5374 results found
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Manage Visibility of contacts
Have the ability to manage the visibility of contacts from users
2 votesLindsey Schocke responded
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Bullet Points Span on Separate Pages
Have the ability to have the paragraph bullet points span multiple pages
2 votes -
Notification of document being viewed after document completion
Goal: With the focus on retention, it's more valuable than ever to know whether a customer/client is considering cancelling/ending the contract. One strong indicator of that is if they view the pandadoc weeks/months after signing it.
Solution: Create a trigger within zapier or make.com when a document is viewed with the ability to filter for documents that have been completed by all participants. This will allow the document creator to be a step ahead in terms of knowing whether a client/customer may be considering ending the contract.
2 votes -
Mass Import Users via CSV
Have the ability to import new Users via a CSV
2 votes -
stop receiving email updates when people joins pandadoc
receiving email updates when people in my company joins panda doc
2 votes -
Export the list of expiring soon documents
Option to export the list of expiring soon documents
2 votes -
Option to manually notify the sender of document completion
Would like the option for the recipient to manually notify the sender of document completion.
2 votes -
Date field - calendar settings customization
The ability to set the properties for the calendar (which shows when we want to choose a date in the date field) so that all Holiday Days are non-choosable.
2 votes -
Ability to create a task in ClickUp for every time a Pandadoc Form is completed
An integration with Clickup that would create a task every-time a Pandadoc form is completed ⚡️
2 votes -
Preview collected files
We ask customers and our team to submit photos onto documents and having an image preview instead of the file name would be extremely helpful
2 votes -
2 votes
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2 votes
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Zoho Flow
Ability to integrate Zoho flow
2 votes -
Restrict access to a Form for specific recipient emails
Specifically, to try and prevent emails that look like spammer emails from using up Form entries when a Form is embedded on a website.
2 votes -
Expiration date: sales contract, should have option to default set at months end or just a few days before
When sending out an contract you now have the option to select nummer of days valid.
more logical would be a good list like
[ ] days before end of month
[ ] days before end of next month
[ ] days before end of this quarterOr more simple
end of this month
end of next month
this quarter
next quarter2 votes -
Automatic notification to manager when a rep's document has been signed.
Ability to automate CC feature. Use case example -- automatically notify a manager when their rep has a document that has been signed.
2 votes -
2 votes
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Delete attached file that was upload via manual status change
Ability to delete the attached file from Audit Trail that was uploaded via manual status change
2 votes -
[Catalog] Ability to upload image via API instead of using the image URL
Ability to upload image via API instead of using the image URL.
2 votes -
[Pricing table] option to divide Name column
The option to divide Name column, so you will be able to create 2 separate columns: 1. Name of the product with description 2. Image of the product
2 votes
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