7425 results found
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1 vote
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Integration or useful Zaps to use with HouseCall Proyou don't have any good Zapier capabilities or integrations with other software like HouseCall Pro and the like. We should be able to push customer data over and automatically send a specific agreement to a person without having to type everything manually. It's a huge waste of time and is the largest factor in my rating. You need useful Zaps 1 vote
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GuestRevuIntegration with GuestRevu 1 vote
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HubSpot: keep the document linked if Deal ID changesOption to keep document linked in case Deal ID changes 1 vote
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Document/signature forwarding without knowing the email of the delegate recipientThe option to forward a document/signature without knowing the email address of the recipient to whom the document is being forwarded - for instance via a link. 1 vote
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Ability to favourite folders and documents and have my "favourites" always at the top of my foldersI want to be able to click the 3 dots on a folder or document and have an option to "favourite". Perhaps even instead of the 3 dots its just the star icon. Most people associate the star with favourites 
 If I select "favourite" then that folder or document appears in my "favourites" folder which is always at the top of my folders list.
 That way, I can easily navigate to the folders I use most frequently and don't have to wade through mountains of folders1 vote
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Disable latest activity - who has viewed the documentAbility to disable who has viewed the document: ensure the account owner see all documents without the users knowing they were there (example on latest activity) 1 vote
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Ability to enable silent flag in Zoho (Notifications)Ability to enable silent flag in Zoho (Notifications) 1 vote
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Allow for a warning message prior to sending when a request for payment is needed but no payment setting turned on.We are seeing some issues with people sending payment requests with no Payment setting turned on. Allow for a warning message prior to sending where it says something like “We see you need to collect payment, but didn’t add the Payment option for your signer. Would you like to add this?” 1 vote
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Ability to merge document in bundles.Ability to merge document in bundles. 1 vote
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option to modify or delete commision number in Notary Stampoption to modify or delete commission number in Notary Stamp 1 voteHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! 
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[Quote Builder]: Column mapping in the quote builderThe option to set up column mapping in the quote builder - similarly to pricing table. 1 vote
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The option to have a template translated automatically in 2 languagesThe option to have the translation assigned to the recipient, so that the templates will switch the language depending on which recipient receives the message. 
 For instance, if recipient A speaks German, and recipient B speaks Spanish, then Recipient A will see the document in German, and recipient B in Spanish without the need to change the recipient's view language manually.1 vote
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Disallow Recipients To Delete AttachmentsAre you kidding me?! Why would a recipient have the ability to delete anything from a contract? We need the ability to prevent a recipient from doing this. Further, the audit trail needs to show ALL changes in the history. Currently it only shows that was sent, viewed, signed. If an attachment is deleted, I should see that in the audit trail. Current PD article shows recipients only being able to download and does not address deletions - https://support.pandadoc.com/hc/en-us/articles/360051424694-Attach-files-to-your-document 1 vote
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GloFoxIntegrate or Sync with GloFox 1 vote
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1 vote
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Label Table of Contents as Table of Contents, not the document titleCurrent setting is for the title of the Table of Contents to pull from the Document title. The table of contents title should say Table of Contents or be editable. 1 vote
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1 vote
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Date field: include hour and minuteOption to setup formatting for date field that includes hours and minutes 1 vote
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Ability to sign more than 1 page with signature field in one go or click.Ability to sign more than 1 page with signature field in one go or click. 1 vote
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