3784 results found
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Ability to have a different variable date format on each template
I'd like to change variable date format on separate templates/ documents that will override the general settings
4 votes -
Allow HubSpot field mapping in Content Library items
Currently you can only map properties to HubSpot from templates. I'm making a template with a lot of conditional logic which requires me to create Content Library items as building blocks. I would really like to be able to map my questions in these building blocks to HubSpot properties.
1 vote -
Change sensitivity for form field snapping and nudging
Moving/nudging form fields is too kludgy. This results in radio buttons and check boxes not aligning correctly with the underlying document. The end result is a document that lacks professional appearance and shows our customers that we lack attention to detail.
2 votes -
autofill the recipient's location in the fields
autofill the recipient's location in the fields
2 votes -
Make uploaded Google Slides editable
Currently uploaded Google Slides are static and not editable. Please enable editing of uploaded Google Slides
4 votes -
3 votes
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Remove content library suggestion when adding a blank page
Remove content library suggestion when adding a blank page to a template
2 votes -
Changing font and making bold the Drop Down items
The Drop Down items should have facility to change font and be turned Bold so that when option selected should come in Bold on the document.
1 vote -
Edit Document Filters
the customer wants to be able to customize the filters available for the document and hide/ remove the unnecessary filters
2 votes -
Send Via Text (SMS) - Supported Countries
Add the United Arab Emirates and the Kingdom of Saudi Arabia to the list of countries supported for sending documents via SMS.
3 votes -
Automatically add initial and signature fields for a second signer
Currently, I have to maintain two versions of each contract template to accommodate situations where a second signer is required. While other platforms I’ve used allow me to simply add a second signatory, which automatically generates a second set of initials and signature fields, PandaDoc requires me to manually add and position each box for the second signer which takes too long.
This process is not only time-consuming but also cumbersome, as it forces me to duplicate every contract template to create a version for two signatories. Managing and selecting the correct template becomes unnecessarily complicated with twice as many…
1 vote -
Change opportunity stage in Copper when PandaDoc document status has changed
To update opportunity or project stage in the pipelines in Copper CRM when PandaDoc document status has changed to completed.
1 vote -
Conditional filtering in reporting module (i.e. "or"; "and")
Ability to run reports that include conditional filtering. For example, documents created this week or documents sent this week but created at any time.
1 vote -
Allow the approvers to initial/sign at the approval stage
Allow the approvers to initial/sign at the approval stage.
3 votes -
Show the error message when users are editing the recipient details
The customer was facing an issue editing the recipient's email address on the document. They're only seeing the email address box turn red but they're not sure what the issue was until I advised them to edit the email address in the Contacts.
3 votes -
Web-based SAML app in Google's catalog with auto-provisioning features.
hello there! So, we've noticed that Google Workspace supports auto provisioning through SCIM only for a subset or third parties that have apps listed on their catalog. They do not support any custom SCIM integration. We have noticed that PandaDoc has an app listed in their catalog, but for Android. Are there any plans at PandaDoc to publicize a web based SAML app in Google's catalog with auto provisioning features? If so, could we get a rough estimate so we can circle back when it's ready and redo the SSO integration with batteries included?
2 votes -
5 votes
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Have a contract repository for non-Pandadoc signed contracts
We sign a lot of agreements with third-parties (such as the third-party sending us their contract; using non-Pandadoc systems) but we would like to keep those in Pandadoc along with our Pandadoc contracts. Right now you have to upload it as a "document" but then it gets confusing because it looks like it's a contract that needs to go out for signature. Would love a very simple "upload file" and ability to sort it like a file drive.
1 vote -
[Mobile app] In-app/push notifications
In-app/push notifications, for example, when the client opens a document/completes a document
3 votes -
Option to have in-person signing only
We are only needing 1 template to be limited to in-person signing, wanting to block sending this document via email.
2 votes