5369 results found
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Bypass recipient information input in forms
The ability to enable recipients to not have to input recipient information before singing a form
4 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team via your PandaDoc account. For more information, please click the link below! -
Redirect recipient to a custom URL upon completion based on certain conditions.
Redirect recipient to a custom URL upon completion based on certain conditions.
5 votes -
Embedded form: hide the section on the top of the form that displays a recipient's email address
Embedded form: hide the section on the top of the form that displays a recipient's email address
3 votes -
Automations: change document name after document completion
Change document name after document completion
4 votes -
Text block conditional logic
The ability to have conditional logic on text block not just text fields.
5 votes -
Integrate Survey Monkey or other Quiz apps
Native integration with Survey Monkey or apps for quizzes.
1 vote -
Comments on templates
I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.
6 votes -
Option for recipient to Approve or Decline the document from the email they receive
Option for recipient to approve or decline the document from the email they receive
10 votes -
Variable in Document Name/Title within the bundle
Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.
8 votes -
4 votes
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Recipient Analytics Reporting
Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).
15 votes -
Integration with AI redlining/contract review tool
Integration with AI redlining/contract review tool like: https://www.spellbook.legal/
https://www.ivo.ai/2 votes -
Ability to connect Authorize.net sandbox environment.
Ability to connect Authorize.net sandbox environment.
3 votes -
HubSpot - tokens available on deals for linked/sub/ associated deals
HubSpot - tokens available on deals for linked/sub/ associated deals
2 votes -
Stripe - Support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods
PandaDoc to support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods through Stripe.
3 votes -
Custom role can be used for the SSO
Custom role can be used for the SSO
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. To update your SSO settings, please reach out to the Support Team.
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Ability to assign a whole content blocks (table) to document recipients
Ability to assign a whole content blocks (table) to document recipients for them to fill in
1 vote -
Volume Based Pricing: Price per Total Quantity (not per piece)
The ability for users to set a fixed amount depending on the total number of items. Example, anything that is above 10 pieces will have a total price of $1000, and so on.
1 vote -
Export List of all Recipients who have signed a document
The feature that will allow users to generate a report that shows all contacts/recipients who have signed a PandaDoc document with the document status indicated.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below: -
Change the subject line of the form
The customer requests to change the subject line on the form when the copy was sent to the submitter of the form. Customer would like the subject line to indicate as them (form creator) instead of the submitter who sent them the copy of the form
3 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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