7298 results found
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Signature block rotation
The client wants to be able to rotate the signature box so he can put it on the side, vertically
4 votes -
Ability to set multiple columns when going through contact documents
i.e the ability to alphabetize documents while also setting the order for the status column
4 votes -
Suggest edits on the Template level
Suggest edits on the Template level
4 votes -
custom variables - to display 2 or more values instead of 1 value only
custom variables - to display 2 or more values instead of 1 value only, while using 1 variable only, across different pages.
For example, am employee being paid a set amount, $100, and on one page there is just one employee. On another page there is two (so, it's $200). On another page it's 3 ($300), and so on. One customer variable, but multiple possibilities.
4 votes -
Make a copy of the whole folder when sharing folder with workspace
The option to make a copy of the whole folder when sharing a folder with another workspace.
4 votes -
Default dropdown field with the list of countries
Add a default dropdown field with the list of countries
4 votes -
Option to show the signer who completed the document in the reporting feature
Will allow the user to view who signed the document in the reporting feature
4 votes -
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 -
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
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