4028 results found
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30 votes
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OCR capabilities
OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs
30 votes -
Automatic PDF for non-completed document: send the document as a PDF along with the email
Attach a PDF copy of a document to an email regardless of this document's status
30 votes -
have more than 1 signer to use Qualified electronic signature (QES)
have more than 1 signer to use Qualified electronic signature (QES)
A document with a qualified electronic signature can’t have more than one signer.
29 votes -
Approval Workflow by Manager after the recipient sign the contract
Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract
29 votes -
Recipients can upload visible in a document images / files
Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.
29 votes -
[Bulk action] Select and edit / update several templates at once
Bulk edit templates
29 votes -
Save custom tokens/variables
An option to save custom variables / tokens to be used across templates.
29 votes -
Sync products from HubSpot Products and Quotes with PandaDoc catalog
Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog
29 votes -
Duplicate document from inside of it
Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)
29 votes -
Show / keep fields when document is downloaded in PDF so the recipient can sign on paper
display fields when downloaded (recipient view) without signature
29 votes -
Disable Document Sent for CC'd Recipients
Ability to remove "Document Sent" email notification for cc'd recipients.
29 votes -
Conditional approval workflow based on variables
Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.
28 votes -
Disable the option to edit a completed document
Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
would like to have a toggle to remove the ability to edit a document.28 votes -
28 votes
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Detailed reporting: Date Filter, Content Library, Upcoming Renewals
In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.
28 votes -
28 votes
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Format Painter option in PandaDoc
Make it easier to copy formatting of text, etc. within the document with a format painter button like in MS Office.
28 votes -
Tokens cross-object population for Salesforce
Tokens cross-object population for Salesforce.
28 votes -
Ability to search from Dashboard
Search documents from the dashboard
28 votes
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