276 results found
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Set client's default email subject (automatic subject)
Set client's default email subject (instead of X has sent you the document).
101 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.
The option to restore signed document after pressing Edit button.
99 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Combine/Merge Templates & Documents
There should be a feature that allow you to combine templates and documents
98 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Group Check Boxes to Require One to be Checked / Select Atleast One Logic
I want to be able to group check box fields to require one checkbox to be selected in the group.
Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.
You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.
We would like to make sure that the recipient does select at least one check box in the group before moving on.
A…
96 votesHi. 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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Enable Smart Content from Fields as well as Variables
I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.
95 votesHi. 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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Variables contain formulas: Excel formulas
Option to put formulas into variables similar to Excel
94 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Change account timezone within the system
Have an option to change timezone of the application to AEST.
93 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template
Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template
92 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Notifications for non-document participants (non senders)
Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.
89 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Signature Certificate: Hide or Remove Information from signature certificate
Ability to hide or remove parts of the signature certificate.
Including:
Signer's email address
Dates
Timestamp
Location
IP address
PandaDoc promotional message88 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)
save template's name when creating a document from a Hubspot deal
87 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires
Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.
86 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Drawing lines and shapes
The option to draw lines and shapes (like in Word).
86 votesHi! 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! -
85 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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81 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Quickbooks Desktop
Diff requests for improvement of Quickbooks integration:
- Integration with Quickbooks Desktop
80 votesHi. 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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78 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Option for deleting multiple pages in a document or template
Option for deleting multiple pages in a document or template.
76 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Customize who receives email notifications
As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.
76 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Upload custom font via file upload
The ability to have custom fonts outside of Google fonts in EV2.
76 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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