6100 results found
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Send on Behalf of for Bulk send
Ability to change the sender email when sending via Bulk send.
11 votes -
11 votes
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Set a Date to Signing Date + X days AND exclude weekends and holidays
Please add the feature where you can set a date field to X BUSINESS days after the signing date. Right now it adds that number of days but we need the ability to exclude weekends and holidays.
Thanks!
10 votes -
Webhook for each time a recipient views a document
Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.
10 votes -
Update product images via CSV file that have the same image link but the images have been altered
Right now - catalog items that are updated via CSV with image links that have the same title, but the image has been altered, will not update the image correctly. They will remain as the old image - due to our image processing logic, we do not save the file again if a file with the same name already exists.
This request is for the image to update correctly - even if the file has the same name.
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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10 votes
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Option for recipient to Approve or Decline the document from the email they receive
Option for recipient to approve or decline the document from the email they receive
10 votes -
[Quote builder] Ability to change the background color for each product
Ability to change each individual background color for quote builder
10 votes -
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 -
Automatically apply sender signature upon sending
Automatically apply sender signature upon sending
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 -
Exclusive Folder Sharing Capability for Specific Users
Customer would like to have an option to share folder containing document to a specific user only
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 -
Contacts: Allow creation of different contacts with the same email address
Ability to create different contacts with the same email address (shared email address)
10 votes -
Option to disable notification for CC'd recipients
Will allow the sender to disable notification send to CCed recipients
10 votes -
Ability to restrict/lock field editing and placement on templates/ documents
Ability to restrict field editing and placement on templates/ documents
10 votes -
10 votes
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Ability to duplicate multiple fields at once
Ability to duplicate multiple fields at once
10 votes -
Auto delegate Signatures & Approvals
Ability to auto delegate any approvals or signatures to another user, for instance whilst I am on annual leave, rather than having to amend all template approval groups, role defaults in place for all templates.
10 votes -
Usage Reporting for Content Library Items
A feature that provides statistics on usage and which templates/documents each content library item has been used in.
10 votes
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