7459 results found
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Custom Role: ability to create documents only from shared templates in document wizard
Custom role permission:
I would like the user to ONLY be able to create a document from a shared template in document wizard, but not access the templates page.1 vote -
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
1 vote -
Option for the recipient to edit the tax column in the quote builder
Option for the recipient to edit the tax column in the quote builder
1 vote -
Option for the recipient to change the description in the quote builder
Option for the recipient to change the description in the quote builder
1 vote -
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.
5 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 -
2 votes
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Show full template/ document names in the list
Some templates might have the same title beginning, so it's crucial for us to show the full template name in the template menu.
Maybe it's possible to make a collapsible menu block on the left so that longer template titles are shown
1 vote -
'Document Deleted' trigger for Zapier
I'm using Zapier to add all new agreements created to an Airtable (so agreements can be linked to projects, clients etc), and I'm having to spend time manually deleting any agreements in Airtable that have been deleted in PandaDoc. I'm able to update Airtable records when an agreement's status changes (such as viewed --> completed), but not when it is deleted.
2 votes -
HubSpot: if checkbox is checked when the variable is filled
can I also check or uncheck boxes conditional on some field in Hubspot. E.g. I add a checkmark field that is ticked when the field [Contact.FirstName] in Hubspot is filled?
1 vote -
Keep/ do not delete signature certificate when completed document is edited
Keep/ do not delete the signature certificate when a completed document is edited
2 votes -
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 -
Analytics for embedded form
The ability to see analytics i.e traffic through different applications based on embed forms on a web page.
1 vote
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