2988 results found
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Change document status to "In Process" after one of multiple recipients has signed.
Change document status to "In Process" after one of multiple recipients has signed.
10 votes -
Document generated by automation should be sent by original sender and not admin owner
By default, the second triggered automated document sent should be sent by the original sender. At the moment the automated document that is sent when the first doc is completed is sent by the admin owner and not the original sender.
10 votes -
Add option to create product variations
It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…
10 votes -
Option to disable notification for CC'd recipients
Will allow the sender to disable notification send to CCed recipients
10 votes -
10 votes
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option to hide documents (don't want to delete them, but want them hidden)
option to hide documents
10 votes -
report of recipients who haven’t signed and also who have signed documents
be able to download a report of recipients who haven’t signed or signed the documents
10 votes -
To be able to manually change the document status of Approved documents
To be able to manually change the document status of Approved documents to Declined, Completed, etc
10 votesLindsey Schocke responded
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(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
10 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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More formatting options for pricing table cells. (see description)
Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.
10 votesHi. 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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Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts
Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts
10 votes -
fillable fields for internal use only
fillable fields for internal use only - hide fields from customers or recipients
10 votes -
Smart Content Works on Cover Pages
Be able to use smart content on cover pages.
10 votes -
10 votes
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The Signing order should be set on Bundling feature.
Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.
10 votesValeryia Baranava responded
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Use images in saved messages
Use images in saved messages
10 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Limit supported file types accepted by Collect Files Field
It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.
10 votes -
Generate links for documents in bulk, generate and send via links for bulk send
Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.
10 votes -
Saved messages for Approval process: custom notification for approval
saved messages for Approval process
10 votes -
Transfer content between accounts: Option to transfer document /template/Library items to other account.
Option to transfer document /template/Library items to other account.
10 votes
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