7351 results found
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Notary Interface: Invitations/ Screen View/ Workflows
Ability for the notary session to have an option to see your client's screen to know the specific page they're on and the buttons they are clicking.
Need the sessions to be able to have the option to add a customizable title to the session and need to have a list of each document that will be included in the session based on what I title each PDF.
Have a chronological pattern in which document should be accomplish first
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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Ability to adjust PandaDoc Notary notification settings
Ability to have a notary notification settings
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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Ability to pull values from completed Pandadoc Forms and create/update values in selected Google Sheet
This would help our Team cut down time from updating our residents information by automatically updating our Residents info into our specific selected google sheet. Each of our communities have their own Residents Master List Google Sheet. : )
3 votes -
[Reporting] Document Downloads by Account Owners/Users
option to know what documents were downloaded in bulk download by account owners/users.
3 votes -
Ability to not use a pricing table or a quote builder when adding a document value.
Ability to not use a pricing table or a quote builder when adding a document value.
3 votes -
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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optional item - automatically populate the price and hide when not chosen
optional item - automatically populate the price and hide when not chosen
3 votes -
Assign signature based on coordinates
Have a way that I can create a document with a PDF and programmatically define where I want a signature and date field to go (based on coordinates on the page)?
3 votes -
Embed a form in an email
Option to embed a form directly into an email, allowing the recipient to access the form without leaving the email.
3 votes -
Automations for Xero
Automations for Xero
3 votes -
Automations: Attach a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes
Create an automation that attaches a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes, particularly when the status changes to "Paid".
3 votes -
Change document status to Approved via API
The option to change the document status from "document.waiting_approval" to "document.approved" via the API, when the approval workflow is enabled.
3 votes -
Bulk edit variables through google sheet
bulk way to fill in variables from a Google Sheet
3 votes -
Option to have recipients view a document as a slideshow
A feature that would allow recipients to view one page at a time instead of scrolling (document slide view).
3 votes -
Improve PandaDoc performance with other browsers
Improved PandaDoc performance and better integration with other browsers - mainly the Edge Browser.
3 votes -
Modified time in the document list show minutes and seconds.
Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.
3 votes -
3 votes
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option to resize the optional item check box in the pricing table
ability to resize the optional item check box in the pricing table
3 votes -
Download eForm as PDF
Ability to download eForm as PDF to share to other users.
3 votes -
Change "enter value here" to "enter text here"
Currently when we send paperwork with a text box for the signer to fill out, PandaDoc instructs them to "enter value here", which confuses most people, and they end up writing in a dollar figure, instead of what our paperwork is actually asking them to enter. If PandaDoc's instructions were changed to "enter text here" for text boxes, I believe this would solve that issue. Thanks!
3 votes
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