3784 results found
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Integration feature with Zapier to change email subject
Option in zapier to change the email subject went document is sent
11 votes -
Link fields across templates
The ability to utilize the link field feature i.e when templates/documents are bundled together.
11 votes -
Ability to restrict/lock field editing and placement on templates/ documents
Ability to restrict field editing and placement on templates/ documents
11 votes -
[Monday] Recipient mapping
It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.
11 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.
11 votes -
Scheduled payment feature
- Will allow the user to have a schedule payment and will allso allow the recipient to see the schedule of payment
11 votes -
Option to auto-update the documents after updating the template
Have the option to auto-update the documents after updating the template used to create those documents
11 votes -
Role for Recipient Approver
Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.
11 votesLindsey Schocke responded
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Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
11 votes -
Make.com
make.com integration
11 votes -
Allow to send a document with multiple signers to send without knowing the additional signer's email
It would be helpful if there are multiple signers to a document:
- first signer identified/assigned - fields.
- Second or multiple signers - unknown emails/unassigned.Perhaps when they receive the document, there could be a registration or verification for the field assignments.
Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
Issue: sender does not know the additional signers to add before sending the document11 votes -
Save custom Quote builder products to Catalog
I would like to be able to save the products I've edited in Quote builder back to catalog
11 votes -
Card Details field for Square
Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.
11 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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Push Tax from Hubspot to PandaDoc
Push Tax from Hubspot to PandaDoc
11 votes -
Calendly
ability to integrate Calendly
11 votes -
fillable fields for internal use only
fillable fields for internal use only - hide fields from customers or recipients
11 votes -
Reminders set in hours
Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.
11 votes -
11 votes
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Smart Content Works on Cover Pages
Be able to use smart content on cover pages.
11 votes -
Conditional fields for API
Conditional fields for API
Option to use conditional fields in API
11 votes
