6701 results found
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Skip/remove or override a signer the signing order
Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)
20 votes -
Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs
At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).
124 votesHi! Thank you so much for sharing your perspective. While we currently don’t offer this feature, we put forward the following solution, that may help you cover this scenario, namely:
Please contact our Support team if you need to delete tags. If you have a Member role we might request approval from an admin user on your account.
We hope this suggestion can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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2 votes
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Add or edit payment app settings for completed documents
I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.
4 votes -
Cross-site tracking
Allow integrations (Hubspot in particular) work without enabling cross-site tracking.
2 votes -
2 votes
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Headers/footers for uploaded pages
when adding file the page header and footers are not applied. Do you have a solution for this?
21 votes -
Notification for template editing
Send a notification to the team once the template is updated/edited
4 votes -
Suite CRM
Integration with Suite CRM
10 votes -
[Workspaces] Sync or copy contacts from one workspace to another
Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk
23 votes -
Generate Report of the IP address and location in the Signature Certificate
report of all the signed documents using specific IP addresses
12 votes -
Multiple currencies on the dashboard
ability to enable multiple currencies on the dashboard
23 votes -
Ability to populate documents from fields filled in on a prior document
Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.
8 votes -
Document forwarding
CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record
2 votes -
Model popup when clicking privacy link in embedded view
Warning that client is leaving the embedded signing experience when clicking on our privacy link.
1 vote -
6 votes
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Acumatica
Integration with Acumatica
22 votes -
payment limit
Implement an ability to set up the limit for the document's payment amount for PandaDoc users. For example, I am the business owner and I have a sales rep. I don't want my sales rep to be able to send document with the payment amount > 25 000$ (because I collect amounts > 25 000% in another way)
2 votes -
Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).
Columns that the recipient will be able to edit (or put any info - not only QTY).
46 votesHi there! 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! -
An ability to update and calculate currency once the currency is changed in the pricing table
It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.
12 votes
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