5911 results found
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recipient comments on a document. click "view in document" to take you directly to the comment in the document
When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
https://share.getcloudapp.com/7Kuq6LDp3 votesValeryia Baranava responded
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Receive responses to whitelabeled email
Ability to receive responses to sent emails from PandaDoc that are whitelabeled
3 votes -
3 votes
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One recipient to review document (without signing) before sending to another recipient
one recipient to review document (without signing) before sending to another recipient. "Signing order" for viewers of a document.
3 votes -
3 votes
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Delete a background when the image is added from Canva
To delete white background (make a background transparent) when the image is added from Canva
3 votes -
Customize password submission screen for password-protected documents/folders
It would be very helpful to be able to add our own customized text or image to the password submission screen. There is a lot of available screen real estate (see the attached image from https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication). There is already a small paragraph of PandaDoc-specific text ("by clicking Submit and using PandaDoc's services..." "...as detailed more fully in PandaDoc's Privacy Notice [linked]."). But since the recipient will enter the password to access OUR documents, it's critical that we can add a bit of our own text as well. This could be something like "by clicking Submit, you agree to confidentiality…
3 votes -
Specify location to save document
option to save completed document on different location of device rather than a default location of downloads
3 votes -
3 votes
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Role variables as a placeholder
Option to use pandadoc variables as a placeholder
3 votes -
Validation on 'Create Document' button on Salesforce
Need a way to have validation to prevent the "Create Document" button being clicked on Salesforce only until a text/picklist/checkbox field is "Approved" OR Ticked.
This is to prevent Sales Reps from creating documents until they finish up the pre-requisite process in Salesforce
3 votes -
3 votes
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Ability to add conditional fees.
Ability to add conditional fees.
The customer would like to have an option for his customers to disable fees by uploading a tax-exempt certificate. That should disable taxes/fees in the pricing table.3 votes -
3 votes
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add multiple background images on a page
add multiple background images on a page
3 votes -
Please create a paid document signing only subscription
I don't use the advanced document creation features... just signing (at least for now) and I'd love it if there was a paid version (in the ~$8-9/month range) that placed it below the essentials plan, and on par with other esign apps, including advanced signing-only features (audit trail, Zapier, custom branding, etc).
3 votes -
Option to have Send Document EmailL content to be in the Hubspot activity
Option to have Send Document EmailL content to be in the Hubspot activity
3 votes -
Ability to assign or change licenses for mass users in bulk
The ability to select a bunch of users and assign them a license.. that way i don't have to change each license for each user and confirm each change..
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!
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Incorporating signatures from other docs to a PandaDoc
Hi! It would be great to get a feature by which you could incorporate signatures from other docs to a certain PandaDoc. Sometimes, for schedule-reasons there are several copies of the same doc being sent to signatories who may wish to sign via different techniques (via email as PDF, hard copies and so on). This leads to multiple duplicates of the signature page being attached manually to the final doc, each of the pages containing one signature only. Therefore, it would be great if PandaDoc supported incorporating signatures to the one and the same PandaDoc, even though the signatures would…
3 votes -
Option to disable Roles from template and documents
Option to disable Roles from template and documents.
3 votes
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