7104 results found
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PandaDoc mobile app and Monday CRM mobile app integration.
PandaDoc mobile app and Monday CRM mobile app integration.
8 votes -
Improve signature forwarding
Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.
8 votes -
Allow one zap to work with multiple templates
I want to set up a zap based on a trigger which include multiple templates
so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones
8 votes -
automatically change document status to Completed
automatically change document status to Completed
8 votes -
allow to reshuffle docs in bundles
right now there is no way to reshuffle documents in bundles (make the third to be the second etc)
8 votes -
Version history for completed documents
After a contract has been signed, I'd like to be able to go back and look at prior versions of it -- ie, view the version prior to the final revision that was signed
8 votes -
Optional Template Roles
Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.
8 votes -
Option to use API to edit a document
Option to use API to edit a document
8 votes -
Improve auto save feature
A customer observed that PandaDoc auto-saves only when a new area of the document is selected. It would be helpful to have auto-save after (nearly) every keystroke, similar to GoogleDocs.
8 votes -
Custom Fonts for each Heading
Ability to set default font for each heading
8 votes -
Ability to arrange and set a header and a footer that will be applied for each newly created template.
Ability to arrange and set a header and a footer that will be applied for each newly created template.
8 votes -
freshsales
It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)
8 votes -
Mark documents as read/App
Mark documents as read in the app to stop getting irrelevant notifications
8 votes -
create library items via api
create library items via api
8 votes -
Ability to choose the language according to the recipient.
Ability to choose the language according to the recipient.
8 votes -
8 votes
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Reminders that can be sent to non-signers
Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.
8 votes -
view/access the document after expiration
Recipient should be able to still view the document after expiration
8 votes -
Delete the catalog in one click
Option to empty the catalog, i.e. delete items and folders in one click without having to select them one by one
8 votes -
Mobile preview: Ability to preview documents how they would look on mobile
It would be very convenient if there was a possibility to see how the document would look on mobile Public View.
Sometimes the web version can differ from the mobile one so in order to check it, currently, users need to send it to themselves. Perhaps, something like Chrome Dev Tool( where you can see how the page adjusts to the screen size) might work8 votes
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