6819 results found
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Variable for recipient group
To be able to use variable to auto-populate names of the signers added in the recipient group
4 votes -
Fill in data fields automatically based on variable input.
Input that is added to a variable will fill in the matching data field
4 votes -
4 votes
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Ability to share contacts across workspaces
My company has several departments that operate as independent business units, so I've created workspaces in PandaDoc for each department. Most of our clients are also shared between these various departments, so we would like to be able to enter a client in one workspace, and then make that client available in any/all of the other workspaces so that someone in another department doesn't have to re-enter client information. This will help streamline our processes and make PandaDoc much more user friendly for our teams.
4 votes -
4 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Ability to add a meeting link (hyperlink) to the document email body
Ability to add a meeting link (hyperlink) to the document email body
4 votes -
Pass values from HubSpot along with currencies to the document
Pass values from HubSpot along with currencies to the document
4 votes -
Re/Name Template via API
Currently in the API there is no method to set the name of the templates when uploading as a bundle. It defaults to the template name which is not suitable to API processes
4 votes -
Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"
Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"
This is confusing to some customer.
4 votes -
[Upload} Increase File Limit from 10 to more than 10
Client wants to be able to add in a large number (about 40) of files when creating a document. Right now they're limited to 10.
4 votes -
Add the status: "Expired" and "Viewed" to the automation: Move the document to a PandaDoc folder when PandaDoc document status changed
Currently there are no status change to "Expired" and "Viewed" as trigger events, adding these 2 events would be necessary
4 votes -
Link multiple salesforce opportunities to 1 PandaDoc
Right now, you are unable to link one PandaDoc document to multiple salesforce opportunities.
This is a requirement for an organization's internal workflow.
4 votes -
4 votes
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Conditional signers based on radio button selection
Set up conditional signers based on radio button selection. If a recipient selects an option in the radio button (for example, region), the document should go to a specific signer.
4 votes -
Set value to 0 to not require payment
When payment integration is enabled, the ability to just set value to 0 - allowing no payment to be made. Rather then having to remove the payment integration.
4 votes -
Multiple Choice Across Different Sections in Pricing Table
Apply multiple choice for all sections within the pricing table so the recipient can select products across all sections
4 votes -
Option to send a document via email and SMS via Zapier
Option to send a document via email and SMS via Zapier
4 votes -
Separate Room templates into folders
Separate Room templates into folders
4 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Instalments: ability to set a custom due date for the first instalment
Instalments: ability to set a custom due date for the first instalment within the instalment pop-up
4 votes -
Block non-US IP addresses from signing a document.
Some of the documents that we need signed are being signed in other countries outside of the US.
For our business compliance, we cannot allow this. We can only have signatures done in the USA.
4 votes
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