7183 results found
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Saved messages for Approval process: custom notification for approval
saved messages for Approval process
8 votes -
Automatic document forwarding to another PandaDoc user when initial user is on vacation
Ability to automatically forward documents sent to you to any of your PandaDoc account users.
8 votes -
Have fields automatically format based on the selected validation
For example, when using the "phone number" validation for text fields, the field should automatically format the text to ()-()-(xxxx) rather than expecting the signer to do this. Currently, unless the signer inputs their phone number in this exact format, the text will not be accepted by the validation.
8 votes -
The ability to change reminder settings in bulk for a large number of sent documents.
For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?
8 votes -
Route notifications to another person: notify someone (not a document owner/participant) that the document signed [Workaround in comments]
route notifications to another person
8 votes -
Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns
Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns.
8 votes -
word wrap options once added in the radio button field
word wrap options once added in the radio button field
8 votes -
Smart Content to work with uploaded pages
Smart Content to work with uploaded pages
8 votes -
Auto-populate contact role
Auto-populate the template role with the contact information from monday.com upon document creation
8 votes -
Insert symbols - e.g. check mark
Ability to insert or paste a symbol, such as a tick mark, into the document and tables
8 votes -
change custom variable format
change custom variable format
8 votes -
Role Variables available on document level
At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.
8 votes -
APAC localization: Korean and Mandarin
Korean and Mandarin
8 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! -
Option to hide product catalog item
hide the products in our catalog to avoid the incorrect items be selected, but would still like to have access to them if we need them for the future
8 votes -
Conditional attachments
Add attachments to a document under specific circumstances
8 votes -
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
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