3784 results found
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download document while in notary session
Download document while in notary session. For example, not all of the clients signed and don't want to lose the signatures.
3 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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Update the description when HubSpot deal is changed
Update the description when HubSpot deal is changed
For now, you can only update the following product information if it was changed on HubSpot side: quantity, unit price, and unit discount, so it's expected that the description is not updated
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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A report of all documents created in PandaDoc showing the associated Hubspot deal
Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from
5 votes -
Disable recipient download/print PDF option for a document but send PDF copy via email after signing
Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.
15 votes -
Automations for Xero
Automations for Xero
4 votes -
Add optional item in pricing table with Zapier
Add optional item in pricing table with Zapier
1 voteHi. 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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Create new document for ____ member when document completed by template
Similar to create and send by template automation. During our sales process, once client signs the proposal then we have another person on our staff to create an vendor RFP to source our vendors. I would love to be able to transfer the information from one doc to another and assign it to a team member to QC.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Sending another document when PandaDoc document status changes
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Send completed docs to folders through variable token
Add the ability to send completed docs to specific folders via Variable token. We split our proposals up by company folders. If I could assign a variable token to each folder that would correspond with the variable token on the doc then I could fully automate this and not have to manually deposit proposals into there correct folders!
6 votes -
[Quote Builder] Stack items in 1 horizontal line formation only
stack items in 1 horizontal line formation only
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Ability to scan document from mobile app
It would be a useful addition to be able to scan a document via the mobile app to upload to PandaDoc natively.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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1 vote
Hi. 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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Auto fill repeating fields - signature and initials fields
Auto fill repeating fields - signature and initials fields
21 votes -
initials field - customization
initials field - customization/personalized/modify
5 votes -
CLI reporting: which templates/documents each content library item has been used in
A feature that provides statistics on usage and which templates/documents each content library item has been used in.
13 votes -
[Bulk Action] Update Contacts via CSV
Contacts that do not have names associated with the emails cause recipients' signature blocks to default to the email address. Some recipients do not notice this and at time the signature comes through with the email address rather than the recipient's name. For clients that don't have Zapier or CRM systems that can integrate with Panda, allowing a .csv (or similar) update to the contacts would allow the client to remediate this directly.
3 votes -
Identity verification before notary session
face verification/identification similar to recipient verification
8 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Mobile APP: Option to delete pages and insert page breaks
option to delete pages and insert page breaks using the mobile app
2 votes -
[Quote Builder] Format columns like Pricing table
Get the "columns" from consolidated to one line. Right now no matter where you place the quantity column, it pushes it below the item name, causing additional page spacing (two lines).
21 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
[Hyperlink]
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Editor Customization: Ability to resize and move the editor toolbar
Ability to resize and move the editor toolbar
2 votes -
Outbound Email Audit Log: See Email Message Content Sent to Customer
I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?
4 votes
