6930 results found
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Document generated by automation should be sent by original sender and not admin owner
By default, the second triggered automated document sent should be sent by the original sender. At the moment the automated document that is sent when the first doc is completed is sent by the admin owner and not the original sender.
6 votes -
Fillable field response notification
The ability to become notified when a recipient marks a specific field with a specific option.
"For example, if there is a question in there that asks whether you give permission to communicate with them. Could I have it alert me when someone selects "No"?"
6 votes -
Variable for the current date
Ability to have a variable for the current date
6 votes -
Ability to add a custom field column in a Report (such as fields used with integrations)
Ability to add a custom field column in a Report (such as fields used with integrations)
6 votes -
Disable removing recipients in CC
Option to disable removing recipients in CC, always keep recipient in CC
6 votes -
Variable font design
Change the font in variables for separate values
I.e. in a variable Hello World make the word "World" in bold6 votes -
Ability to populate variables with fields' values.
Ability to populate variables with fields' values.
6 votes -
Extract data from the document
Customer would like the ability to extract data from the actual content of the document
6 votes -
customize SMS verification
customize SMS verification
6 votes -
Ability to view how a recipient paid/payment method inside of a document
Ability to view how a recipient paid inside of a document without having to navigate to the payment gateway's website. This used to be possible but was removed.
6 votes -
Add new recipient after the document has been sent
Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.
6 votes -
Add payment app to sent/viewed documents
Add payment app to sent/viewed documents
6 votes -
Importing your Google contacts (postal address)
Ability to include postal address
6 votes -
User Interface will also reflect in PandaDoc email notifications
The ability for user interface language set in PandaDoc will also reflect in PandaDoc email notifications.
6 votes -
Keep the date field formatting when passing HubSpot line item that has a billing start date field.
Keep the date field formatting when passing HubSpot line item that has a billing start date field.
(now it's YYYY-MM-DD by default and there's no way to change it).
6 votes -
Change payer after sending document
Customer would like the option to be able to assign or change payer after the document has been sent
6 votes -
Automations: Forms: Move created Sent or Completed Form Documents to a Folder
Moving sent or completed documents to a selected PandaDoc folder - for Forms
6 votes -
6 votes
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[Quote Builder]: Required option for Quote Builder
Required option for Quote Builder - similar to fillable fields
6 votes -
Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
6 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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