7252 results found
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Legal advising software
Integration with Legal advising software to help with agreements
1 vote -
Refresh Document Status in Inbox
Status of document under Inbox does not automatically update/refresh once a document has been signed already. Since the behavior of your app is, it will open a new window to display the doc for signing. Is it possible that upon finishing the esigning process, it will also refresh the inbox page. Pls see below steps to further understand what the user wants to happen.
Steps:1 vote -
Select default window in PandaDoc: Make Inbox pop up first when logging in
Wants to have the Inbox pup-up first everytime a user logs in to his/her PD account, instead of the dashboard.
1 vote -
Log email reminders to Salesforce
Templates are setup to send reminder emails to customers. Is it possible to log those email reminders to Salesforce?
1 vote -
2 votes
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1 vote
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Customize signature certificate design
Option to add approval info to the signature certificate, for example, "Read and approved"
53 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Option to have the signature appear with a frame around it with the transaction ID number.
Option to have the signature appear with a frame around it with the transaction ID number.
2 votes -
Remove users via SSO
Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.
12 votesWe wanted to share an update regarding [insert idea]. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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The ability to map a discount set in a flat amount for a Text field with Hubspot.
Right now -- only percentage values are mapped per the help center article, not discounts set in a flat amount (for example, $1).
2 votes -
Multiple selection for radio buttons: Enable multiple optional items in Radio Buttons to be able to choose as many options as needed
To have the radio button field to have multiple optional item like the pricing table sections.
32 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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Too Many Clicks
There is way too much clicking required for the salesperson to enter in fields. We have to click the field to get it active and then double click to edit. Its death by a thousand clicks. Also, there is no "tab" function to tab to the next editable field. We'd like to see the user experience improved by fewer clicking (go straight to edit mode) and ability to tab to the next fields.
1 vote -
Confirm with the client before we charge them when switching to paid plan after trial
Confirm with the client before we charge them when switching to paid plan after trial
2 votes -
System will fill out automatic HEX code
System will fill out automatic HEX code
1 vote -
Limit supported file types accepted by Collect Files Field
It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.
9 votes -
Social media links previews to be branded as the company workspace, not PandaDoc
Able to preview a link with customized branding settings like logo and look and feel when shared in social media sites. Please add this option
We will be sharing links to proposals in messenger services like on LinkedIn. We want the preview to be branded with our company, not pandadoc.... where are the settings to customize the link preview and icons that show?
1 vote -
Clear button for Signature Field
Clear signature from pre-signed signature block. At this time, the only way to clear the signature from the block is to delete it or reassign it.
2 votes -
4 votes
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Different currency for Document Value and Pricing table
In case the pricing table and the document value has different currency, option to recalculate the document value in other currency based on currency rate.
1 vote -
Automations: save PDF of the document to Desktop
Option to set up the automation to save PDF to a folder like Desktop on your local PC
1 vote
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