7483 results found
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Custom report for recipients by status
Would like a report to identify recipients by document status
2 votes -
Status for recipient in approval workflow
Change text in analytics for recipients to "not sent yet" when a document is in the approval status
1 vote -
Approval flow for clients
Often a client needs to approve a document before it can be sent to their boss (the person signing on behalf of the company).
The "document forwarding & signature forwarding" options are not only very confusing to a lot of clients but also confusing for internal approval flows (i.e. there is a signer appointed to a document that is not eligible to sign on behalf of the company).
4 votes -
2 votes
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Athena health
The client is requesting the integration with https://www.athenahealth.com/
1 vote -
Add merge fields to content library
Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.
6 votes -
Basic Standard/Default Fillable fields: Name, Address, Phone, etc.
Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.
27 votes -
Mosaic Financing Partner
Mosaic financing partner payment integration
1 vote -
2 votes
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1 vote
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move template from production to staging without retagging fields
Ability to move templates without having to retag the fields
1 vote -
Format mirroring
Automatic formatting mirroring in two columns of the table
2 votes -
Copper - pass Work phone number as a token
The work Phone Field with a small triangle https://share.getcloudapp.com/NQu78XJd should be populated as a token. As for now, we don't have an option to add it to the PandaDoc token list. The workaround is to create a custom field.
2 votes -
Custom Fonts for each Heading
Ability to set default font for each heading
8 votes -
background color shape
Can add a shape to a background color, to make it more customizable. For example, rounded ends on the background color for text.
3 votes -
Add print icon at the top menu for recipients to easily see how to print to PDF
Although the print option is in the ellipsis, it would help with an analog audience to see a print icon at the top menu.
Recipients need to see how to easily see the ability to print to PDF1 vote -
convert DOCX file to editable in Salesforce integration
Be able to upload and convert DOCX file to editable in Salesforce integration
4 votes -
inline comments to stay highlighted for recipients after sent
the inline comments to stay highlighted for recipients after sent
5 votes -
Customize hyperlinks in documents: options "open in new window" or "popup"
This would be great for links to external items such as your client testimonial videos or a link to schedule a meeting
2 votesHello there,
Thank you for your feature request regarding external links! We highly appreciate it!
Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.
We appreciate your time and looking forward to hearing back from you!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Metrics/reporting for contract negotiations (redlining). Detailed exportable summary
Would like metrics tracking contract negotiations data. Reps using, edits, etc.
6 votes
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