7108 results found
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PandaDoc Notary in Canada
Option to have PandaDoc Notary in Canada
1 voteHi. 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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For Automation specifically for Kartra users
Hi,
I would like API and Integrations on Kartra because we mostly use this software for funnels, website building and pretty much everything digitally.
Would be nice to have this integrations.
1 vote -
Upload contracts to a new folder in Google docs with the folder name being created using the Deal Name (or other HubSpot property)
When a contract is completed, I want to upload it to a new client folder on Google Docs. Pandadoc would need to be able to take the Deal Name from HubSpot, know the folder it has to go into in Google Docs (set in advance) but create a new folder based on the HubSpot deal name and save the new contract there.
1 vote -
Pebblerei CRM
Ability to integrate Pebblerei CRM
1 vote -
Create Health History Form Template
Option for our app to have health history form
for the health service providers.
eg: Dentist, Doctors, etc.1 vote -
MS word Variable Feature in the pricing table
- the feature will allow the user to input negative numbers eg: [variable c]=[variable a]-[variable b]
1 vote -
Google sheets integration: update document status
Option to update Google Sheets with the document status to see which recipients completed the document
1 vote -
Tag the Geo location when a document is electronically signed
For PandaDoc API functionality to have a functionality in PandaDoc to capture the geo location when a document is electronically signed
1 vote -
1 vote
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original sender's message to be forwarded using the email delivery method in sending the document
original sender's message to be forwarded using the email delivery method in sending the document
1 vote -
1 vote
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Saved Messages - Notary
Use Saved Messages when sending invites for Notary Sessions
1 voteHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Automation: Move document to a workspace upon an event
Move a document from one workspace to another upon an event.
For example, an organization wants a separate workspace for all their executed contracts to make sure only people with permissions can access those.
An automation that would move a contract upon Completion to a certain workspace would achieve that.1 vote -
1 vote
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Warn a client about the content library item discrepancy (potential format shift)
When a content library item is inserted into a document/template, the design settings of the content library item are adjusted to to the design settings of the document/template.
If the content library item has design settings that differ from the template/document design settings, the formatting of the content library item might be ruined. The idea is to compare the design settings before the insertion and display the corresponding warning message with the potential consequences (shifted fields and content)
1 vote -
Prevent signers from seeing completed docs
Prevent signers from seeing completed docs
1 vote -
If signature field is missed in the document in a signature spot, then receive a notification that it hasn't been placed
if signature field is missed in document, the notification tells about it
1 vote -
Report abuse button/option
Ability to report abuser user, document etc
1 vote -
PDF upload - Create document/template
Ability for PandaDoc to automatically fix formatting and design of uploaded PDF file
1 vote -
Zapier: Ability to extract recipient's attachments
Ability to extract recipient's attachments via Zapier.
1 vote
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