5967 results found
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Column-based views with the list of documents
Can PandaDoc display a clear, column-based view showing:
Current document stage (Draft, With Rep, With Approver/Manager, With Client, Finalized)?
Who the document is currently waiting on?
Can this information be visible without hover actions?2 votes -
[Reports] Show details about the report itself (Who created the report and when it was created).
Currently, you are unable to see who created a report and when it was created.
2 votes -
Option to set up a trigger on a partially signed document
we are wanting to set up an automation with our HubSpot account. However, we need an automation to run only 1 our of 2 people have signed the document? (partially signed).
1 vote -
Ability to print signatures on paper documents
Ability to print signatures on paper documents and align with the formatting.
2 votes -
Rooms:Email notification when ALL items in the Action Plan have been completed
Currently we get a notification when every single action item is completed, but not when the entire action plan has been completed. This would be preferred.
2 votes -
Additional notification before sending an empty email with a document
There should be an additonal notification asking a user whether they want to send an email to a recipient without any content if they don't add any.
2 votes -
Add the chat feature back in the new editor
I need the chat dialogue box it's critical. It was the deciding feature for us staying with Pandadoc. Docusign has this feature.
2 votes -
Change logo shown on desktop tab to match branding setting logo
Change the logo shown on the desktop tab to match the branding setting logo. Currently, it shows the PandaDoc logo
3 votes -
Either/Or signing (one-of-many authorized signer)
Title: Either/Or signing (one-of-many authorized signer)
Request: Add an “either/or signer” recipient type so a document can be sent to two (or more) authorized signers, but only one signature is required to complete the document.
Expected behavior:
Sender selects a signer group (e.g., Signer A OR Signer B).
The document completes when any one signer in the group signs.
Once one signer completes, the remaining signer(s) are automatically marked as not required and can no longer sign.
Audit trail/certificate records who signed and that the others were optional.
Optional: ability to restrict the group to specific emails/domains for compliance.
Why…1 voteHi,
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, check the link below:
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Pass HubSpot “Rate Percentage %” line-item property into PandaDoc’s Quote Builder / Pricing Table
This is a common HubSpot ↔ PandaDoc limitation, where you can’t automatically pass a HubSpot “Rate Percentage %” line-item property into PandaDoc’s Quote Builder / Pricing Table as a percentage today—at least not directly.
2 votes -
Selecting Time zone for Sydney Australia (UTC +11) AEDT
Selecting Time zone for Sydney Australia (UTC +11) AEDT in the Document settings
4 votes -
Built-in automation to tag documents based on form field selections
Built-in automation to tag documents based on form field selections
3 votes -
[ActiveCampaign] option to autosend documents.
Option to autosend documents from ActiveCampaign
1 vote -
[ActiveCampaign] map fields from PandaDoc
Map fields from PandaDoc to ActiveCampaign
1 vote -
Option to set deposit percentage on pricing table
Each plan requires a different deposit percentage (20%, 25%, 30%)
2 votes -
Dynamic column show/hide in CPQ workflows
It would be nice if quote builder columns could be dynamically set to show/hide to end user utilizing the rules engine in workflows. We have multiple use cases where this is valuable: multi-year agreements with price fluctuations, multi-component dynamic true-up clauses.
1 vote -
I need to simply send an email with a customers plans attached after they complete a binder agreement
I need a way to have panda doc email a clients plans after they have completed the initial agreement and made a payment. The document would be unique for each customer, so we would have to setup the document that should be sent at the same time we are setting up the binder agreement. I feel like this is something I should already be able to do but cannot for the life of me see a way to do it.
1 voteHi,
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, check the link below:
Sending another document when PandaDoc document status changes
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disable email notifcation for in person signing
Is there a setting on a template so that when a user signs in person, they receive no email about the document at all?
1 vote -
Sort documents by RECIPIENT in Documents View
It is not possible to sort documents sent by RECIPIENT in the Documents View page - it is sorting by document name and all of my engagement letters have the same name so this is not helpful at all.
I need to log in our task management system the letters that are sent and it would be SO much easier if the letters were sorted alphabetically by last name of recipient. The ability to search through filters does not help with what I need. The ability to sort by recipient last name would save an immense amount of time when…
1 vote -
Assign fields when populate CLI with Smart Content
When Library items are added via smart content, the fields are not being assigned even though the CLI and template have the same role names.
2 votes
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