6485 results found
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Default Document Sender
By default the document is set to be sent from the document creator, I want to set all the documents to be sent from account owner
1 vote -
Auto update variables data in PandaDoc once Zendesk fields are updated
Auto update fields data in PandaDoc once Zendesk is updated
1 vote -
1 vote
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3 votes
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Option for the sender to resend the document to the recipient who did not recieve the document
Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.
14 votes -
Option to disable change status of documents for non admins roles
Option to disable change status of documents for non admins roles
- will allow the Admin [Owner] to disable the feature from non-Admin user role.
2 votes -
Generate signature certificate when not all recipients have signed
When some, but not all, of the recipients have signed a document. It would be great to be able to close the document (no more signatures allowed), and download the document with the signatures thus far AND have a certificate for those that have signed. This would enable a document to be completed without having all of the required fields completed, allowing for alternative methods or dates for signatures, or even electing a new recipient to replace the ones that didn't sign the first time. This ensures those that have signed will not have to sign the document again, saving…
28 votes -
Salesforce Contract records
When a Panda Doc file is created from an Opportunity record, create SFDC Contract
2 votes -
Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.
Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.
1 vote -
Annotated images
It is sometimes important to be able to highlight specific elements within a single image. The ability to add a pointer (numbered), that corresponds with a list that details each numbered pointer would be very valuable.
The attached image would demonstrate a method of doing this.
3 votes -
Pricing table - wider description box
if you have multiple columns Price, QTY, Unit, discount, this limits the width of the description box.
In turn this make the pricing table longer if you have detailed descriptions or explanations.In quote Roller the description continued across under price qty unit discount and only left subtotal to continue down (which was ok as it defined the description as part of the product.
Also a way to highlight multiple cells to format text together, instead of having to painfully change each cell.
Separate issue - option to set currency to blank if accidently set to one. If you only…
5 votes -
Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients
send doc bundles to different recipients:
Ability to send the first document to one signer/signers and then second one to others, etc
So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on10 votes -
Recipients should be able to edit an ordinary table./ fill out the columns inside the table
Recipients should be able to edit an ordinary table./ fill out the columns inside the table
3 votes -
1 vote
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Outlook
Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.
12 votes -
4 votes
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Restrict ability to add blocks/new content to a document
Need a way of restricting a user’s ability to add blocks at document level. We want them to be able to add variables and fields, but they should not be able to add content to a document from their side.
4 votes -
Improve signature forwarding
Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.
7 votes -
Allow one zap to work with multiple templates
I want to set up a zap based on a trigger which include multiple templates
so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones
8 votes -
Document cc notifications for end users take them to the Analytics
Users that are CC'd on a doc are not able to see the analytics when they first log in.
They are brought to the Customer interface.
To See the analytics they have to search the Doc library for the doc sent.
1 vote
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