88 results found
-
Auto-fill sender's signature once the document is signed by the client
Auto-fill sender's signature once the document is signed by the client
37 votes -
Auto-update content library item once updated in a document/template
Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.
Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.
In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…
34 votes -
Remove old documents automatically: to have the trash bin automatically delete all after a set time
Remove the documents that are older than X automatically.
21 votes -
hide the discount column automatically if the discount is 0%
hide the discount column automatically if the discount is 0%
19 votes -
Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
16 votes -
12 votes
-
Alerts/Notification when a reminder / signing order email has been sent to the recipient
Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.
11 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!
-
Automate Reporting
Identify which documents are still waiting to be signed and email it as a report automatically
9 votes -
automate the populations of data for a given contact into multiple forms (or templates) for that contact
automate the populations of data for a given contact into multiple forms (or templates) for that contact
9 votes -
8 votes
-
Route CRM generated documents into PandaDoc folders
Route CRM generated documents into PandaDoc folders
8 votes -
Ability to set a default CC'd recipient email for all documents
Ability to set a default CC'd recipient email for all documents
7 votes -
automatically change document status to Completed
automatically change document status to Completed
7 votes -
Forms info transfer into a contract: Update a contact with form responses
Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info
6 votes -
Automatic document forwarding to another PandaDoc user when initial user is on vacation
Ability to automatically forward documents sent to you to any of your PandaDoc account users.
6 votes -
Pricing Table Tax automates based on Zip Code
Have the pricing table tax automate based on a zipcode within the document
6 votes -
5 votes
-
Document Bundling - completed document triggers bundle send to same recipient(s)
Would like the capability for a bundle to be sent upon a signed NDA.
Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.5 votes -
Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.
Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.
5 votes
- Don't see your idea?