6839 results found
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Variable questionnaire
The ability to have recipients complete a questionnaire before opening a document which would place those answers within variable/fillable fields
1 voteHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support team via your PandaDoc account. For more information, please click the link below!
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Folder with files uploaded to a document
Option to have a folder you can see all files uploaded to a document
1 vote -
1 vote
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Set a default workspace on each Salesforce object
we are hoping to link two different PandaDoc workspaces to the Contract tab on Opportunity and the Contract tab on Account in Salesforce.
For example,
Contract Tab on Opportunity -> Test1 (PandaDoc Workspace)
Contract Tab on Account -> Test2 (PandaDoc Workspace)1 vote -
Ability to delete recipient uploaded content via Collect Files Field
The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.
1 vote -
Copy/paste Smart Content from one template to another
Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.
1 vote -
2FA via email
Send code via email instead of using an authenticator app
1 vote -
1 vote
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Mass update the setting for the expiration notification
Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually
1 vote -
Booqable
Have Pandadoc Integrate with booqable integration.
1 vote -
Option to disable the document forwarded notification for the Sender
Option to disable the document forwarded notification for the Sender.
Settings > Notifications does not have a way to enable or disable this notification.1 vote -
[CRM]: Variables filled in all capitalized
Have the option to fill in variables as all capitalized letters if you pull the info from the CRM
1 vote -
A new folder is created when a document is completed
A new folder is created when a document is completed
1 vote -
Automation: Transfer document ownership
Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace
1 vote -
Program a date/time to send a document from HubSpot
Program a date/time to send a document from Hubspot
1 vote -
Send another PandaDoc document when PandaDoc document status changed to Paid
Send another PandaDoc document when PandaDoc document status changed to Paid
1 vote -
Integration with Amadeus Delphi
Integration with Amadeus Delphi to make eSignature faster.
1 vote -
Option to replace a signed document with a new one
Option in the Pandadoc to null the signed letter: replace a signed document with a new one. The existing signed documents should be in the bottom with X line.
This functionality should allow users to update or replace a signed document while providing clear visibility of the previous version within the new one.1 vote -
Option to save variable value to CLI
Option to save variable value to CLI
1 vote -
Keep the signature when duplicating a document
Keep the signature when duplicating a document. Currently, the signature gets removed on the duplicated document.
1 vote
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