6563 results found
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Change Field Type for AI Auto Assigned Fields
If there was a way to modify a field that is auto-assigned by the AI to change it to a different kind of field, that would be really useful.
Example, the AI detected some of the checkboxes on my PDF, but it made some of them text fields instead. If there was a way that I could edit / adjust the field that was put in and change it to be a different type of field, it would be an even more useful tool.
2 votes -
Option to pull logs for a contact info changes
- Will allow the user to get log about the changes or update on contacts.
2 votes -
Complete Document Status (automatically) Without Sending the Document
Ability to assign a complete status to a document (automatically) without sending.
2 votes -
Ability to enable mobile first e-signatures
Allow users to be able to embed a mobile-first e-signature experience into their own app
2 votes -
Disable pricing table calculations
Customer would like to disable the pricing table's capability to calculate
2 votes -
2 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Add fields permission modifications for custom roles
Looking to be able to restrict the addition of fields or modifications for a document. This way the document editor cannot add additional recipients
2 votes -
PandaDoc system document notification
Customer would like the notification sent by PandaDoc to be redirected to a different email not on the creator of the document
2 votes -
Keep a copy of initial email sent for record keeping purposes and compliance
Automating the process of adding yourself (the account holder/ sender) as the CC so you can have a record of the email that was sent for record-keeping purposes. I am aware you can do this in templates by assigning this to a role, but this functionality isn't present for sending singular documents at a time.
2 votes -
2 votes
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Support Wordpress video embed in documents
support Wordpress video for documents like YouTube, Vimeo, Wistia, or Vidyard.
2 votes -
Tally for Forms as Survey
ability to provide tally for Forms if used as a Survey
2 votes -
[Home] Control of the document visability depending on the status
The ability to control the statuses of the documents that are visible in Home (Actions required / Waiting for others / Finalized). F.e. the user should be able to remove Expired/Declined documents from the Actions required view if those are not needed.
2 votes -
Create new document for ____ member when document completed by template
Similar to create and send by template automation. During our sales process, once client signs the proposal then we have another person on our staff to create an vendor RFP to source our vendors. I would love to be able to transfer the information from one doc to another and assign it to a team member to QC.
2 votes -
Require Either/Or Fields to be Completed
It would be really useful to require one field or another to be completed, but not both.
An example is on a W-9 we need to have the signer complete either the SSN or EIN fields. We cannot create logic that says "if SSN empty, require EIN" or "if EIN empty, require SSN", but in effect that is what is needed.
2 votes -
comment history (collaborators)
ability to see comment history to see what was discussed with clients from the beggining
2 votes -
2 votes
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Ability to set up a field that changes based on the value the prospect selects in the dropdown
ability to set up a field that changes based on the value the prospect selects in the dropdown. i.e hide/show a text field based on a selected input
2 votes -
show attachment via API when the document is completed manually
show attachment via API when the document is completed manually
2 votes -
Ability to scan document from mobile app
It would be a useful addition to be able to scan a document via the mobile app to upload to PandaDoc natively.
2 votes
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