501 results found
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countdown on the document
countdown on the document (5 days 3 hours 15 minutes left to sign the offer for example)
3 votes -
Ability to assign or change licenses for mass users in bulk
The ability to select a bunch of users and assign them a license.. that way i don't have to change each license for each user and confirm each change..
3 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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Put "Submit Product Idea" button to the Top panel on ap.pandadoc.com
Put "Submit Product Idea" button to the Top panel on ap.pandadoc.com
3 votes -
Bi-directional contact fields
It would be great to allow for the following when using document automation fields based on PD Contacts:
If a contact field, such as phone number or address is placed in a document, if those fields were empty in the contact, you could set them to be required or optional, and whether update is allowed, and accept user entry or update, which would then update the contact record. It would also be nice to indicate to the user that input or update is requested or required.
3 votes -
3 votes
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Add a Suggestion Box
A 'Suggestion Box' would be easy way to receive customer feedback and concerns. I would have used this feature to let you know that I am not a fan of the 2.0 program version as it is not as user friendly as the one before....it's too must like a creator graphics program now and is cumbersome to work through. Is there a way I can revert to previous version? My email is below, but the email we use for PandaDocs is docs@universitypccare.com. Thank you! -William
3 votes -
Sort Contacts by Last name In PD contacts
Client would like to be able to sort PandaDoc contacts by last name in alphabetical order
3 votes -
Save chat so you can return to it after leaving the window
Currently when we are typing a chat to someone, if we leave the PandaDoc window to do something else before finishing the chat, it wipes out. We would like to request that it save the chat until we hit send.
3 votes -
Document Analytics: Recipient Device Used
The ability to see what kind of device your recipient used when signing/opening the document
3 votes -
Pay invoices via Billing page in PandaDoc
At the moment it is possible to see only paid invoices in PandaDoc Settings -> Billing. The feature request is to be able to see & access pending invoices via PandaDoc Settings -> Billing (like via "hosted invoice" link)
3 votes -
Sender Address in Contact description
Client would like a way for the sender address variable to automatically be filled in each time a document or template is created.
3 votes -
Auto-correct feature in or chat or email portal.
Auto-correct feature in or chat or email portal when submitting a request.
3 votes -
3 votes
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Edit contact in the document
ability to change the contact's name in the document
3 votes -
3 votes
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Bulksend report
Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.
3 votes -
Pass punctuation through into Tokens
Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).
3 votes -
Document Workflow: Collect Shipping and Billing Details
A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.
3 votes -
Generate a SCIM token on PandaDoc's end
At the moment when configuring SSO SCIM provisioning, a user has to use a third party tool to generate a SCIM token and paste the SCIM token's on PandaDoc's end and on IDP's end. The feature request is to have an option to generate a SCIM token on PandaDoc's end.
2 votes -
Contract Repository: Mandatory Data Fields for Contract Repository
Ability to configure data fields as mandatory, ensuring that users are required to fill in specific data fields when creating a document.
2 votes
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