7438 results found
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Mark document as Void and resend
Option to add VOID across a document that has already been sent and signed by all parties (and then resend)
6 votes -
6 votes
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Shared templates can be moved to the folders
shared templates can be moved to the folders
4 votes -
Automations: custom email message when sending another document
Option to setup a custom email message when sending another document via Automation
2 votes -
Booqable
Have Pandadoc Integrate with booqable integration.
1 vote -
Able to use Variables in titles when sending documents via Bulk Send
Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.
16 votes -
Option to sort the documents by several combinations
Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible
5 votes -
HubSpot deal created automatically once a document is completed
HubSpot deal is created automatically once a document is completed
3 votes -
Change document status to "In Process" after one of multiple recipients has signed.
Change document status to "In Process" after one of multiple recipients has signed.
8 votes -
Option to disable the document forwarded notification for the Sender
Option to disable the document forwarded notification for the Sender.
Settings > Notifications does not have a way to enable or disable this notification.3 votes -
Ability to filter documents by the signing order progress.
Ability to filter documents by the signing order progress.
2 votes -
[CRM]: Variables filled in all capitalized
Have the option to fill in variables as all capitalized letters if you pull the info from the CRM
2 votes -
A new folder is created when a document is completed
A new folder is created when a document is completed
1 vote -
Automation: Transfer document ownership
Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace
1 vote -
Program a date/time to send a document from HubSpot
Program a date/time to send a document from Hubspot
1 vote -
8 votes
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Send another PandaDoc document when PandaDoc document status changed to Paid
Send another PandaDoc document when PandaDoc document status changed to Paid
1 vote -
Indicator that a document is already being reviewed by somebody in an Approver Group (i.e. to eliminate duplicate work)
It would be a great feature to display a pop up letting the team know that "X" person is in the review stage.
We have multiple people in our approval groups for quality control and often have multiple people opening at once. We currently have to use outside chats to tell each other who is going into approve and it gets messy.
2 votes -
Copy templates to a the new workspace
Customer would like the option to be able to copy templates to another workspace.
19 votes -
margins - entire page or document/template
margins - option to apply margins across entire page or document/template
2 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 check the video below:
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