6974 results found
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resend sent documents via API
resend sent documents via API / For example, let's say the document is sent for signature and one of the signers deletes the email, how can I have that email sent again?
10 votes -
Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDo
Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.
10 votes -
Attach a completed document to a new one: link documents conditionally
Completed document being sent to a placeholder of a new document
10 votesHello Ksenia,
This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!
Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.
We appreciate your time and looking forward to hearing back from you!
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10 votes
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add collaborator through API while creating a document
add collaborator through API while creating a document
10 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.
10 votes -
Bundling Documents, not only templates
Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.
10 votes -
webhook trigger for completed and expired documents
To be able to separate the webhook trigger for completed and expired documents.
10 votes -
Disable choosing cookies by the recipient
The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic
10 votes -
10 votes
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Rule allowing to assign specific contacts from Hubspot to Pandadoc documents
The ability to assign only specific contacts associated with Hubspot deal
the rest contacts that do not match the rule will not be added to the document10 votes -
send a document to signature via Salesforce automatically
send a document to signature via Salesforce automatically
10 votes -
Dynamic document owner: Allow Zapier to change document owner
Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.
10 votes -
10 votes
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Contact change will change a recipient email in a live document.
When entering an email address incorrectly, the user should be able to make a change to the Contact in the Contacts area, and it should allow for that email address to correct for the Recipient in a live or open document. Currently, it does not make that change, which results in the user needing to a.) Add another recipient, changing signer status to the new recipient, and deleting the incorrect recipient, or b.) starting over with a new document if A fails, which it currently is with a bug in the system.
10 votes -
PDF field recognition imporvements
When uploading a PDF document as a template improve field recognition.
10 votes -
10 votes
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Expiration date for each signer
The customer would like to have an expiration date separate for each signer. For example, if the first signer has to sign within a week because of company policy, and then there would be a second expiration date for the second signer.
10 votes -
Renewal Reminder Customised Message
It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.
Perhaps an addition to this area?
10 votes -
10 votes
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