391 results found
-
Automatic PDFs of a Signed Document
when a final signed copy of a document is finalized, I receive a link in an email that then takes me into the PandaDoc where I can then download the document. It would be nice to have the PDF in the email instead. We sent out POs and our vendors need copies of their POs all the time. I'm trying to workaround the issue but until then I have to download the file and send it to them.
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature is available in the system, please see more about this here: https://support.pandadoc.com/hc/en-us/articles/360026361793-Automatically-send-PDF-of-a-completed-document
Have a wonderful day!
-
1 vote
The feature is available within the system. Please see the screenshot attached and this link (Reporting) for more information.
-
1 vote
-
Chrome Extension - List Document Numbers
List document numbers on the Chrome Extension. This was a feature on previous versions of the extension.
1 vote -
1 vote
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're happy to let you know that there is a way to set a default pricing table line item description color. Please see these links for more information:
Have a wonderful day!
_____________________________________
Hi! Vielen Dank für Ihre Funktionsanfrage an PandaDoc! Wir wissen es zu schätzen!
Wir freuen uns, Ihnen mitteilen zu können, dass es eine Möglichkeit gibt, eine Standardfarbe für die Beschreibung von Einzelposten in der Preistabelle festzulegen. Weitere Informationen finden Sie unter diesen Links:
Haben Sie einen wunderbaren Tag!
-
Required selection of checkbox out of a group of checkboxes
One thing that I enjoyed about Docusign was the ability to have a grouping of checkboxes and force a selection of at least X# of checkboxes. While the checkboxes in Pandadoc have ability to be required, it doesn't allow for you to choose that at least one box needs to be selected out of a grouping of boxes, only that the specific box MUST be selected.
2 votes -
Change doc sender via API
Change doc sender via API
1 vote -
Deleting document should delete document from reporting
When you delete a document, the document information still shows up in Panda reporting. This causes confusion and shows errors in reporting. When you delete the document, it should delete out of any reports.
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to remove deleted documents from Reporting is available within the system. Please see the file attached for more information, and have a wonderful day!
-
Option to cross out selected text in a document.
Selecting the text and then cross it out
2 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature is available:
https://www.loom.com/share/e8cb9e140cd34277aacb7755821c2e17
Have a wonderful day!
-
Can you request to have your designers update the new version to have variables be in order and not alphabetical
Can you request to have your designers update the new version to have variables be in order and not alphabetical
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to sort the variables in the documents has been released. Please see the file attached and this link for more information: https://support.pandadoc.com/hc/en-us/articles/360020552894-Variables
Have a wonderful day!
-
1 vote
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to identify how many times the templates have been used is available within the app. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting
Have a wonderful day!
-
SMS Verification for API Created Docs
Be able to add SMS verification to docs created via API.
32 votesHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
-
to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc
to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc
2 votesHi there! Thank you for your feature request submitted to PandaDoc!
Please be advised that the workflow you're requesting can be achieved with PandaDoс Forms. You can read more about this here: https://support.pandadoc.com/hc/en-us/articles/1500000482381--Editor-2-0-Collecting-signatures-with-forms
Have a wonderful day!
-
Reporting: filter for trash documents
filter that would allow excluding trash documents from the reporting
1 vote -
Allow Recipients to re-assign the Signer!
To allow recipients to forward PandaDoc + re-assign signer privileges! This not only mitigates back&forth, but often with large corporations, decision-makers/signers are gated by procurement teams, financial teams, etc. A document passes the gaze of several pairs of eyes before it's presented to the signer.
For smaller companies, sometimes your point of contact is the admin/executive assistant, who gates for the CEO or decision-maker. Out of respect, I should be able to forward to PandaDoc to the EA, and he/she reassigns the signing privileges to the CEO.
That should happen internally without my involvement. Very important feature to have to…1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 😊
The feature allowing to forward the Signer rights to another person is available within the system, please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/360019823694-Document-and-Signature-forwarding
Have a great day!
-
Attachments to the main document
Hello, it would be useful to allow one or more attachments to the main document sent to the customers. I'm thinking at the upload the customer's ID card or similar that the customer will be required to attach.
1 voteHi there! Thank you for your feature request submitted to PandaDoc!
The workflow you're trying to achieve with attaching the ID card is available within the system. Please refer to this article for more info: https://support.pandadoc.com/hc/en-us/articles/360063388533--Editor-2-0-Collect-files-field
Have a great day!
-
1 vote
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re happy to let you know that the feature "Hide the left page reorder panel" is available within the system. Please see this link for more information and the screenshot attached: Table of contents.
Have a great day!
-
1 vote
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're glad to let you know that the option to embed your social media links as images is available within the app. For this, please upload a social media image via image block and paste the link to your profile in the hyperlink. You can also see these links for more info:
Have a wonderful day!
-
Creation of multiple documents via uploading files at once within PandaDoc app.
Creation of multiple documents via uploading files at once within PandaDoc app.
2 votesThank you for the feedback!
Bulk import allows you to upload multiple files at once. This helps simplify document creation and allows you to store your previously completed documents in PandaDoc. All files will be uploaded as separate documents to the selected folder in either Draft or Completed status.
You can read more about it here:
https://support.pandadoc.com/hc/en-us/articles/9903483153175-Bulk-import-documents-to-PandaDoc
-
Partial signing order: select a signing order and have non-signing order recipients, who can sign without holding up the order list.
Would like for there to be a capability to have a certain set of individuals in a signing order, but also be able to have recipients who are not listed on the signing order aka can sign without holding up the order list.
12 votes
- Don't see your idea?