7564 results found
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Set a limit on form responses
Have a way to limit the clients response to the form sent to them
7 votes -
Allow Changes to Original Items Reflect on the Same Item in a Shared Workspace
Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.
This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.
7 votes -
Interchange between native PandaDoc redlining and Word redlining
Have the ability during the redlining process to use PandaDoc in-app redlining or Word interchangeably. Right now, they have to choose either redline with PandaDoc or with Word from the beginning and stick to that for the entire redlining process for that document.
7 votes -
Smart Forms: Receive a Notification once the Smart Form is filled out
It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.
7 votes -
Quote builder: pull products from CRM when quote builder is added via Smart content
Option to populate products in Quote Builder within Smart Content upon document creation from CRMs
7 votes -
Rooms: option to arrange folders
Option to arrange folders in Rooms
7 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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7 votes
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Conditional questions in Smart Forms
Is there a way on smart forms to show or hide subsequent questions based on the answer to a previous question? This would be setting up conditional logic for the questions in Smart Forms.
7 votes -
7 votes
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Pre-Sign a Document before sending in bulk
Currently we pre-sign with a .PNG signature before sending it out to many signers, but the document certification only shows one of the signers at the end. It would be incredibly helpful to be able to generate the document and be able to add a legal pre-signature so both signers appear in the certification.
7 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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Payment Gateway: Integrate with NMI
Requesting an integration with NMI as a payment gateway.
7 votes -
Custom message when sending via SMS
Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."
7 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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Option to delete pages for conditional content on a document level
Option to delete pages for conditional (smart) content on a document level
7 votes -
Ability to remove a signer after document has been sent
Ability to remove a signer after the document has been sent
7 votes -
7 votes
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Add a new Document-level Variable for Documented-Completed-Date
When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations
7 votes -
7 votes
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Variable for the current date
Ability to have a variable for the current date
7 votes -
Ability to populate variables with fields' values.
Ability to populate variables with fields' values.
7 votes -
Resend document to approver/ "ping" or notify approver or send a reminder to approve document
Resend document to approver/ "ping" or notify approver or send a reminder to approve the document
7 votes
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