2912 results found
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Role for Recipient Approver
Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.
11 votesLindsey Schocke responded
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Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
11 votes -
Make.com
make.com integration
11 votes -
Allow to send a document with multiple signers to send without knowing the additional signer's email
It would be helpful if there are multiple signers to a document:
- first signer identified/assigned - fields.
- Second or multiple signers - unknown emails/unassigned.Perhaps when they receive the document, there could be a registration or verification for the field assignments.
Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
Issue: sender does not know the additional signers to add before sending the document11 votes -
notifications when emails are bounced/not delivered
I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?
11 votes -
Save custom Quote builder products to Catalog
I would like to be able to save the products I've edited in Quote builder back to catalog
11 votes -
Card Details field for Square
Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.
11 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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Calendly
ability to integrate Calendly
11 votes -
Reminders set in hours
Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.
11 votes -
11 votes
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Smart content: multiple variables per one condition
Option to set up a condition rule based on several variables, for example, if variable A has value A and B has B, the content will be populated
11 votes -
Conditional fields for API
Conditional fields for API
Option to use conditional fields in API
11 votes -
AMEX logo for Authorize net
The integration still doesn’t show the Amex logo
11 votesValeryia Baranava responded
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smart content in header
be able to add smart content into the document header
11 votes -
Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns
Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns.
11 votes -
allow recipients to choose a payment method
allow recipients to choose a payment method
11 votes -
11 votes
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add collaborator through API while creating a document
add collaborator through API while creating a document
11 votes -
Option to resize logo
An ability to resize logo for the recipient's view
11 votes -
11 votes
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