7459 results found
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Accept Button before signing
Button accept before signing the document from the clients' side.
2 votes -
2 votes
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api revision number as token
api revision number token for document changes
2 votes -
2 votes
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2 votes
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Add a Logo to Custom App
Ability to add a logo to a custom app from the Dev Center.
1 vote -
Mass create draft
Currently we can only mass send documents but it would be useful to mass create draft documents for our sales team to go through and send individually. Mass creating drafts and having them land in a folder which the salespeople can share out amongst themselves would be a great help to the way we do business.
1 vote -
Spacer component in template builder section
We currently don't have a spacer component available when building templates, making it difficult to space the forms.
Having to work around with text fields to create a blank space between questions and form fields isn't a good experience.
1 vote -
Have the option to to customize the repeat reminder for bulk send. For example, set it to 30 days .
To have the option to customize the repeat reminder for bulk send. Currently, it can only be set to every 3 days or every week. The customer would like to customize the number of days like for example to be able to set it to 30 days.
1 vote -
Option to Send Document via Link Instead of Defaulting to Sending via Email When Changing a Signer on a Sent Document
Currently, when changing a signer on a sent document and selecting Change and Send, PandaDoc automatically sends the document via email. It would be helpful to have an option to send the document via link instead.
1 vote -
registration for recipient verification
Be able to use registration as a method for recipient verification
1 vote -
Change the layout back
The new home page layout is not helping with checking status of proposals sent, the ability to scan down on the right hand side and see if they were viewed etc was so helpful. I appreciate its now on a seperate menu but that isnt as helpful.
The option to keep the old layout would help1 vote -
Add page breaks between content blocks generated via Smart Content
Ability to insert page breaks in between content blocks populated through a Smart Content Block.
1 vote -
Prevent requestor self-approval when submitting forms/templates/documents
Currently, if a requestor is also listed as an approver, PandaDoc allows them to sign or approve a document at the time of submission. This behavior effectively bypasses the approval workflow.
This creates a security and compliance risk, since it allows someone to self-approve their own submissions. In regulated or audited environments, this violates separation of duties principles and undermines the integrity of approval processes.
1 vote -
When a custom property in a CRM changes automatically create a document
When a custom property in HubSpot is updated, automatically generate and send a document to the client. For example, if a customer chooses to pay via invoice and the payment method property in HubSpot is changed to ‘Invoice,’ the automation would create a credit application form and send it to the client automatically.
1 vote -
Allow any file type to be attached
As a company that provides engineering proposals, we attach PDF drawings and .stp file (3d models)
suddenly pandadoc wont allow any file other than a pdf to be attached, we have tried zipping files, compressing.... etc but this feature seems to be removed.Please add back in any file type attachment.
1 vote -
Option to manually change document status to sent
Option to manually change document status to sent
1 vote -
Option to manually change document status to sent
Option to manually change document status to sent
1 vote -
Ability to View Historical Credit Usage
It would be helpful to have a feature that allows users to see the historical usage of PandaDoc credits.
1 vote -
Change notification language depending on your role on the document
The language in the notifications a user receives is the same regardless of whether they are a signer or a cc'ed recipient. There is no call to action to sign the document, so they cannot tell if they need to take action or not. I'd like to have a signer receive a message to "please sign the document" or "your signature is required" or something, whereas a cc'ed recipient should receive a message like "you've been cc'ed on a document."
1 vote
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