7169 results found
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Link signature fields via field ID to auto-populate across the document.
Ability for users to link signature fields
4 votes -
Better setup and formatting for documents when they are downloaded by the Recipient
Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)
4 votes -
Custom role ability to create automations
Custom roles: Ability to create automations without accessing the WS docs.
Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.
4 votes -
Saved Messages in Bulk Send
Ability to pull the saved messages in bulk send feature
4 votes -
Product bundle: automatic update
Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
For now, only regular products are updated in template.4 votes -
Update document value if specific radio button is checked
Update document value if specific radio button is checked
4 votes -
4 votes
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Salesforce integration - pull multiple related records on a document
It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).
Thank you for your consideration!
4 votes -
Automation: The automatically sent document will contain information provided by the recipients from the first document
When using the automation "Sending another document when PandaDoc document status changes" the second document will contain information provided by the recipient in the first document
4 votes -
Salesforce: assign recipients from look-up field to roles
Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce
4 votes -
Option to track user actions within the account
The ability to track actions such as who has logged in/out and who has removed documents, etc.
4 votes -
4 votes
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Conditional fields - automatically fill out the value of another field
Conditional fields - automatically fill out the value of another field
4 votes -
Kiosk: Forms
The ability to use forms in kiosk like survey monkey do
4 votes -
Remove the option to leave a public comment on a form
Remove an option to leave a public comment on a form for the recipient
4 votes -
4 votes
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4 votes
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The ability to upload multiple signatures
Customer would like to have the ability to upload different signatures in their profile
4 votes -
Webhook trigger for Tags
Add a new event type for PandaDoc Webhook that triggers whenever a Tag is added (or removed)
4 votes -
Increase the text field character more than 10,000
- will allow the user to exceed the 10000 limit
4 votes
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