7336 results found
-
Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
17 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
-
Hide rows in a pricing table
Hide rows in a pricing table
17 votes -
Edit Document Creation Variable (system variables)
Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out
17 votes -
When adding a presentation from canva should be able to change the page orientation to landscape in canva
When adding a presentation from canva should be able to change the page orientation to landscape in canva
17 votes -
[Bulk send] Edit documents
Edit documents that user would like to send in bulk
17 votes -
ACH payment across different payment gateways
ACH payment across different payment gateways
17 votes -
17 votes
-
Copy the page from one document to another.
Copy the page from one document to another.
17 votes -
ev2 wrap text and make text smaller when recipients add long responses to text fields
ev2 wrap text and make text smaller when recipients add long responses to text fields
17 votes -
Edit notification message on PDF attachment
Customizable message when automatically receives completed PDF document to signors.
17 votes -
Allow admins to change other users' emails, names, and passwords
Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.
17 votes -
[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc
Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.
17 votes -
Able to use Variables in titles when sending documents via Bulk Send
Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.
16 votes -
Field tags - 'Autofill with Signing Date'
PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.
It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.
16 votes -
Option to disable notification to recipients after document got completed
- Will allow the sender to disable notification once the document got completed
16 votes -
Ability to embed fields in the downloaded PDF
After Downloading the Document as PDF, There's still fields that recipients can input details.
16 votes -
Full timestamp in document on date field
Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp
16 votes -
Conditional fields for several recipients
Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.
16 votes -
google docs redlining/ Contract negotiation using google docs
Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.
16 votes -
Option to generate one document link for all recipients
Share a single document link with all recipients, rather than creating a unique link for each user.
16 votes
- Don't see your idea?