saved messages feature on mobile app
Add Saved messages feature on mobile app
9 votes -
Add tick boxes (checkboxes) on ipad / mobile
At the moment there is no way to add tick boxes on the iPad version of PandaDocs. I appreciate that this is a toned down version of the full panda docs, but this is a really crucial thing and shouldn’t be difficult to implement.
1 vote -
Salesforce: Release notes for recent changes
do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
: but it stopped a while back, it would be great if they started publishing that again7 votes -
smart content in header
be able to add smart content into the document header
7 votes
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