7543 results found
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Ability to sign a digital check in PD
Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.
This would mean the ability to actually sign a check in PandaDoc for processing.
1 vote -
Zoho: pass products from related lists
Zoho: pass products from related lists (not from the products in deal directly).
1 vote -
Required field countdown bar in EV2
in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1
1 vote -
Layout of Previous Page Captured When Adding New Page
When adding a new page, the orientation of the previous page is used with the new one.
1 vote -
Forms feature in Nimble
use the forms feature with Nimble integration
1 vote -
ability to place checkbox over an attachment
When sending out a deck, it would be helpful to be able to place a checkbox (make it required) to bring the recipient's attention to the attached document.
ex. renewal agreement attached to a qbr1 vote -
SF - Link PD doc audit trail to SF Engagement history
if action is completed, it get listed in the "Engagement history" within the SF but PandaDoc document creation does not get listed.
1 vote -
1 vote
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Connect with Credit agency for document approvals
When documents are completed send data to credit agency for approval
1 vote -
Notifications for several workspaces
Notifications for several PandaDoc workspaces using MS Teams
1 vote -
1 vote
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Collaborative Dashboard
A place where all workspace dashboards are available to view collaboratively
1 vote -
Pause document from receiving signatures
Pause the document after 1 signer if you do not want other people to sign yet
1 vote -
1 vote
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Docusign
native ERP connection with Docusign
1 vote -
Customize email format sent out via whitelableing
PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.
1 vote -
Email tracking each time a document is being opened
every email open means someone is thinking about their quote
so it would be an awesome feature1 vote -
Signature Fraud Warning
Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.
1 vote -
1 vote
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1 vote
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