6922 results found

1. Notification only to a Specific Template/Document
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   Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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2. API get signature details

   For reporting I want to be able to report on when each recipient signed the document vs when the document was completed by each recipient.

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   Idea  ·  1 comment  ·  API  ·  Delete…  ·  Admin →
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3. Tokens working in embedded template

   tokens for template embedded

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4. Add a checkbox for internal or external on templates

   "Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."

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   Idea  ·  0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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5. The ability to make the fields on the certain pages required depending on the customer's selection in the pricing table
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   Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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6. Customize PDF name
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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. Automatic PDF attachment to email within the Bulk Send feature

   Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

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8. Ability to send a completed PDF to both the sender and the recipients.
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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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9. include the Bill To First and Last Names to Authorize.net payments

   include the Bill To First and Last Names to Authorize.net payments

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10. TaxJar

    TaxJar integration

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11. Show USD currency on PD Billing page
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12. Save PandaDoc to the desktop via drag and drop

    Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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13. Payment gateway for Converge Pay processed by Elavon

    Payment gateway for Converge Pay processed by Elavon.

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14. Upload signatures larger than 1 MB
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15. Allowing to open the link to the recipients of this document only

    Allowing to open the link to the recipients of this document only. So if the link to this document was forwarded to anyone else it will not open.

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16. Search bar within list of related documents in Hubspot
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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17. Ability to break one workspace into multiple teams
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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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18. WaveApps

    WaveApps to create and send invoices for integration

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19. From Completed to Viewed

    Change document status from Completed to Viewed manually

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20. Autoassigning recipients to roles in CRM integrations
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