78 results found
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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
45 votes -
hide the discount column automatically if the discount is 0%
hide the discount column automatically if the discount is 0%
24 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 -
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
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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 -
Ability to create custom automations on the document level
Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.
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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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
10 votes -
Automate Reporting
Identify which documents are still waiting to be signed and email it as a report automatically
9 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
8 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.
8 votes -
8 votes
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Route CRM generated documents into PandaDoc folders
Route CRM generated documents into PandaDoc folders
8 votes -
Conditional recipients
It would be nice to have conditional recipients so that in [blank] situation, the document would be sent to [specific recipient group].
7 votes -
automatically change document status to Completed
automatically change document status to Completed
7 votes -
Pricing Table Tax automates based on Zip Code
Have the pricing table tax automate based on a zipcode within the document
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 -
5 votes
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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
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