6889 results found
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Automation: The automatically sent document will contain information provided by the recipients from the first document
When using the automation "Sending another document when PandaDoc document status changes" the second document will contain information provided by the recipient in the first document
4 votes -
Improve Suggest Edits appcue to be more obvious
Customers are selecting "collaboration" in lieu of suggest edits as the appcue for suggest edits is on the bottom.
It'd be great to have suggest edits be more intuitive and obvious for a recipient.2 votes -
Have a form automatically signed by the publisher when published
Need to embed my contract as a form on my website, and when the client starts the form, I want my signature (Publisher) to already be there.
2 votes -
Conditional approvals based on the Sender
Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.
13 votes -
Template & Content Library - Ability to set rules or automate giving direction or order to the person creating it.
I'd like the document based on the template to ask the creator to select which of the content library items should be used for particular alternate content. That is, how to make sure the person creating the document from template chooses one (but only one)
1 vote -
Styling variables on a document/template
We would like to be able to add specific styles depending on the variable's value. For example, if the risk exists, it should be displayed in red; if the risk does not exist, it should be displayed in green (an example template is attached)
3 votes -
Option to let a recipient choose one of the quotes in a document
Option to let a recipient choose the whole quote if there are any in a document
2 votes -
Ability to select the folder the uploaded documents are put into.
Ability to select the folder the uploaded documents are put into.
1 vote -
Salesforce: assign recipients from look-up field to roles
Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce
2 votes -
API: extract the signature image
Option to extract the signature image from a signed PandaDoc document and show it in the platform portal.
1 vote -
3 votes
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1 vote
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Option to hide options in the ellipsis
- Option in hiding download convert template etc
1 vote -
sending another document based on recipient's chosen product from initial document that was sent
A document will be sent to the recipient; the recipient will choose a product; another document will be sent to the recipient related to the product they had chosen.
2 votes -
Easier way to send reminders
- will allow the user to have the option on manage and action button using the ellipsis
2 votes -
customize SMS verification
customize SMS verification
6 votes -
Pass files from CRM to Pandadoc
- Option to pass files from CRM to pandadoc
3 votes -
Zoho Pass custom fields from quote to a pricing table
I would like to grab the products and custom fields like VAT and Terms into the documents via Zoho integration when creating a document from a Quote. Some of them can be sent only with the deals, but my use case doesn't work with creating Deals. I tried sending from the deals module but this doesn't work as deals doesn't hold the pricing/product data like the quotes module does.
3 votes -
Copy and paste fields
There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.
Manually adding multiple initials to documents that are 30-50 pages is very time consuming.
Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?
7 votes -
Ability to have a field not required then a rule or option to make required
Ability to have a field not required, then have a rule or option that says, if a box is checked all specific not required fields are then required.
1 vote
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