7203 results found
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Bulk/multiple approval of documents
To be able to approve multiple documents at once.
2 votes -
Ability to adjust the email footer text based on the recipient's language.
Ability to adjust the emails footer text based on the recipient's language.
2 votes -
Redirect button on the completed document email
Redirect button on the completed document email
2 votes -
Notification for Optional Fields
Add a feature to notify recipients when an optional signature field is present in the document. This could be through a message or visual cue to ensure the recipient is aware of the optional field.
2 votes -
Update a HubSpot property with a document reference number when a document status is changed
Update a Hubspot property with a document reference number.
2 votes -
SMS Verification: track the SMS deliverability
Ability to track the SMS deliverability from client's end. Any available error code (such as Sent / Delivered / Pending to be Delivered etc) which could be somehow provided to them would add lot of value as they could monitor the performance of the SMS Gateways and report any issue back to you.
2 votes -
Ability to reference Field ID of fillable fields as variables
Being able to reference the input from a fillable field as the value for a Variable via the "Field Id" would allow for more complex functions like being able to do basic math within a document utilizing input from multiple fields. You could also use fillable field input to flow into a pricing table, which would make this even easier to implement.
My personal use case is needing to repurpose existing PDF contracts currently in use, but having the limitation of not being able to insert a pricing table in order to provide totaling, tax/discount calculations, etc from multiple fillable…
2 votes -
Support the "Send via Business Email" feature via API
Support "Send via Business Email" feature via API.
2 votes -
Ability to Pull Values from Non-Primary Companies in Deal Records
Enable the integration to capture values from non-primary companies associated with deals, allowing users to set conditions or use labels to determine which company's data should be pulled.
2 votes -
Option to pin strikethrough setting in the editing panel
Have the ability to pin Strikethrough in the document editing panel so you don't need to click on 3 dots.
2 votes -
Attachment in Mobile Apps
Ability to make attachments and view attachments in mobile apps
2 votes -
e-Apostille
e-Apostille: option to get an official UK document ‘legalised’ by submitting it to the Legalisation Office.
2 votes -
Quote builder: set a fixed Contract Term
Option to set a given term as default for all the lines created from the catalog
2 votes -
MM/DD/YY date format
Option to have MM/DD/YY format instead of MM/DD/YYYY
2 votes -
Ability to add a fixed amount of padding in pricing table
Ability to add a fixed amount of padding to any follow-on pages in a pricing table that goes on to more than one page.
2 votes -
Collect and Encrypt credit card details with Chase payments through Salesforce
Collect and Encrypt credit card details with Chase payments through Salesforce
2 votes -
Promote private endpoint for dashboard to public api
Prospect Fusion SD asking for dashboard private endpoint listed below to be considered to be promoted to public api for an embedded use case with multi-workspaces
https://api.pandadoc.com/dashboard/web?period=3months&from_date=2025-02-25T05%3A00%3A00.000Z
2 votes -
automation: completed document triggers to create a room from a room template
Sales handoff to onboarding and project management:
automation: when a document is in "completed" status, tigger to create a room from a room template2 votes -
Prevent SF users from editing locked variable tokens
So we can prevent users from making edits on locked content, but when the document is created in SF, the ability to prevent users from making edits on locked variables becomes possible, which should not be the case.
2 votes -
Ability to pull the document completion date (when all recipients have completed the document) from PandaDoc into HubSpot.
Pull the document completion date (when all recipients have completed the document) into HubSpot from PandaDoc.
2 votes
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