6452 results found
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Set a Saved Message on the template level
Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message
42 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Automatic conversion of Excel file to PDF within PandaDoc
Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)
10 votes -
Cascade HR
Have an integration with Cascade HR system
2 votes -
Customize email format sent out via whitelableing
PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.
1 vote -
Email tracking each time a document is being opened
every email open means someone is thinking about their quote
so it would be an awesome feature1 vote -
Signature Fraud Warning
Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.
1 vote -
send a PandaDoc to a phone number rather than email
Account has recipients that do not have an email address
6 votes -
1 vote
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1 vote
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create a report from the documents created per recipient
create a report from the documents created per recipient
11 votes -
Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent , viewed, expired and completed documents
Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily
5 votes -
change the mark on the check box from check to "x"
change the mark on the check box from check to "x"
1 vote -
1 vote
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QR Code (or barcode) on form instead of link
Ability to use QR code instead of link for forms
13 votes -
1 vote
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Auto Adding Field with Regular Larger Font
It's such a nice feature which PandaDoc can add text fields automatically to uploaded files, however the default font is set to 6, which is way too small for regular documents use. The normal font size for all my documents are 12. Changing the font size individually involves readjusting the size and position of the field so it creates a lot of work. I dropped using this feature because of that. Hope there's a way to adjust this.
2 votes -
I can't copy the text I entered in a field
It'll be easier if I can copy and paste what I entered into the text field so because drag and drop duplicated field may not always be easy.
3 votes -
Template & CRM Roles mapping: Autofill role with contact Email in Zoho
Auto assign contact role when creating a document in zoho
4 votes -
3 votes
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Create a copy or shortcut of completed documents in another workspace
Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.
6 votes
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