7500 results found
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Encryption and Security of Forms
Ability to secure forms with passwords/ sms verfications/ email verifications
9 votes -
Option to have more than one header in a table
A way to have more than one header in a table. For example, the option to have two primary headers as well as section headers
2 votes -
Edit Email Subject Line Inviting Collaborators
Have the ability to edit the subject line when inviting a collaborator
1 vote -
Ability to adjust video links via API.
Ability to adjust video links via API.
1 vote -
HubSpot two-way sync: add the document link we generate to an email on HubSpot
HubSpot two-way sync: add the document link we generate to an email on HubSpot
1 vote -
View the resolved suggestions on a completed document
We are trying to review the comments and suggestions on a completed document in order to improve our templates and processes. We can see the history of comments, but they are separate from the document so we don't know where those comments were made. I know we can restore previous versions of a document, but we don't want to create a duplicate for every document when reviewing. Is there any way to see the history of comments/suggestions after a document is completed?
1 vote -
API: Update Saved Contacts Email Address
Currently, endpoint
https://api.pandadoc.com/public/v1/contacts/{}contact_id{}/ does not allow updating of saved contacts' email addresses, it would be better if all contact info can be updated via the request.2 votes -
add recipient not as cc nor signer
In our subcontractor templates, we always have a couple of fields that describe the client. So I'd basically like to add the client to the contract as well, without involving him in the signing process. So in summary, I'd like my client to assume the 'client' role in my PandaDoc templates, without actually CC'ing him/her
2 votes -
Search option in Automations
Make it possible to search the automations, its time consuming to scroll through an entire list of automations
2 votes -
Option to Download the Uploaded File from Collect File Field in HubSpot
The customer would like to be able to download the uploaded file from the 'collect file' field in HubSpot.
1 vote -
Request for CSV File in Bulk Send to Automatically Sync Phone Numbers from PandaDoc Contacts
Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.
1 vote -
Rooms: Retrieval of customize email notification
Customer would like to have an option to retrieve the customize notification that they created when they send an invite to the room
2 votes -
1 vote
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1 vote
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Webhook for the subscription created in Stripe once the document is paid
Webhook for the subscription created in Stripe once the document is paid
1 vote -
Nutshell Integration for EU server
The Nutshell integration to be made available for accounts in the EU server.
1 vote -
SMS verification for bulk send
Have the ability to add in SMS verification to bulk send
5 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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Display profit margin in the pricing table
Display profit margin in the pricing table. We are attempting to add a table that can show sale price, cost, margin and margin %.
3 votes -
[Pricing Table and Quote] Allow Recipient to Change Additional Multiplier Column
Please allow the recipient to change the additional multiplier column in a pricing table and quote builder. Currently only the document creator can update this and the recipient can only edit quantity or select optional products. We use the multiplier column to give the customer the ability to select the number of years they want to sign up for and currently they cannot select it.. The person sending the document has to update that information.
2 votes -
Don't Allow Sending if Recipient Name is Missing
Why do we allow documents to be “signed” and completed when the signature field is populated with an email address? This happens when the email address is added for the recipient, but there is no first and last name entered. The document isn’t legally binding and has to be resent. It would be ideal if when there’s no first and last name saved the signature field is blank rather than auto-populating the email address. Alternatively, PandaDoc could prompt for the recipient name before the document can be sent.
2 votes
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