7171 results found
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Please add "Electronically signed and dated" to signature box so it appears on the actual document
Please add "Electronically signed and dated" to signature box so it appears on the actual document, many facilities require this feature and the signature certification page is not sufficient for them.
4 votesHi there! 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! -
Access to document analytics via API
I would like to be able to access the document level analytics for the recipients such as last viewed date, quantity of times viewed, time spent, and times downloaded. Most importantly is the last viewed date and quantity of times viewed. I want to be able to pull that information into my CRM and set tasks for follow up, for instance when a document has been viewed 3 times in the last month, it would then be considered a hot opportunity and a task would be autogenerated for a sales person to call.
4 votes -
Pass Recurring Payments from SalesForce to PandaDoc Quotes
Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.
4 votes -
Generate link for draft document
The actual question we have is if it's possible to generate a link to a document in the draft status, allowing the user to send that link directly to a recipient for e-signature instead of having the document sent through PandaDoc app.
4 votes -
Add more options to "Change Deal stage in Pipedrive when PandaDoc document status changed"
I would really like another variable called "Sent" to select from on the PandaDoc side of this automation. My Pipeline is set up with a quoting stage and a Negotiations/follow-up stage, and it would be nice if the status could change as soon as the quote is sent, rather than just upon completion or declination.
4 votes -
4 votes
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Edit the sent documents from Actions Required section
Have an option to edit the sent documents from the Actions Required section
4 votes -
Ability to update a signer without clearing all the fields.
Ability to update a signer without clearing all the fields.
4 votes -
4 votes
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The ability to sign up with any email not only a business email with the custom domain
When you sign up, you can use any email not only the business email with the custom domain.
4 votes -
Ability to add more than 20 collaborators for an additional charge.
Ability to add more than 20 collaborators for an additional charge.
4 votes -
Bundle completed documents
Bundle completed documents into one. For example, if two documents were signed and completed separately, there should be an option to combine them into a single document.
4 votes -
Duplicate categories in the catalog
Duplicate categories in the catalog
4 votes -
Chargify
Ability to connect Chargify to PandaDoc as a payment integration.
4 votes -
Prevent deactivated products in Pipedrive from being populated to the PandaDoc document
deactivated products in Pipedrive are not populated to the PandaDoc document
4 votes -
Add Japanese as UI Tanslation
Please add Japanese as an available language within the UI for clients. Thank you
4 votes -
Set up the default size for the images in the pricing table
Set up the default size for the images in the pricing table. Image automatically align in the cell in the pricing table.
4 votes -
[Portuguese/Brazil] Recipient localization for documents created via API
subject line is not included in the translation
4 votes -
Ascending/Descending document status
Please fix in the document view the status section so that it is truly ascending or descending. If I have ascending selected, "Completed" still shows up below "sent".
4 votes -
Multi-Step Form
Create a multi-step, multi-paged form for the the recipient to go through.
4 votes
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