3799 results found
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Send an email once a document is signed
Send an email to specific email or group of email once a document is completed or status changes
3 votes -
Rooms: only allow the assigned individual to "complete" the task from the task list
Currently, anyone with access to the room can mark off a task as completed. Would like to prevent this and only allow the member assigned to that task to be able to market as completed.
3 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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Show tax as percentage and currency amount
It's also a great idea if the Quote or Pricing table can show % and the amount corresponding to the % or vice versa. This way, the client is made aware of the % and amount saved/added
3 votes -
HubSpot CPQ workflow branching logic
HubSpot CPQ workflow branching logic
cases where want to have two different workflows that are basically the same except one is more restrictive than the other depending on maybe what one of the choices is....if this choice use this workflow or like use this branch. If another choice used this branch, there seems to a like a kind of a node set up in terms of how you connect these things in sequence."3 votes -
HubSpot CPQ edit workflow (version / versioning)
Allow for Versioning to edit HubSpot CPQ workflow
Currently has to copy, rename, update, and republish as the same name as the previous titled workflow for HubSpot to recognize3 votes -
TOC: Ability to hide pages
Revert to the old table of contents where we could remove some pages (minus sign) in the TOC. We also need the refresh button back.
3 votes -
System for Cross-domain Identity Management (SCIM) via Entra ID (formerly Azure)
System for Cross-domain Identity Management (SCIM) via Entra ID (formerly Azure)
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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link document to the Salesforce order
link document to the Salesforce order
3 votes -
Add a new API to fetch the ip-address (and geo location tags) of all Document signatures
As part of fraud detection measures, a PandaDoc client may want to parse the source ip-address (and geo-location tag) of all document signatures and run them through a fraud-detection service to see if any red flags are raised that need further investigation.
3 votes -
3 votes
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Send Via Text (SMS) - Supported Countries
Add the United Arab Emirates and the Kingdom of Saudi Arabia to the list of countries supported for sending documents via SMS.
3 votes -
Allow the approvers to initial/sign at the approval stage
Allow the approvers to initial/sign at the approval stage.
3 votes -
Show the error message when users are editing the recipient details
The customer was facing an issue editing the recipient's email address on the document. They're only seeing the email address box turn red but they're not sure what the issue was until I advised them to edit the email address in the Contacts.
3 votes -
[Mobile app] In-app/push notifications
In-app/push notifications, for example, when the client opens a document/completes a document
3 votes -
Disabling the approval if the Approver is OOO
Ability to set up Approval by working hours of the approver (so that if they are ooo - the approval is not required)
3 votes -
API - 1 email to on different roles
Ability to use the same email on different roles in API
3 votes -
VersaPay as payment gateway option
TheKey is primarily handling ACH payments with varying amounts and is looking for a PCI-compliant solution.
Versapay is important to them because it is a payment processor that they are interested in integrating with PandaDoc, as their current data collection process is different from what PandaDoc's Payments app can handle.
3 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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Show indicators of headers/footers when text blocks overlap
Would like there to be an indicator similar to estimated PDF notification when a text block overlaps the header/footer.
3 votes -
Document deletion via API: keep the document in trash folder
Currently, when a document is deleted via API, it is deleted permanently. Have an option to have a document in the trash folder in case it was deleted via API
3 votes -
Mobile app: Shared with me tab
Option to see "Shared with me" tab when using mobile app (on Android and iOS)
3 votes
