7351 results found
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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 -
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
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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
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3 votes
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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 -
Personal notifications on the template/form level
manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level
3 votes -
Pin Frequently Used Templates
As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.
3 votes -
Push the updates to custom object in Salesforce for notes
Push the updates to custom object in Salesforce for notes
3 votes -
3 votes
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Ability to adjust the design of pricing table placeholders.
Ability to adjust the design of pricing table placeholders where the information from the CRM is pulled into (highlighted with blue) on the template level.
3 votes -
Separate branding on a template/document level
should be possible to define an indiviudal branding per document/ on a template level
3 votes -
Put "Submit Product Idea" button to the Top panel on ap.pandadoc.com
Put "Submit Product Idea" button to the Top panel on ap.pandadoc.com
3 votes -
Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).
Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).
3 votes -
Participants tokens to be passed from Pipedrive
(info about participants linked to a deal object, for instance)
3 votes -
making corrections on signed document
Need to be possible to send the completed document back to the users and have them only make the required corrections into the needed fields
3 votes -
Send reminder from document view
A button on the document board to easily send reminders
3 votes -
Make an Attachment that will have the recipients open and acknowledge.
Make an Attachment that will have the recipients open and acknowledge.
3 votes -
Pricing table "enable quantity editing" set as required field
Pricing table "enable quantity editing" set as required field
3 votes
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