7546 results found
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Email notification when ALL items in the Action Plan have been completed
Currently we get a notification when every single action item is completed, but not when the entire action plan has been completed. This would be preferred.
1 vote -
Convert uploaded PDF to docx version
Convert uploaded PDF to docx version
1 vote -
Either/Or signing (one-of-many authorized signer)
Title: Either/Or signing (one-of-many authorized signer)
Request: Add an “either/or signer” recipient type so a document can be sent to two (or more) authorized signers, but only one signature is required to complete the document.
Expected behavior:
Sender selects a signer group (e.g., Signer A OR Signer B).
The document completes when any one signer in the group signs.
Once one signer completes, the remaining signer(s) are automatically marked as not required and can no longer sign.
Audit trail/certificate records who signed and that the others were optional.
Optional: ability to restrict the group to specific emails/domains for compliance.
Why…1 vote -
1 vote
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1 vote
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Option to set deposit percentage on pricing table
Each plan requires a different deposit percentage (20%, 25%, 30%)
1 vote -
companycam integration
It would be amazing to have a company cam integration. We use it extensively for our proposals and putting those images into pandadoc would be EXTREMELY helpful for visual proposals
1 vote -
calculation or ability to use formulas in fields
I have five dropdown fields with numeric values. I need to place another field that displays the average of those five dropdown fields. In Docusign, we achieved this with a formula field. I can't find the equivalent in PandaDoc. How would I display the average of those fields in PandaDoc?
1 vote -
Dynamic column show/hide in CPQ workflows
It would be nice if quote builder columns could be dynamically set to show/hide to end user utilizing the rules engine in workflows. We have multiple use cases where this is valuable: multi-year agreements with price fluctuations, multi-component dynamic true-up clauses.
1 vote -
I need to simply send an email with a customers plans attached after they complete a binder agreement
I need a way to have panda doc email a clients plans after they have completed the initial agreement and made a payment. The document would be unique for each customer, so we would have to setup the document that should be sent at the same time we are setting up the binder agreement. I feel like this is something I should already be able to do but cannot for the life of me see a way to do it.
1 vote -
disable email notifcation for in person signing
Is there a setting on a template so that when a user signs in person, they receive no email about the document at all?
1 vote -
Allow the same templates in multiple folders
I want to put the same template into two different folders. Each employee has a folder and I want to essentially have shortcuts to the same templates for both of them.
1 vote -
Sort documents by RECIPIENT in Documents View
It is not possible to sort documents sent by RECIPIENT in the Documents View page - it is sorting by document name and all of my engagement letters have the same name so this is not helpful at all.
I need to log in our task management system the letters that are sent and it would be SO much easier if the letters were sorted alphabetically by last name of recipient. The ability to search through filters does not help with what I need. The ability to sort by recipient last name would save an immense amount of time when…
1 vote -
native setting to prevent a document creator from filling out fields prior to sending
After the client completes their required fields and signs, we need the document to return to the original preparer so they can enter a contract start date and then sign. The key requirement is that this start date field must be technically locked and not editable by the preparer until after the client has executed the document.
Have the need to prevent the creator from filling in fields prior to sending.
1 vote -
retain the formatting of the documents when downloaded as a Docx file
When we build a proposal and export it to .docx, the formatting is terrible and our prospects can see additional details that were hidden on the original document. It looks fine if we export as PDF but our clients want it in word format.
1 vote -
column-wide text formatting in pricing tables
Currently if you export a pricing table to the content library and then reimport it into another template all of the formatting is messed with (it changed all text to a large incorrect font, made it bold and aligned it to the right!) either fix this or allow column-wide text formating for non-numerical cells in a pricing table so we can at least fix it quickly.
1 vote -
Option to send via email even if send via link is selected
Noticing that sometimes a user selects “Link” instead of “Email / SMS”. It tends to slow down our workflows if the creator doesn’t realize they selected link and would like to have the option to send via email even if the send via link is selected.
1 vote -
Mass create documents from smart form
Export all of Smart Form submission as PDFs in one click.
1 vote -
Auto Adjust Theme Color (Headings)
Documents automatically inherit the theme colors from the content library items, so the headings and styles will match.
1 vote -
email template variable support
Hi, I am very surprised that you do not support variables in email message body so that we can personalize emails to customers.This should be a high priority enhancement..
1 vote
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