6452 results found
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Support Wordpress video embed in documents
support Wordpress video for documents like YouTube, Vimeo, Wistia, or Vidyard.
2 votes -
automations for Xero
automations for Xero
2 votes -
2 votes
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Tally for Forms as Survey
ability to provide tally for Forms if used as a Survey
2 votes -
[Home] Control of the document visability depending on the status
The ability to control the statuses of the documents that are visible in Home (Actions required / Waiting for others / Finalized). F.e. the user should be able to remove Expired/Declined documents from the Actions required view if those are not needed.
2 votes -
Document access for recipients after decline
When a document is declined by one recipient, all other recipients should still be able to access the document.
2 votes -
We need to use exclusively PAdES or CAdES format for signature
We need to use exclusively PAdES or CAdES signature formats
2 votes -
Create new document for ____ member when document completed by template
Similar to create and send by template automation. During our sales process, once client signs the proposal then we have another person on our staff to create an vendor RFP to source our vendors. I would love to be able to transfer the information from one doc to another and assign it to a team member to QC.
2 votes -
Send completed docs to folders through variable token
Add the ability to send completed docs to specific folders via Variable token. We split our proposals up by company folders. If I could assign a variable token to each folder that would correspond with the variable token on the doc then I could fully automate this and not have to manually deposit proposals into there correct folders!
2 votes -
Require Either/Or Fields to be Completed
It would be really useful to require one field or another to be completed, but not both.
An example is on a W-9 we need to have the signer complete either the SSN or EIN fields. We cannot create logic that says "if SSN empty, require EIN" or "if EIN empty, require SSN", but in effect that is what is needed.
2 votes -
Give Choice of Radio Button Format
Radio buttons are very useful, it would be even better if we could choose their format.
Specifically I would like to be able to select if Radio Buttons are:
- Circles
- Squares
- Xs
- Checks
One example is section 3 of a W-9, a document that is widely used in Pandadoc. This is the perfect use case for Radio Buttons since the recipient should only select one option. However, W-9s have square boxes usually meant to be checked. A filled in circle works well, a check would be better.
2 votes -
2 votes
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Ability to set up a field that changes based on the value the prospect selects in the dropdown
ability to set up a field that changes based on the value the prospect selects in the dropdown. i.e hide/show a text field based on a selected input
2 votes -
[Quote Builder] Stack items in 1 horizontal line formation only
stack items in 1 horizontal line formation only
2 votes -
Option to have recipients view a document as a slideshow
A feature that would allow recipients to view one page at a time instead of scrolling (document slide view).
2 votes -
signing a document with the help of Bank-ID
signing a document with the help of Bank-ID.
2 votes -
show attachment via API when the document is completed manually
show attachment via API when the document is completed manually
2 votes -
Ability to scan document from mobile app
It would be a useful addition to be able to scan a document via the mobile app to upload to PandaDoc natively.
2 votes -
conditional fields - add more fields per rule, beyond 100
conditional fields - add more fields per rule, beyond 100 can be selected
2 votes -
Outbound Email Audit Log: See Email Message Content Sent to Customer
I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?
2 votes
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