6444 results found
-
Specify location to save document
option to save completed document on different location of device rather than a default location of downloads
3 votes -
3 votes
-
Image Block as background image
Being able to set an image block as a background image
3 votes -
Role variables as a placeholder
Option to use pandadoc variables as a placeholder
3 votes -
Validation on 'Create Document' button on Salesforce
Need a way to have validation to prevent the "Create Document" button being clicked on Salesforce only until a text/picklist/checkbox field is "Approved" OR Ticked.
This is to prevent Sales Reps from creating documents until they finish up the pre-requisite process in Salesforce
3 votes -
Document download approval
Very few of our users ever use the PandaDoc to send documents or collect signatures. Most of them, at least as far as I understand, will use the templates to create a document, then just download it, print it out, and deliver it person to collect an in-person signature. From what I can tell, the downloading of documents is not subject to the approval workflow process, regardless of whether the button says “send” or “send for approval.”
So at least as far as I can tell, if we were to set up an approval workflow on a template, that’s not…3 votes -
Ability to add conditional fees.
Ability to add conditional fees.
The customer would like to have an option for his customers to disable fees by uploading a tax-exempt certificate. That should disable taxes/fees in the pricing table.3 votes -
3 votes
-
Please create a paid document signing only subscription
I don't use the advanced document creation features... just signing (at least for now) and I'd love it if there was a paid version (in the ~$8-9/month range) that placed it below the essentials plan, and on par with other esign apps, including advanced signing-only features (audit trail, Zapier, custom branding, etc).
3 votes -
Add a possibility to presave user groups
Would be great to have a possibility to save a user group for a more convenient process.
3 votes -
3 votes
-
Approval flow for clients
Often a client needs to approve a document before it can be sent to their boss (the person signing on behalf of the company).
The "document forwarding & signature forwarding" options are not only very confusing to a lot of clients but also confusing for internal approval flows (i.e. there is a signer appointed to a document that is not eligible to sign on behalf of the company).
3 votes -
Incorporating signatures from other docs to a PandaDoc
Hi! It would be great to get a feature by which you could incorporate signatures from other docs to a certain PandaDoc. Sometimes, for schedule-reasons there are several copies of the same doc being sent to signatories who may wish to sign via different techniques (via email as PDF, hard copies and so on). This leads to multiple duplicates of the signature page being attached manually to the final doc, each of the pages containing one signature only. Therefore, it would be great if PandaDoc supported incorporating signatures to the one and the same PandaDoc, even though the signatures would…
3 votes -
[Bulk Action] Export and bulk delete documents from a particular template
Bulk Export and Bulk delete documents of a particular template that have been completed
3 votes -
Merge Fields for File Uploads
Please allow file upload objects to be assigned a merge-field tag so we can pass in file(s) from form data submitted by user on our website when creating a document.
Currently this is only possible with text fields, etc.
3 votes -
3 votes
-
suggest edits available for other blocks besides text blocks
How to make suggest edits available for other blocks besides text blocks?
3 votes -
email address can be changed in the Android phone app
To be able to change the email on account in the app
3 votes -
3 votes
-
Heat Mapping
I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.
3 votes
- Don't see your idea?