7374 results found
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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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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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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 -
Presentation mode while being able to edit from the background
Improve the presentation mode to go beyond a PowerPoint-style display. Enable the customer to view a document in presentation mode while allowing for edits to be made in the background.
4 votes -
Completed documents in folders should remain hidden
Once documents are completed, they are moved into folders created in PandaDoc. But when I choose completed document status, ALL of them are visible there again whether they were 'filed' or not. I want them to stay in their folders and not have to look at them anymore in any list of documents.
4 votes -
Option to create expandable text blocks / Option to expand and collapse text blocks
Option to make a text block expandable if the content is too large.
4 votes -
Home: waiting for others tab for all documents within workspace
Option to have Waiting for others tab for all documents within workspace
4 votes -
Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification
Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification (not the same as the document expiration).
4 votes -
Template on PD mobile app
Customer would like the template to be accessible in the PandaDoc mobile app in their iPad
4 votes -
Smart content value pass through Zapier
Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content
4 votes -
Stripe: enter coupon in the checkout
Option to enter coupon in the checkout, so when the customer pays the document, they can enter the coupon.
4 votes -
Map line items to a table block
Map line items to a table block via Zapier and/or native integrations.
4 votes -
Download Reporting as PDF
Ability to download the reporting as PDF or link that is viewable to others.
4 votes
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