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Pre-sign template: 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).
96 votes -
Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.jpg 273 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 -
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 -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
94 votes -
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Edit the Completed document with saving the signature
The option to edit the Completed document with saving the signature.
91 votes -
Schedule Sending documents
Ability to schedule when to send a document
89 votes -
88 votes
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Auto-update templates/CLIs if the item is updated in Catalog
Auto-update templates/CLIs if the item is updated in Catalog
87 votes -
Ability to Change Time Zone for a Signature Certificate
The option to change time zone for signature certificate.
85 votes -
Hide some templates/folders from users
limit which templates / template folders a user can access
85 votes -
Find and Replace All feature within a document / template
Find and Replace All feature in a document or a template
81 votes -
Override Approval: vacation setting
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.73 votes -
Payment reminders
Possibility to send a payment reminder to the recipients in Editor 2.0
71 votes -
Set Variable formatting passed from CRM
Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.
70 votes -
68 votes
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Different Header/Footers for Each Page - customize/remove
Option to set the different header/footers for each page or to delete the it at all.
68 votes -
Combine/Merge Templates & Documents
There should be a feature that allow you to combine templates and documents
67 votes -
Permissions for specific documents: Private documents
Have an option to create a private document where only the account owner/user can have an access to.
66 votes -
Quickbooks ACH
Be able to use ACH payments with Quickbooks payment gateway
63 votes -
Downloading attachments along with the document they are attached to
Download attachments with PDF
61 votes -
61 votes
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60 votes
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