7425 results found
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Unsend sent document/notification
I have a quick question, can I re call an email i have sent by panda?
21 votes -
Disable access to the document for recipients once it's completed
Disable access to the document for recipients once it's completed
21 votes -
Direct video uploading
Availability to add videos to Content Library as files and upload on the document not through the links but from the files (e.g mp4)
21 votes -
PipeDrive connection
The option to set up 1 PandaDoc user to several Pipedrive accounts.
21 votesHi 👋,
I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.
I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.
We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.
Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6
Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.
Thanks so much, Alex
Product Manager – Integration Ecosystem
PandaDoc
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Notifications about all document changes and updates for all recipients
Notifications about document updates for all recipients
21 votes -
Prevent Fillable Fields from shifting
Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
The content locking feature doesn't help.21 votes -
Allow other people besides The document owner to receive renewal notification emails
Allow other people besides The document owner to receive renewal notification emails
21 votes -
Change the sender
Change the document sender to any email without using Send on behalf.
21 votes -
Field tags: Auto Place Field Enhancement: Auto Place fields even without field tags.
Auto Place fields even without field tags.
21 votes -
Skip/remove or override a signer the signing order
Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)
21 votes -
Using Redlining and Approval Workflow Together: Ability for the approver to resolve customer's suggestions.
Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.
21 votes -
Turn on signing order as a default setting for the account.
A way to set a default signing order for the entire account that is applied to all documents sent from that account.
21 votes -
21 votes
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More Robust Analytics Reporting
The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).
21 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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Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles
Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.
21 votes -
21 votes
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Request for Consistent Formatting of Word Docx and Google Docx Uploads
Customer would like the word docx and Google docx to follow the format when being uploaded to the platform
20 votes -
Stripe: send invoice after payment was made
Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually
20 votes -
Auto fill repeating fields - signature and initials fields
Auto fill repeating fields - signature and initials fields
20 votes -
Move "Create Document" button in Hubspot Above the document list.
As of now, the "Create Document" button is in the very bottom of PandaDoc module in Husbpot.
So in cases when there are too many documents per Husbpot Object - user has to scroll down through all of them to be able to click "Create Document".
Would be great to have this button moved up - above.
20 votes
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