7352 results found
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Add spacing between header area and content.
On page breaks, content moved to next page is too close to the header looking terrible.
10 votes -
Attach a completed document to a new one: link documents conditionally
Completed document being sent to a placeholder of a new document
10 votesHello Ksenia,
This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!
Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.
We appreciate your time and looking forward to hearing back from you!
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10 votes
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Conditional recipients
It would be nice to have conditional recipients so that in [blank] situation, the document would be sent to [specific recipient group].
10 votes -
Granular Notification Settings for Forms initiators and workflow receipients
Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.
Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?
If this is…
10 votes -
webhook trigger for completed and expired documents
To be able to separate the webhook trigger for completed and expired documents.
10 votes -
Disable choosing cookies by the recipient
The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic
10 votes -
10 votes
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Rule allowing to assign specific contacts from Hubspot to Pandadoc documents
The ability to assign only specific contacts associated with Hubspot deal
the rest contacts that do not match the rule will not be added to the document10 votes -
Currency validation field
Having currency as one of the options for the field validation (email, phone number, social, etc.)
10 votes -
send a document to signature via Salesforce automatically
send a document to signature via Salesforce automatically
10 votes -
Dynamic document owner: Allow Zapier to change document owner
Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.
10 votes -
10 votes
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PDF field recognition imporvements
When uploading a PDF document as a template improve field recognition.
10 votes -
Send notification to recipient for declined document
The ability to send declined document notifications to CC'd recipients as well.
Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.
10 votes -
10 votes
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Renewal Reminder Customised Message
It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.
Perhaps an addition to this area?
10 votes -
10 votes
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option to bulk cc a recipient for all documents
Ability to pre-assign a recipient for role for all the documents/templates in the workspace.
10 votes -
Attachment on Sent documents
Ability to allow users to attach files even when the document has been sent.
10 votes
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