7630 results found
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Column-based views with the list of documents
Can PandaDoc display a clear, column-based view showing:
Current document stage (Draft, With Rep, With Approver/Manager, With Client, Finalized)?
Who the document is currently waiting on?
Can this information be visible without hover actions?2 votes -
[Reports] Show details about the report itself (Who created the report and when it was created).
Currently, you are unable to see who created a report and when it was created.
1 vote -
Option to set up a trigger on a partially signed document
we are wanting to set up an automation with our HubSpot account. However, we need an automation to run only 1 our of 2 people have signed the document? (partially signed).
1 vote -
Ability to print signatures on paper documents
Ability to print signatures on paper documents and align with the formatting.
1 vote -
Email notification when ALL items in the Action Plan have been completed
Currently we get a notification when every single action item is completed, but not when the entire action plan has been completed. This would be preferred.
2 votes -
Convert uploaded PDF to docx version
Convert uploaded PDF to docx version
1 vote -
Additional notification before sending an empty email with a document
There should be an additonal notification asking a user whether they want to send an email to a recipient without any content if they don't add any.
2 votes -
Add the chat feature back in the new editor
I need the chat dialogue box it's critical. It was the deciding feature for us staying with Pandadoc. Docusign has this feature.
2 votes -
Change logo shown on desktop tab to match branding setting logo
Change the logo shown on the desktop tab to match the branding setting logo. Currently, it shows the PandaDoc logo
3 votes -
Either/Or signing (one-of-many authorized signer)
Title: Either/Or signing (one-of-many authorized signer)
Request: Add an “either/or signer” recipient type so a document can be sent to two (or more) authorized signers, but only one signature is required to complete the document.
Expected behavior:
Sender selects a signer group (e.g., Signer A OR Signer B).
The document completes when any one signer in the group signs.
Once one signer completes, the remaining signer(s) are automatically marked as not required and can no longer sign.
Audit trail/certificate records who signed and that the others were optional.
Optional: ability to restrict the group to specific emails/domains for compliance.
Why…1 vote -
Pass HubSpot “Rate Percentage %” line-item property into PandaDoc’s Quote Builder / Pricing Table
This is a common HubSpot ↔ PandaDoc limitation, where you can’t automatically pass a HubSpot “Rate Percentage %” line-item property into PandaDoc’s Quote Builder / Pricing Table as a percentage today—at least not directly.
2 votes -
Selecting Time zone for Sydney Australia (UTC +11) AEDT
Selecting Time zone for Sydney Australia (UTC +11) AEDT in the Document settings
4 votes -
Built-in automation to tag documents based on form field selections
Built-in automation to tag documents based on form field selections
2 votes -
And/OR logic Smart content
Are you able to use AND/OR logic within Smart Content?
For additional context, we’re trying to conditionally surface legal terms based on what’s being purchased. For example:
If the customer purchases only Product X, we want Legal Terms X to appear.
If they purchase a combination of Product X and another product (Y, Z, etc.), we want a different set of legal terms to appear.
If Product X is not included at all, then only the standard legal terms should appear.
I also had one additional question: if we have separate pricing tables, is it possible to have a single…
2 votes -
Pass Pipedrive Contacts variables to Pipedrive Deal variable
cross-reference Pipedrive Contacts variables to Pipedrive Deal variable so that the contact variables will also be available when creating a document in deals
2 votes -
1 vote
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1 vote
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Option to set deposit percentage on pricing table
Each plan requires a different deposit percentage (20%, 25%, 30%)
1 vote -
companycam integration
It would be amazing to have a company cam integration. We use it extensively for our proposals and putting those images into pandadoc would be EXTREMELY helpful for visual proposals
1 vote -
calculation or ability to use formulas in fields
I have five dropdown fields with numeric values. I need to place another field that displays the average of those five dropdown fields. In Docusign, we achieved this with a formula field. I can't find the equivalent in PandaDoc. How would I display the average of those fields in PandaDoc?
1 vote
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