7099 results found
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When adding a new approver they can't update any document that was created prior to the change.
When adding a new approver they can't update any document that was created prior to the change. This creates a bad experience where a new doc needs to be created via the template or the new approver can't approve. This creates a bad experience for the internal team and adds a delay for the recipient.
1 vote -
Dynamics CRM triggers a notification
Create functionality in the Dynamics CRM integration to trigger a notification from CRM that can be sent to customer via e-mail
1 vote -
Save specific pages to the Content Library together
For example, a document has 10+ pages and a user wants to save a specific section of pages together into the Content Library. Right now, users have to add pages to the Content Library individually and then add them all to one document and then add that document to the Content Library.
1 vote -
Highlight required variables for approver
Let's say a document is sent for approval. When an approver reviews the document, as the document is in "Waiting for approval" status, the variables are not highlighted in yellow anymore and because of that the approver can't see what variables were filled in by the document sender and which variables were NOT filled in by the documents sender. The client wants a better experience and requests the ability to highlight required variables in such a way that this highlighting persists for the documents in the "Waiting for approval" status. This will give an approver an opportunity to see if…
1 vote -
Ability to have a real time signature
to create a template that can be signed in real time and not sent via email to someone.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Scratch Pay
Scratch is universally accepted in the veterinarian field and would be of value as an effortless payment option for clients.
1 vote -
If a document is deleted, all notifications to recipients stop
I had a document that I deleted because it was part of a demo and kept sending notifications to a customer continuously every two days. I then deleted it from the trash because it kept sending these notifications despite being deleted.
Despite deleting it from the trash, the recipient still received notifications related to the document. Can you please make this document stop sending notification emails/reminders to recipients
1 vote -
When adding documents to a pricing table from the product catalog, move 'Categories' sections to the same page as the list of products, not
When adding documents to a pricing table from the product catalog, move 'Categories' sections to the same page as the list of products, not to the separate section, so there's no need to open it each time.
1 vote -
Upload fields not publicly available
Hi there,
I was quite shocked when I recently discovered that upload fields upload the document to a publicly available link.
I don't feel this is very secure. Could you add a setting to require sign on in order to see the file? or a password?
1 vote -
Landscape view in Phone App
Landscape view in Phone App
1 vote -
1 vote
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Title to appear twice inside the document automatically without adding another variable
Title to appear twice inside the document automatically without adding another variable
1 vote -
Within the square online store have Pandadoc Esignature documents required for signature at checkout
Ability to use PandaDoc in square online store.
1 vote -
type the first letter to search through the list of the countries in the country code selection during the recipient verification
type the first letter to search through the list of the countries in the country code selection during the recipient verification instead of scrolling down to find the country
1 vote -
1 vote
Hi. 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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cc'd recepient function not editable
cc'd recepient function not editable
1 vote -
Recipient actions in document tab
This is to see immediately who viewed or signed the document without opening the document
1 vote -
1 vote
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Add more default fonts to Pandadoc editor
Add more fonts to Pandadoc editor
1 vote -
1 vote
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