7628 results found
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OCR capabilities
OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs
32 votes -
Disable the option to edit a completed document
Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
would like to have a toggle to remove the ability to edit a document.31 votes -
31 votes
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customize payment gateway payment page
Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.
31 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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Alerts to Sender when Document is not Viewed/Signed
Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.
31 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Audit Trail - add more events
The option to see audit trail of users and the changes they make to a document, such as:
Signing Order
Text edits
Field tokens added
Items added from the content library31 votes -
31 votes
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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Working TOC in PDF files: clickable table of contents in PDF
Working TOC in PDF files (after downloading).
31 votes -
Allow Bulk Send to send multiple documents to the same email
I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address
30 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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30 votes
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Transfer the ownership of the template
To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them
30 votes -
30 votes
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Detailed reporting: Date Filter, Content Library, Upcoming Renewals
In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.
30 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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Direct native integration with Airtable
PandaDoc Integration with Airtable
30 votes -
Bulk Send from CRM
Ability to Bulk Send from CRM
30 votes -
Disable Document Sent for CC'd Recipients
Ability to remove "Document Sent" email notification for cc'd recipients.
30 votes -
Auto number pricing table line items
Add line number to pricing table and auto increment each line to allow for a reference point in the table.
30 votes -
Signer can re-assign some fields to other people
There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.
Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient
30 votes -
30 votes
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Multiple layers of conditional fields: conditional field within a conditional field
Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."
Thank you!
29 votes
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