7347 results found
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PDF Portfolio files to be supported by PandaDoc
At the moment we don't support PDF Portfolio file upload in PD documents.
2 votes -
11 votes
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1 vote
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2 votes
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customize the outgoing message based on template
customize the outgoing message based on template
8 votes -
pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce
pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce
3 votes -
API get signature details
For reporting I want to be able to report on when each recipient signed the document vs when the document was completed by each recipient.
2 votes -
Approvers outside of PandaDoc
Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.
9 votes -
Stop auto-population of recipients in Salesforce
Ability to disable the auto-populations of recipients in SFDC
9 votes -
Justworks
Integration with Justworks.
3 votes -
Option to have a recipient to sign the document and forward it to another signer with saved field values
Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.
47 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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Tokens working in embedded template
tokens for template embedded
2 votes -
disabling all reminders
disabling all reminders at a time
18 votes -
Add a checkbox for internal or external on templates
"Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."
2 votes -
2 votes
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2 votes
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Support Loom video embed in documents
support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.
48 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! -
1 vote
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Variables with empty values in CRM: replace Variables values if they're left blank. If the token has no value it will show as blank.
If the variable value is empty in CRM pull the empty value instead of displaying the variable.
Avoid yellow fields in the document if the value is empty in CRM.29 votes -
the ability to designate specific templates available to specific objects within Salesforce.
the ability to designate specific templates available to specific objects within Salesforce.
3 votes
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