3992 results found
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Pre-sign template (or a Form): Fill in signature on template level
Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).
128 votes -
Edit / customize text in all email notifications including Completion or Signed Email Message
Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.
Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995
118 votes -
Edit the Completed document with saving the signature
The option to edit the Completed document with saving the signature.
117 votes -
Schedule Sending documents
Ability to schedule when to send a document
117 votes -
Tokens/Variables in saved messages / email body or subject
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Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
116 votes -
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109 votes
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Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates
limit which templates / template folders a user can access
108 votes -
Find and Replace All feature within a document / template
Find and Replace All feature in a document or a template
105 votes -
Auto-update templates/CLIs if the item is updated in Catalog
Auto-update templates/CLIs if the item is updated in Catalog
100 votes -
Ability to Change Time Zone for a Signature Certificate
The option to change time zone for signature certificate.
97 votes -
Salesforce true 2 way sync
When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.
93 votes -
Variables contain formulas: variable calculations
Calculate variable values based on math and text operations: use other variables, plain text, numbers, pricing table, and quote values to get to a new value.
Some examples would be
1. Generate document name variable based on template name, customer company name, deal value and expiration date.
2. Generate text based on a list of items a customer selects in a form, pricing table, quote or fields.
3. Calculate a downpayment size using document value and a custom multiplier.
4. Generate a new date based on a date in another fields or variable by adding a number of days/months to…93 votes -
Override Approval: vacation setting (Allow Admins to force approve or reject document approvals)
Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
Let us know how important this feature is to you.91 votes -
Set Variable formatting passed from CRM (commas in variables)
Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.
91 votes -
Payment reminders
Possibility to send a payment reminder to the recipients in Editor 2.0
89 votes -
Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers
Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd
88 votes -
Downloading attachments along with the document they are attached to
Download attachments with PDF
85 votes -
Move documents across workspaces and keep the statuses
Is there anything on the pipeline that will make this easier for us to move documents across workspaces?
84 votes -
84 votes
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Different Header/Footers for Each Page
Option to set the different header/footers for each page or to delete the it at all.
84 votes
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