7374 results found
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Hide pricing table if no products were populated
The ability to set a rule where if a data merge does not populate any information into a pricing table from the CRM, that table will not appear.
4 votes -
4 votes
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Document download: filter documents by type
Filter document downloads by regular documents, bulk send documents, and documents created from forms, so you can download all documents except those created from forms.
4 votes -
4 votes
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Automatically turn on 'Enable optional item' for pricing tables and quote builder
Automatically turn on 'Enable optional item' for pricing tables and quote builder instead of having to manually enable this
4 votes -
Global setting to update all users profile images to a company logo and prevent users from updating the image.
Global admin setting to update all users profile images to the company logo and prevent users from updating the image.
They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.
Global branding for their company
4 votes -
Custom date with business days after signing date
With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.
4 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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When signature forwarding, it will automatically update other fields or variables
When signature forwarding, it will automatically update other fields or variables when it is sent to another signer
4 votes -
SeamlessChex ACH & Cards
SeamlessChex ACH & Cards
4 votes -
Ability to remove "Action required" items
Ability to remove "Action required" items, without deleting it or without signing or making some actions to the contract or document.
4 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Retrieve Bundled products' SKUs via API
Ability to retrieve the data of products within a Product Bundle via API
4 votes -
Bypass recipient information input in forms
The ability to enable recipients to not have to input recipient information before singing a form
4 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team via your PandaDoc account. For more information, please click the link below! -
Redirect recipient to a custom URL upon completion based on certain conditions.
Redirect recipient to a custom URL upon completion based on certain conditions.
4 votes -
Automations: change document name after document completion
Change document name after document completion
4 votes -
HubSpot: setup variable formatting
HubSpot variable should have capability to exclude values of zeroes after the decimal point
4 votes -
Recipient experience: select an option for full or split payment
We would like to give a signer the choice of paying in full up front with a discount or full price in 2 payments.
4 votes -
"Select All" Filter in Reporting
When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.
4 votes -
4 votes
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Add additional signers to a document after it has been sent
Add additional signers to a document after it has been sent
4 votes -
4 votes
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