7259 results found
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1 vote
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Variable for the current date
Ability to have a variable for the current date
6 votes -
PandaDoc <> Insightly: pre-assign the recipient
I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'
2 votes -
Allow recipient to edit fillable fields of another recipient
Option to allow a recipient to edit fillable fields of another recipient. For example, the sales rep is signer 1, client is signer 2, the sales rep prefills the contract but typos the clients business name, I want the client (signer 2) to be able to review and correct.
5 votes -
Access PandaDoc through Teams within Dynamics app
Have the ability to access PandaDoc by going through the Dynamics 365 app within MS Teams.
1 vote -
HubSpot automation: when a meeting is booked, a PandaDoc document is sent
When a meeting is booked in Hubspot, a PandaDoc document is automatically sent
2 votes -
1 vote
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SherpaDesk
SherpaDesk integration
1 vote -
Automatically pre-assign a template role with the contact owner email from HubSpot
Automatically pre-assign a template role with the contact owner email from HubSpot
1 vote -
ACT CRM
Ability for PandaDoc to integrate with ACT CRM
1 vote -
Export documents as CSV file
The ability to export documents as CSV file not a zip file and the PDF version.
18 votes -
Mobile App: Invite New User
Ability to invite users in Mobile App
2 votes -
Disable all internal notifications for Admin/Account owner
Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)
1 vote -
Remove response from form/ CSV when deleting the form response document
Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.
3 votes -
Access public documents by filling out the email address (not a form).
Access public documents by filling out the email address (not a form).
1 vote -
Approval workflow based on workspaces
It would be great to be able to create approval workflows connected to Workspaces, instead of a template.
This would mean that documents that are received and uploaded into PandaDoc, could still go through this approval workflow. Supplier contracts, for example.
5 votes -
Glide Apps
Glide Apps Integration
1 vote -
Ability to choose which recipients receive signature certificate
Ability to choose which recipients on the document receive the signature certificate.
4 votes -
Automations based on Forms
Automations based on Forms
18 votes -
Admin: Remove temporary block for team member entering password incorrectly
I would like an admin to be able to lift a temporary password block (usually 5 minutes) when a team member has entered too many incorrect passwords.
1 vote
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