7429 results found

1. 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

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   3 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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2. Support Grammarly for PandaDoc in Chrome
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   1 comment  ·  Other  ·  Delete…  ·  Admin →
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3. Variable for the current date

   Ability to have a variable for the current date

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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4. Ability to populate variables with fields' values.

   Ability to populate variables with fields' values.

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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5. 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

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   0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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6. Ability to share a document link with non recipients

   Ability to share a document link with non-recipients

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. Add new recipient after the document has been sent

   Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.

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   1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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8. Bulk send: Allow to use the same email address for different recipients if other data differs
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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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9. send 1 email with all of the signers in the "To" field and email address in the "CC" field of the same email

   The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients.  In your app, I chose my email address as a "CC".  In any email system, there is a "To" field and a "CC" field.  What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. Ability to restrict/lock field editing and placement on templates/ documents

    Ability to restrict field editing and placement on templates/ documents

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    1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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11. Track Negative Revenue Reporting Without Deleting The Document

    We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.

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    2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. Emails sent from PandaDoc to be copied into HubSpot

    It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.

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    5 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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13. Ability to add signature to a completed document

    Ability to add signers to a completed document (countersign a completed document)

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    2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. Option to switch off "Collaborator requests access" notification for Admin users

    Option to switch off "Collaborator requests access" notification for Admin users.

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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15. Disable default roles from the workspace admin page

    Disable default roles from the workspace admin page so custom roles can't be created from them.

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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16. Enable 2 (multiple) payment gateways for documents.

    Set 2 payment gateway for each document. For example, document 1 uses PayPal, document 2 uses Stripe.

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    0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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17. disable the ability for the recipient to decline a document

    disable the ability for the recipient to decline a document

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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18. Allow recipients the ability to edit the document, potentially add extra documents, and send to an internal team for review before signing
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    0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

19. Limit access to Template/Documents regardless of license type

    Allow the owner of a document to select who can view the document regardless if they have Admin access.

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

20. Make .docx downloads support fillable fields when they are filled out.

    Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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