3812 results found
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Update uploaded file layout
Add an option to match layout of the uploaded file to pages in PandaDoc
10 votes -
Reporting documents by Updated Date
It would be helpful if we were able to run a report based on Updated Date and not just by Documents Created, Sent, and Completed. There was a time before the reporting had been updated where we could see all document activity for a given day based on the Updated Date. This would give me a complete picture of activity (Created, Sent, Updated, Completed) for that given day. Thanks!
2 votes -
Approval on text/content blocks on an order form/contract
When certain items in an order form have been changed (for example governing law, payment terms, etc), there is no approval triggered. As a result of this, legal has to review the entire order form all the time. If would be very beneficial when you could trigger an approval workflow when certain text or content is changed. For example, when the payment term is changed from the default (or default options in a dropdown), the approval workflow for approval by Finance is automatically required.
2 votes -
Dropdown functionality under Content Blocks
Currently, there are limited options under Content Blocks, such as Text field, table, and pricing table. The issue that we are facing is that the document creator has too much flexibility to enter what they want in a text block. It would be very beneficial when they could select an option from a dropdown menu, which has been set up at template level. This also prevents issues with triggering smart content items based on the rules due to typos.
4 votes -
Send document directly from the Hubspot to the customers avoiding Draft option
It would be nice to send documents directly from Hubspot to recipients without editing them in PandaDoc.
3 votes -
1 vote
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to be able to bundle the signed document and a new one
The signed document can be added as PandaDoc document to a new document which is not signed.
2 votes -
Option to present/get repoting data in Power BI
Option to present/get repoting data in Power BI
1 vote -
Disable horizontal scrolling option in mobile view / Limit scrolling sideways on documents in the app.
The customer wanted to disable scrolling option in mobile view.
3 votes -
Send as PDF with link to PandaDoc
Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.
3 votes -
2 way sync with Active Campaign
Option to link documents from PandaDoc to Active campaign
4 votes -
Change the email of the form signer once the form is completed
When the forms has different roles and once role has the wrong email, to have an option to change the wrong email in the completed form without resending it or erasing all the filled details.
3 votes -
Attachment on email body: use attachments in saved messages
Can I add an attachment to that message while in the PandaDocs environment?
(email body before sending document via email)
6 votes -
link from the PDF would automatically be emailed to them if clicked
Is there a way to request the link via email? So inside the PDF, the recipient would click a button that would request the link and the link would automatically be emailed to them.
2 votes -
Add DATE to content
when writing up a contract with start dates and end dates.. it would be cool if we can add the DATE block where a calendar actually populates and we can see the dates - helps if we want to see if the date is on a weekend.
1 vote -
Email notification for Sender to verify that the document is sent
email notification that the document is sent
7 votes -
instead of having all the forms attached to one it would be separate
I have a question. I need to put a packet together for employees but i was wondering is there a way i can do it on here like instead of having all the forms attached to one it would be separate if you get what i mean
So you do not want to have them all within one document but attached somehow to send them altogether?
yes like one doc is the handbook to sign then another doc is the w9 but not in the same doc but in the same package that will be sent
Like a on boarding…2 votes -
Expand the properties of fields available to the API: make fields required / non-required via API
Allow setting of required/not-required or assign owner of a field on document create.
10 votes -
Catalog List-View
It would be amazing if you could see all catalog items in a spreadsheet view. Would make it way easier for maintenance! Having to export and re-import the csv files is the worst :(
1 vote -
a separate Send action in Zapier
a separate Send action in Zapier
2 votes
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