3934 results found
-
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 -
Text blocks values move along and expands with the Fields value if added. Dynamic fields.
move the other placeholders when text fields expand when the multi-line is enabled
29 votes -
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.
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
-
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
-
Update role variables
For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)
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 -
27 votes
-
Ability to use HubSpot Custom Objects to pull information into PandaDoc.
Ability to use HubSpot Custom Objects to pull information into PandaDoc.
27 votes -
Auto-Reminders For Bulk Send
Set auto-reminder in one go for documents that have already been sent by bulk.
27 votes -
Collect Card Details without Payment Integrations
Be able to collect card details and store it in the app.
27 votes
.png){kind=link}
- Don't see your idea?