331 results found
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1 vote
Lindsey Schocke responded
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Have certificates for completing each learning path (Admin Certificate, Sales Certificate, etc.)
When you go to the PandaDoc Learning Center and complete a learning path, it would be nice to have a certificate saying you completed the path. For example, if you go through the Admin learning path and complete it all the way, you could be certified as a PandaDoc Admin and have a certificate to show for it.
1 vote -
1 vote
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Link inbox so multiple users can view it
Link Inbox so 2 users can view it.
1 vote -
Ability to set 'not null' condition when setting up conditional content rules (see description)
Ability to set 'not null' condition when setting up conditional content rules, so that the system pulls only those variables which has a value other than '0'
1 vote -
Option to show the paid amount on the completed document
- On the PDf of the completed document the paid amount will show up.
1 vote -
1 vote
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Notification when you close to the volume limit
Option to receive a notification when you are close to your volume limit (documents/forms/bulk send etc).
1 vote -
Ability to have a real time signature
to create a template that can be signed in real time and not sent via email to someone.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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payment option using Authorize.net to delay based on a value in Salesforce
payment option using Authorize.net to delay based on a value in Salesforce
1 voteValeryia Baranava responded
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Resize the table in the Reporting section
Resize the table in the Reporting section
1 vote -
Option to show the signer info on the document once they completed it
Option to show the signer info on the document once they completed it.
- Will show the signer info on the document once document is completed.
1 vote -
Ability to check the reporting specified to the customer.
Ability to check the reporting specified to the customer.
1 vote -
1 vote
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Duplicate/Copy contacts in PandaDoc
Copy contact in PandaDoc - create this way a new contact: Create a contact copy - useful e.g. for 2 contact from the same company. All fields can then remain and only the name+email would be change. Would save a lot of time.
Currently, the new contact has to be completely filled out again.1 vote -
1 vote
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No. of Rejected Document will show up in Dash and in Reporting
No. of Rejected Document will show up in Dash and in Reporting
1 vote -
New wizard: full list of contact parameters
New wizard: the full list of the contact parameters when creating a document.
1 vote -
Ability to sign a digital check in PD
Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.
This would mean the ability to actually sign a check in PandaDoc for processing.
1 vote -
Customize email format sent out via whitelableing
PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.
1 vote
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