7269 results found
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2 votes
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2 votes
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2 votes
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Forward form notification to a specific email (not user in workspace)
Option to sent Form notifications to a specific email (not to the sender or user in the workspace)
2 votes -
categorize shared templates
categorize shared templates
2 votes -
Chat box with signers while conducting a notary session
can you create a chat box where the signers who are in the middle of a notary session can chat with each other in case they have a question or want to let them know some thing important while conducting the notary session
2 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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Track document completion based on items that have/have not been completed
The option to track how many documents are yet to be completed, based on the catalog items/option to see that you have x number of items in documents that have not yet been accepted.
2 votes -
upload signature to content library
upload signature to content library so they won't have to upload form local files
2 votes -
The ability to use SQL in Forms
I have a requirement to query granular form-filled data. eg. a form is filled and when it is submitted, I need to be able to query a database of the formfill data. So if there is a field on a form such as bloodPressure, I can run an sql query along the lines of:
SELECT bloodPressure from IntakeForm
where formFilledYMD >= <someDateRangeStart>
and formFilledYMD < <someDateRangeFinish>2 votes -
Ability to resend a document to a corrected email address instead of re-sending it to all of the recipient.
Ability to resend a document to a specific email address that was changed/corrected in contacts instead of re-sending it to all of the recipients and having them sign again.
2 votes -
two different product line items - Salesforce integration
Two different products in Salesforce (Standard Product and Add-on Product). When creating a contract in PandaDoc, the pricing table should display these products as one which can be called Standard Product with an add-on.
2 votes -
Edit custom variable that is already in use and auto replace throughout document
If I have a custom variable of [dog name] and I use it 50 times in a template.... but then I need to change it to [cat name]..... I have to create a NEW custom variable and then do 50 replacements. I want to just be able to EDIT [dog name] and see that change automatically in my already placed variable.
2 votes -
Option to remove the total amounts (dollar amounts) in the workspace activity dashboard
Option to remove the total amounts in the workspace activity dashboard (the amounts at the bottom of every box in the workspace activity)
2 votes -
Turn off Sales Receipt for QuickBooks Payments
We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.
2 votes -
2 votes
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Approval workflow for the internal document changes
When a user makes changes to a template, it has to go through an approval workflow first before the template is saved
2 votes -
[API - not signing order]send a document to 1 signer first then send the documents to the rest of the signers
send a document to 1 signer first then send the document to the rest of the signers after the 1st recipient signs the document
2 votes -
Interactive Presentation Option similar to a Powerpoint or with browsing a webpage.
Interactive Presentation Option similar to a Powerpoint or with browsing a webpage.
2 votes -
dropdown items linked to a catalog
ability to choose a catalog item to populate the rest of the info on the slide
2 votes -
Add gradient design
ability to add a gradient design to the table
2 votes
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