7514 results found
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Option to set favorite contacts, or system to suggest most frequent recipients first
Make sending documents to frequent or repeat recipients easier through favorite contacts or auto-suggestion of most frequent recipients.
2 votes -
Duplicate Send Check
Prevent accidentally sending the same document multiple times to the same contact. When a sender selects a recipient they've already sent the document to, prompt a message like:
“You have previously sent this document to this contact. Would you like to send it again?”2 votes -
Enforce that X unique people from a larger recipient group must sign (i.e. “2 out of 3”)
We have cases where we need to gather more than one unique signature from a recipient group, but not everyone in the recipient group.
2 votes -
Option to delete a page or pages from a document on a mobile browser
When on a Chrome mobile browser, page breaks do not show and there is no option to delete a specific page from a document.
2 votes -
2 votes
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2 votes
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Ability to enable tracking ID/unique ID for each page of the document
Tracking IDs on pages make it easier to match specific sections to a version or approval sequence and helps verify the authenticity and integrity of each page, especially when documents are printed, shared offline, or used in litigation.
2 votes -
Allow setting of Email Subject (not just message) for Email Templates
Allow users to set an email Subject along with the email message for Email Templates
2 votes -
Batch Document Creation for Multiple Clients via CRM Integration
Create a separate document for each of multiple clients at once via the CRM integration
2 votes -
Automatically open next document awaiting approval after one is approved
Automatically open the next document waiting for approval after one is approved, to make it faster to go through multiple approvals.
2 votes -
Automate Canceling/Deleting/Expiring Documents from Salesforce with Status Sync to PandaDoc
Add Salesforce-to-PandaDoc automation triggers that allow Salesforce field changes to automatically update PandaDoc document status
2 votes -
Support Quote Builder features via API
Quote builder via API:
– No programmatic creation of quote items with product images
– Product catalog not reliably accessible/linkable via API
– Consequence: Quotes without precisely positioned images, some with gray placeholders ("grey image placeholder")
– Fixed column labels such as "Quantity"/"Price" in quotes and system interfaces2 votes -
[Word Export] Quote builder shows hidden fields in Word export
Downloaded PDF version of PandaDoc matched what is in PandaDoc, however the word version included fields that were hidden in the quote tool and created a bunch of formatting issues
2 votes -
To support additional language, Hebrew
Currently the Hebrew language is not supported in PandaDoc. As this language is unavailable it has not been possible to implement PandaDOC fully in our region.
2 votes -
Greenhouse integration for Forms
Utilize Greenhouse integration in PandaDoc Forms too
2 votes -
Collect fiels field: setup file type
To select only certain file types that can be uploaded in forms. We want customers to only upload .doc files for example, not pdf or jpg
2 votes -
API Standardized Naming for "Collect Files" Option
When using the "Collect Files" feature in a PandaDoc template, the uploaded file names are displayed on the signed document. These names often lack a standardized naming convention, which can appear unprofessional. We suggest either implementing a standardized naming format for these files or providing an option to attach files without displaying their names or details on the completed document.
2 votes -
API Customizable Reminder Settings for Sent Documents
Currently, the API defaults to a single reminder for sent documents. It would be highly beneficial to allow customization of the number of reminders within the template settings. This would provide greater flexibility for our agents, particularly in cases of email delivery issues or when scheduling callbacks, ensuring better follow-up management.
2 votes -
Prevent Admins from Bypassing Approval Workflows
Ability to prevent admins/managers from bypassing Approval Workflows
2 votes -
signing order to be followed when suggest edits are made
signing order to be followed when suggest edits are made
2 votes
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