3784 results found
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Add signatures to notarized documents after the session has completed
Add signatures to notarized documents after the session has been completed. Use case:
I am needing to notarize a document with two different humans who cannot sign together. I was planning on just having one sign the actual (long document) then have the second person just sign a page with a notary block. Is it possible to then add that last signature and notary block to the signed locked document?2 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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Move a workspace to another account
Abilty to move workspace from one account to another
2 votes -
Improve email forward security to prevent impersonation and other risks
When you forward a signature email to another party, this new party can sign as you without anyone the wiser. I perceive this as a potential security breach.
Steps to reproduce:
As sender, prepare a document to be signed by signer1.
Disable the signature forwarding toggle.
Send by email.
As recipient1, forward the email to recipient2 (email forward, NOT the button in the body of the email)
As recipient2, open the document and observe that you are signing as recipient1.On the top of my head, automated email forwarding are particularly problematic in this case, among other security concerns. Also…
2 votes -
Option to download a template so that the PDF version appears the same way as it does in the editor
Option to download a template so that it appears the same way as it does in the editor. For example: variables highlighted in yellow, the Smart Content block with the options is visible, etc.
2 votes -
Allow Product Bundles to be set with recurring pricing
We are a service based business and most of our catalogue items are monthly recurring. We want to create service bundles and charge those on a recurring basis
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Approval process linked to pricing table variables
Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
https://support.pandadoc.com/en/articles/16442466-conditional-approvals-with-quotes-new-experience
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Save videos of terminated notary sessions
An archive or the feature that will save videos/recordings even when a Notary Session has been terminated.
2 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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Allow empty value on radio button option
Allow empty value on radio button option
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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[Word import] the Signature string Word feature to convert this signature into a PandaDoc document
the Signature string Word feature to convert this signature into a PandaDoc document
2 votes -
Adding Laos (KIP) currency in pricing table
adding Laos (KIP) currency in pricing table
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the video below!
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Conditional smart content for images to populate in pricing tables
conditional smart content for images to populate in pricing tables
Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.2 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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Reporting with all document links
The ability to download a list with all current documents in the workspace including their links instead of going into them individually.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Set a default workspace on each Salesforce object
we are hoping to link two different PandaDoc workspaces to the Contract tab on Opportunity and the Contract tab on Account in Salesforce.
For example,
Contract Tab on Opportunity -> Test1 (PandaDoc Workspace)
Contract Tab on Account -> Test2 (PandaDoc Workspace)2 votes -
recipient cannot see or unlock the license before signing up or filling out the form
A lock feature of text or message. We need to issue digital license which is very confidential and sensitive information. the recipient cannot see or unlock the license before signing up or filling out the form
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Sending another document when PandaDoc document status changes
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Signed by Me Section
Section to view all documents I signed
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below! -
Allow approval workflow in bulk sends
Allow approval workflow in bulk sends
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Mass update the setting for the expiration notification
Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually
2 votes -
Set HubSpot property value based on selection in PandaDoc document
In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Update Deal properties in HubSpot whenever a document's status changes
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Approval workflow in order
Customer would like to set an approver workflow in order
2 votesHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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margins - entire page or document/template
margins - option to apply margins across entire page or document/template
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:
