565 results found
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1 vote
Hi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Option for View list feature
- Will allow the user to be able to know who each document is waiting on in a list view without having to open each document.
1 voteHi there! Thank you for your feature request submitted to PandaDoc!
We're happy to let you know that the feature is available in the system. To see the person who hasn't signed a document without opening it, please hover over the recipients list below the document name and click on the arrow. The person who the signature is awaited from will be marked in red.
Have a wonderful day!
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The ability to create and use company variables in a Hubspot deal.
Right now, company variables only show in company contacts and not deals.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Signee's store their signature jpg on the paying users account
We send out dozens of invites a day, my boss has to sign all of these before they go to client. It is not efficient for him to locate his signature image each time. This will be a problem as well with clients who we have frequent communication with. It would be useful if they could save their signature drawing or jpeg to use next time.
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to set a default uploaded signature is available within the system.
Have a wonderful day!
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Automatic PDFs of a Signed Document
when a final signed copy of a document is finalized, I receive a link in an email that then takes me into the PandaDoc where I can then download the document. It would be nice to have the PDF in the email instead. We sent out POs and our vendors need copies of their POs all the time. I'm trying to workaround the issue but until then I have to download the file and send it to them.
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature is available in the system, please see more about this here: https://support.pandadoc.com/hc/en-us/articles/360026361793-Automatically-send-PDF-of-a-completed-document
Have a wonderful day!
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1 vote
The feature is available within the system. Please see the screenshot attached and this link (Reporting) for more information.
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1 vote
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Chrome Extension - List Document Numbers
List document numbers on the Chrome Extension. This was a feature on previous versions of the extension.
1 vote -
1 vote
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're happy to let you know that there is a way to set a default pricing table line item description color. Please see these links for more information:
Have a wonderful day!
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Change doc sender via API
Change doc sender via API
1 vote -
Deleting document should delete document from reporting
When you delete a document, the document information still shows up in Panda reporting. This causes confusion and shows errors in reporting. When you delete the document, it should delete out of any reports.
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to remove deleted documents from Reporting is available within the system. Please see the file attached for more information, and have a wonderful day!
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Can you request to have your designers update the new version to have variables be in order and not alphabetical
Can you request to have your designers update the new version to have variables be in order and not alphabetical
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to sort the variables in the documents has been released. Please see the file attached and this link for more information: https://support.pandadoc.com/en/articles/9714599-variables
Have a wonderful day!
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1 vote
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to identify how many times the templates have been used is available within the app. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting
Have a wonderful day!
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Reporting: filter for trash documents
filter that would allow excluding trash documents from the reporting
1 vote -
Allow Recipients to re-assign the Signer!
To allow recipients to forward PandaDoc + re-assign signer privileges! This not only mitigates back&forth, but often with large corporations, decision-makers/signers are gated by procurement teams, financial teams, etc. A document passes the gaze of several pairs of eyes before it's presented to the signer.
For smaller companies, sometimes your point of contact is the admin/executive assistant, who gates for the CEO or decision-maker. Out of respect, I should be able to forward to PandaDoc to the EA, and he/she reassigns the signing privileges to the CEO.
That should happen internally without my involvement. Very important feature to have to…1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 😊
The feature allowing to forward the Signer rights to another person is available within the system, please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/360019823694-Document-and-Signature-forwarding
Have a great day!
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Attachments to the main document
Hello, it would be useful to allow one or more attachments to the main document sent to the customers. I'm thinking at the upload the customer's ID card or similar that the customer will be required to attach.
1 voteHi there! Thank you for your feature request submitted to PandaDoc!
The workflow you're trying to achieve with attaching the ID card is available within the system. Please refer to this article for more info: https://support.pandadoc.com/hc/en-us/articles/360063388533--Editor-2-0-Collect-files-field
Have a great day!
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1 vote
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re happy to let you know that the feature "Hide the left page reorder panel" is available within the system. Please see this link for more information and the screenshot attached: Table of contents.
Have a great day!
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1 vote
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're glad to let you know that the option to embed your social media links as images is available within the app. For this, please upload a social media image via image block and paste the link to your profile in the hyperlink. You can also see these links for more info:
Have a wonderful day!
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1 vote
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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1 vote
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