7103 results found
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Create a document from multiple objects in Hubspot
Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.9 votes -
9 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Expand the properties of fields available to the API: make fields required / non-required via API
Allow setting of required/not-required or assign owner of a field on document create.
9 votes -
Saved messages feature on mobile app
Add Saved messages feature on mobile app
9 votes -
General API key
Option to get one centralized API key for all workspaces
9 votes -
Signing order for CC recipients: CC person view first then only the signer recipients need to sign
Signing order for both for CC recipients and signers
9 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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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.
9 votes -
9 votes
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Send out different documents to different signers via Bulk Send
send different documents for different signers in bulk
9 votes -
The ability to change text sizing and font throughout the document all at once without using a theme
Without having to use a theme to do so.
9 votes -
list report about who downloaded the document
list report of who downloaded the document or list report about the downloaded documents of a user
9 votes -
BRING using PRE-ASSIGNED ROLES as PLACEHOLDERs for documents BACK--recent change to this is horrible!
Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.
New change is HORRIBLE!!
9 votes -
Conditional feature for fields that will prompt the signer to choose if required or not required
Conditional feature for fields that will prompt the signer to choose if required or not required,
9 votes -
Approval Workflow through API
Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.
9 votes -
9 votes
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Option to hide the pricing table on specific recipient
Option to hide the pricing table on specific recipient.
- Will allow the sender/user to hide the pricing table to a specific recipient.
9 votes -
Add spacing between header area and content.
On page breaks, content moved to next page is too close to the header looking terrible.
9 votes -
Change order of documents in a bundle
Documents in a bundle should be capable of being re-ordered.
9 votes -
Automate Reporting
Identify which documents are still waiting to be signed and email it as a report automatically
9 votes -
ability to make the pricing table columns not visible to the end users (recipients)
the default pricing table columns should work in the similar way as the cost column
so you can set up it in the way so it will disappear automically and won't be visible to recipients9 votes
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