7634 results found
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Option to change page properties if the page was uploaded
Option to change page properties if the page was uploaded
13 votes -
Automatic email response with next steps after recipient has signed and or paid
When someone signs and/or pays your contract. To automatically send them a Thank you or congratulations, Confirmation, or Next Steps, something you can customize to go out to your customer directly after they sign because I am not at my desk 24/7, and customers want reassurance that you received their signature and money. No different than when you buy something online, you get an email of that purchase. This is very crucial to all businesses. Communication is key to everything.
13 votes -
Use Smart content with shared content library items
Option to use shared content library items in Smart content
13 votes -
13 votes
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export document data
export document data on waiting for signatures into excel
13 votes -
Expand the properties of fields available to the API: make fields required / non-required via API
Allow setting of required/not-required or assign owner of a field on document create.
13 votes -
Remove users via SSO
Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.
13 votesWe wanted to share an update regarding [insert 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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Notifications setting via PandaDoc Mobile App
enable/disable notifications setting via PandaDoc Mobile App
13 votes -
Hidden Variables: use on documents for internal integration usage, yet be hidden from signers.
Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.
13 votes -
[Reporting] Ability to export just the LIST of completed documents. Option to export a report of all the completed documents in CSV format.
Ability to export just the LIST of completed documents.
13 votes -
Quickbooks Integration: 2 Way Sync
Option to have Quickbooks as Intergation.
Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.
13 votes -
Converting a form to a document
Converting a form to a document
- will allow the user to convert a form to document.
13 votes -
Outlook
Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.
13 votes -
Create one quote using multiple deals in HubSpot
Is it possible to create one quote using multiple deals? What I’m curious about is if a PandaDoc quote allows you to include all of the products from multiple HubSpot deals to appear in the editable pricing table of a single quote? Rather than creating separate quotes for each deal.
13 votes -
Mask content: Hide Information Until Recipient's Mouse Hovers Over It
It would be great to have an option of displaying some additional information in tooltip/popup after clicking/mouseover.
The customer will have the option to view additional information (about a product/service in the offer) without having to leave the document (as is currently the case with hyperlinks)
13 votes -
Option to have a collaborator in forms
Option to have a collaborator in forms
13 votes -
Alerts/Notification when a reminder / signing order email has been sent to the recipient
Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.
13 votes -
pricing table subtotal add text
Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.
13 votes -
Ability to get the IP or Identify who accesses the document using Audit Trail
Ability to get the IP or Identify who access the document using Audit Trail
13 votes -
Preview PDF before sending
Would like the ability to preview the PDF before sending the document
13 votes
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