7098 results found
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Ability to filter documents by the signing order progress.
Ability to filter documents by the signing order progress.
2 votes -
[CRM]: Variables filled in all capitalized
Have the option to fill in variables as all capitalized letters if you pull the info from the CRM
2 votes -
A new folder is created when a document is completed
A new folder is created when a document is completed
1 vote -
Automation: Transfer document ownership
Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace
1 vote -
Program a date/time to send a document from HubSpot
Program a date/time to send a document from Hubspot
1 vote -
7 votes
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Send another PandaDoc document when PandaDoc document status changed to Paid
Send another PandaDoc document when PandaDoc document status changed to Paid
1 vote -
Display a pop-up letting the team know that a specific approver is in the review stage
It would be a great feature to display a pop up letting the team know that "X" person is in the review stage.
We have multiple people in our approval groups for quality control and often have multiple people opening at once. We currently have to use outside chats to tell each other who is going into approve and it gets messy.
2 votes -
Copy templates to a the new workspace
Customer would like the option to be able to copy templates to another workspace.
19 votes -
margins - entire page or document/template
margins - option to apply margins across entire page or document/template
2 votesHi,
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 video below:
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Superscript in Product catalog
Option to have superscript in the Product catalog
2 votes -
Integration with Amadeus Delphi
Integration with Amadeus Delphi to make eSignature faster.
1 vote -
Option to replace a signed document with a new one
Option in the Pandadoc to null the signed letter: replace a signed document with a new one. The existing signed documents should be in the bottom with X line.
This functionality should allow users to update or replace a signed document while providing clear visibility of the previous version within the new one.1 vote -
Option to save variable value to CLI
Option to save variable value to CLI
1 vote -
Keep the signature when duplicating a document
Keep the signature when duplicating a document. Currently, the signature gets removed on the duplicated document.
1 vote -
Template Gallery in the EU Domain
Access to the Template Gallery in the EU domain/server
6 votes -
Zoho trigger status for expired documents
Currently, if I set up a Zoho CRM automation so that when the contract is completed or declined, it changes the Deal status in Zoho CRM. LOVE IT! Huge fan! Is it possible to add a similar function to when the document expires? Currently the only two options are "Completed" or "Declined" on the Pandadoc side of the integration? Thank you!
1 vote -
Ability to copy an image from Excel and add it to the image block
Having the ability to copy an image from Excel and add it to the image block without heavily impacting image quality.
2 votes -
Keep the formatting when importing Google Doc
Keep the formatting when importing Google Doc
4 votes -
1 vote
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