7694 results found
-
download document while in notary session
Download document while in notary session. For example, not all of the clients signed and don't want to lose the signatures.
3 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!
-
optional item - automatically populate the price and hide when not chosen
optional item - automatically populate the price and hide when not chosen
3 votes -
Assign signature based on coordinates
Have a way that I can create a document with a PDF and programmatically define where I want a signature and date field to go (based on coordinates on the page)?
3 votes -
Embed a form in an email
Option to embed a form directly into an email, allowing the recipient to access the form without leaving the email.
3 votes -
Automations: Attach a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes
Create an automation that attaches a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes, particularly when the status changes to "Paid".
3 votes -
Change document status to Approved via API
The option to change the document status from "document.waiting_approval" to "document.approved" via the API, when the approval workflow is enabled.
3 votes -
Bulk edit variables through google sheet
bulk way to fill in variables from a Google Sheet
3 votes -
Option to have recipients view a document as a slideshow
A feature that would allow recipients to view one page at a time instead of scrolling (document slide view).
3 votes -
Improve PandaDoc performance with other browsers
Improved PandaDoc performance and better integration with other browsers - mainly the Edge Browser.
3 votes -
[Bulk Action] Update Contacts via CSV
Contacts that do not have names associated with the emails cause recipients' signature blocks to default to the email address. Some recipients do not notice this and at time the signature comes through with the email address rather than the recipient's name. For clients that don't have Zapier or CRM systems that can integrate with Panda, allowing a .csv (or similar) update to the contacts would allow the client to remediate this directly.
3 votes -
Count of the number of fields assigned to recipients
The option to see how many fields were assigned to a specific recipient.
3 votes -
Modified time in the document list show minutes and seconds.
Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.
3 votes -
3 votes
-
Toggle for Suggesting Edits done by Role on the Template Level
Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.
3 votes -
option to resize the optional item check box in the pricing table
ability to resize the optional item check box in the pricing table
3 votes -
Download eForm as PDF
Ability to download eForm as PDF to share to other users.
3 votes -
Change "enter value here" to "enter text here"
Currently when we send paperwork with a text box for the signer to fill out, PandaDoc instructs them to "enter value here", which confuses most people, and they end up writing in a dollar figure, instead of what our paperwork is actually asking them to enter. If PandaDoc's instructions were changed to "enter text here" for text boxes, I believe this would solve that issue. Thanks!
3 votes -
strikethrough without using text blocks
strikethrough without using text blocks and via drawing a line only
3 votes -
attach PandaDoc documents to another PandaDoc document (not attaching file)
attach PandaDoc documents to another PandaDoc document via the Attachments app/feature regardless of the document status
3 votes -
Add/update footer on multiple items at once
Ability to add/update the footer on multiple items (documents, templates) at once
3 votes
- Don't see your idea?