6888 results found
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Ability to remove a signer after document has been sent
Ability to remove a signer after the document has been sent
7 votes -
Conditional product pricing
Conditional product pricing: ability to create a product that has a price that is a % of a subtotal
1 vote -
Set various required Signatory fields as a minimum (default) before Doc can be sent
This is to avoid accidentally sending a quote/ Order out without, as a minimum, a ‘required’ Signatory field (and/or others fields), which resulted in us receiving a Doc ‘completed’ email notification upon the recipient simply viewing and not completing any of the Doc, because nothing was 'required’. Which we want to avoid happening again!
1 vote -
2 votes
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Add a bulk send item (similar to delete/move function) where we can select documents from the dashboard and click send
A lot of time is consumed when documents are to be sent, as such we really require a feature where we can select documents from the dashboard and send them, instead of having to open each file.
1 vote -
[Quote builder] Ability to change the background color for each product
Ability to change each individual background color for quote builder
10 votes -
Ability to simultaneously sign Document with several others
Ability to simultaneously sign Document with several others at least 25 like Docusign has
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. You can add up to 50 recipients to the document and set up a signing order, including a non-sequential order that allows several recipients to sign simultaneously.For more information, please follow the links below:
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Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.
Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.
1 vote -
Set Saved Messages for Specific Users
Ability to create a set of Saved Messages made available for specific users of a workspace to choose from, disabling the feature for them to create their own.
1 vote -
Installments: custom interval
Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.
9 votes -
Make two rows as a header in the regular table
Option to make 2 rows as a header in the regular table so these 2 rows are shown on the new page in case of page break
2 votes -
In the pricing tables, the ability to start at a higher number than 1 for volume based pricing.
I would like the ability to start with a higher number than 1 for the first tier of pricing on the volume based pricing for a product. This is because I would like to set a higher order minimum than just 1 unit. I need to be able to set a higher order minimum when providing quotes to customers.
5 votes -
Add signatures to notarized documents after the session has completed
Add signatures to notarized documents after the session has been completed. Use case:
I am needing to notarize a document with two different humans who cannot sign together. I was planning on just having one sign the actual (long document) then have the second person just sign a page with a notary block. Is it possible to then add that last signature and notary block to the signed locked document?2 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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2 votes
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Link document to Salesforce: update products
Option to update products in the pricing table when the document is linked to Salesforce opportunity from the PandaDoc side
1 vote -
2 votes
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Move a workspace to another account
Abilty to move workspace from one account to another
1 vote -
Salesforce Integration: Pull data using radio buttons
Ability to pull data using radio buttons field
1 vote -
salesforce return to parent object from child
This is in relation to the SFDC integration starting from the iFrame. There is a button that says 'return to object' at the top at the point of creating a document. We create docs from child records. It would be ideal to click 'return to object' and be linked to the associating parent object.
1 vote -
Label "Change Signer" to "Change Signer or Update Email"
If a recipient's email is typed incorrectly, having the ability to update the email address is a great feature that already exists. The label "Change Signer" could be more clear with the label "Change signer or update email".
1 vote
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