5389 results found
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2 votes
Valeryia Baranava responded
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when the document is uploaded to Microsoft teams, there's no option to convert it.
when the document is uploaded to Microsoft teams, there's no option to convert it.
2 votes -
Automation with the internal systems(using freshbook) For invoices and contracts
Automation with the internal systems(using freshbook)
For invoices and contracts2 votes -
pull photos of users to PandaDoc documents from Salesforce
pull photos of users to PandaDoc documents from Salesforce
2 votes -
Pre assign roles in app
Would love to see pre-assigned roles carry over into the app
2 votes -
Notifications for the "collaborator"
When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.
14 votes -
Customize/select/personalize email messages for multiple recipient/signers
Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.
41 votes -
Full Name variable
full name variable instead of first name and last name separately
6 votes -
Ability to add or attach a document / attachment to a completed document
Would like to have the ability to add W-9 and Banking instructions to a completed document.
20 votes -
MS teams - ability to sign in-person
Would like the ability to sign in-person through Teams integration
2 votes -
street address validation
Validation that the address is a confirmed street address
9 votes -
PandaDoc Project Mangemnet
Create Projects with documents and tasks assigned to users.
4 votes -
Set up multiple choice section and editable quantity in the data merge PD PT-Hubspot
Ability to set up the data merge so that to pull Hubspot products with editable quantity and to the multiple choice section in a PD PT (automatically, not having to set this manually)
2 votes -
Contact change will change a recipient email in a live document.
When entering an email address incorrectly, the user should be able to make a change to the Contact in the Contacts area, and it should allow for that email address to correct for the Recipient in a live or open document. Currently, it does not make that change, which results in the user needing to a.) Add another recipient, changing signer status to the new recipient, and deleting the incorrect recipient, or b.) starting over with a new document if A fails, which it currently is with a bug in the system.
9 votes -
Quickly switch between multiple taxes for different regions
when creating a new proposal we would want to be able to store and choose from various tax rates in the pricing table before we send it to the client. For example, I can be selling the same service but need depending on location, there can be up to 5 different tax rates that we need to include. It would be great if at the tax box in the pricing table we could choose the appropriate rate from a drop down rather than have to modify the rate for each proposal.
4 votes -
WorkDay
Integration with workday to allow for documents to be sent out of workday and tracked.
12 votes -
PDF field recognition improvements
When uploading a PDF document as a template improve field recognition.
12 votes -
Conditional Content Approval
Needs conditional routing, conditional approvals (More advanced than what we have)
When content within a document is edited to remove or edit clauses from the template send for approval to specific group.
20 votes -
1 vote
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Notifications settings from documents created from Forms to be separated from the notifications for the regular documents
Separate notifications settings for regular documents and documents created from forms
6 votes
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