7374 results found
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Role Permission pop up notification
Some Roles needs to be enabled for users to perform objectives, it would be better to have a pop up of which part of the Role nees to be enabled.
User 1 Admin Role
User 2 Limited Member Role
User 3 Member RoleAdmin and Member Roles can make changes on quotes while Limited member Role can't make changes and they need to check each side by side on the role comparison to determine which needs to be enabled and disabled.
The Aks: It would be best that when a Role with limitations makes a change on a document if…
2 votes -
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 -
Export Catalog Folders
Looking for the ability to export specific folders in the Catalogue instead of exporting the whole catalogue
2 votes
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