7094 results found
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[Bulk action] Select and edit / update several templates at once
Bulk edit templates
31 votes -
Alerts to Sender when Document is not Viewed/Signed
Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.
31 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Save ACH payment details for future payments
Save recipient's ACH payment details for future payments
31 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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31 votes
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31 votes
Hi. 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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Working TOC in PDF files: clickable table of contents in PDF
Working TOC in PDF files (after downloading).
31 votes -
Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
31 votesHi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.
Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.
Please feel free to schedule a time with me here:
https://calendar.app.google/pHa6Xud82oexdoyv6
Looking forward to our conversation!
Thanks, Alex
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Import Folder to Content Library: upload multiple files to content library
Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.
30 votes -
Detailed reporting: Date Filter, Content Library, Upcoming Renewals
In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.
30 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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customize payment gateway payment page
Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.
30 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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Text blocks values move along and expands with the Fields value if added. Dynamic fields.
move the other placeholders when text fields expand when the multi-line is enabled
30 votes -
Tokens cross-object population for Salesforce
Tokens cross-object population for Salesforce.
30 votes -
Ability for the sender to only receive one email letting them know that the document has been completed + send a PDF email to the recipient
I have run several tests, disabling and enabling the "document has been completed by all recipients", the "attach a PDF to email," and the "Email attachment" feature, and there is no way for the sender to only receive one email, while still allowing the recipient to receive the completed PDF. Currently, the sender always receives two emails: "Signed copy..." and "...document has been completed by all participants." Looking for a way for the recipient to still receive the PDF, while also only sending the sender one email letting them know the document has been completed.
29 votes -
Variables in title with Forms
Ability to use variables in title with forms,
29 votes -
Allow Bulk Send to send multiple documents to the same email
I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address
29 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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29 votes
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Disable the option to edit a completed document
Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
would like to have a toggle to remove the ability to edit a document.29 votes -
Approval Workflow by Manager after the recipient sign the contract
Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract
29 votes -
29 votes
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Update role variables
For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)
29 votes
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