7438 results found
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Make two rows as a header in the regular table
Option to make 2 rows as a header in the regular table so these 2 rows are shown on the new page in case of page break
2 votes -
In the pricing tables, the ability to start at a higher number than 1 for volume based pricing.
I would like the ability to start with a higher number than 1 for the first tier of pricing on the volume based pricing for a product. This is because I would like to set a higher order minimum than just 1 unit. I need to be able to set a higher order minimum when providing quotes to customers.
5 votes -
Add signatures to notarized documents after the session has completed
Add signatures to notarized documents after the session has been completed. Use case:
I am needing to notarize a document with two different humans who cannot sign together. I was planning on just having one sign the actual (long document) then have the second person just sign a page with a notary block. Is it possible to then add that last signature and notary block to the signed locked document?2 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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2 votes
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Link document to Salesforce: update products
Option to update products in the pricing table when the document is linked to Salesforce opportunity from the PandaDoc side
1 vote -
3 votes
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Move a workspace to another account
Abilty to move workspace from one account to another
2 votes -
Salesforce Integration: Pull data using radio buttons
Ability to pull data using radio buttons field
1 vote -
salesforce return to parent object from child
This is in relation to the SFDC integration starting from the iFrame. There is a button that says 'return to object' at the top at the point of creating a document. We create docs from child records. It would be ideal to click 'return to object' and be linked to the associating parent object.
1 vote -
Label "Change Signer" to "Change Signer or Update Email"
If a recipient's email is typed incorrectly, having the ability to update the email address is a great feature that already exists. The label "Change Signer" could be more clear with the label "Change signer or update email".
1 vote -
Automations with Hubspot: automatically send document when deal stage changes
When updating leads/prospects through the lifecycle of contacted > responded > scheduled > won, it would be great to automatically send signature forms when the lead moves to the "responded" stage for example
3 votes -
7 votes
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Improve email forward security to prevent impersonation and other risks
When you forward a signature email to another party, this new party can sign as you without anyone the wiser. I perceive this as a potential security breach.
Steps to reproduce:
As sender, prepare a document to be signed by signer1.
Disable the signature forwarding toggle.
Send by email.
As recipient1, forward the email to recipient2 (email forward, NOT the button in the body of the email)
As recipient2, open the document and observe that you are signing as recipient1.On the top of my head, automated email forwarding are particularly problematic in this case, among other security concerns. Also…
1 vote -
Ability to display catalog products' prices as % percentage.
Ability to display catalog products' prices as % percentage.
3 votes -
Pull fields on a template dynamically via API
So lets say we have 3 recipients that needs to sign the document,means on a Template it should be 3 Signature field
But, since we are working with API, we might not know how many recipients it can be, 5 or 2. How can we deal with Signatures field than? Can it be somehow created dynamically?1 vote -
Enable User Groups for Permissions and Workflow Management
For example: I want to create a "Group A" and when a document is created by someone belogning to "Group A", then I set an approval workflow.
I might need to create several groups within my whole org and being able to use filters based on groups on my workflows.10 votes -
Automatically fill in blank field
If a field is left blank, setup a rule so it is automatically filled with something you define (e.g. "N/A")
1 vote -
Integration with Safety Culture
We use iauditor by Safety Culture for our site audit reports. Can Safety Culture be integrated? What would be the cost? As per this link, it can be done https://zapier.com/apps/pandadoc/integrations/safetyculture
2 votes -
take or upload photo in Forms
a feature in forms to take a photo on mobile/tablet to upload to a form
3 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 follow the steps below:
- Add the Collect Files field to your form, then publish it.
- If your recipient is using a mobile device, they can take a photo and upload it to the Collect Files field.
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Smart Suite
I realize the big money seems to be in integrations with the larger CRM's. I would encourage you to look at Smart Suite which is a no code low code and I think will become gigantic in the near future. There are alot of companies (especially start ups that watch pennies closely) and would not pay for platforms like the Hubspots of the world out of the gate (when Smart Suite will automate to the same scale and degree for almost nothing in comparison). all of these companies will pay the money (or accounting and legal will force them too…
1 vote
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