7112 results found
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Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
6 votes -
Ability to create your own home page filters
Ability to create your own home page filters for sorting documents
6 votes -
Ability to add a phone number used for recipient verification to the signature certificate.
Ability to add a phone number used for recipient verification to the signature certificate.
6 votes -
Allow the initials box to be in the footer
Instead of having to add the initial box to the bottom of the pages of a document be able to add the initial box in the footer.
6 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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Send completed docs to folders through variable token
Add the ability to send completed docs to specific folders via Variable token. We split our proposals up by company folders. If I could assign a variable token to each folder that would correspond with the variable token on the doc then I could fully automate this and not have to manually deposit proposals into there correct folders!
6 votes -
Rippling
Requesting an integration with Rippling to PandaDoc
6 votes -
Identity verification before notary session
face verification/identification similar to recipient verification
6 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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6 votes
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Set a specific amount of checkboxes as required
Allowing to set a minimum, maximum, or total amount of checkboxes that need to be selected. For example, we have faculty who need to select 12 workdays outside of the scheduled semester dates. We want to set it up that we have more than 12 checkboxes available to check, but they have to check 12 of them. Currently, it is set up that they are not required, since we would not want them checking all of the boxes.
6 votes -
Counting finished forms and not form responses (just opened / started forms)
We think that it's more rational to count not the form responses but the forms themselves for a rational count to avoid for paying for form responses that weren't finished or efficient
6 votes -
landscape AND portrait mode support in same doc (when uploading)
We have several companies that provide quotes in landscape mode. Our proposal and several other docs are in portrait mode, so we need for PandaDoc to recognize when a page is in landscape or portrait upon upload and allow for those to be in the correct orientation (OR allow us to rotate any page, whatever can get this to us faster). I understand I can separately add landscape docs to docs that are in portrait, but this adds another step for us right now since these are uploaded in the same file.
6 votes -
replace the PDF source file with API call.
replace the PDF source file with API call.
6 votes -
Option for recipient to see document analytics
Option for the recipient to see if other signer has opened or viewed document
6 votes -
Change multiple instances of the same word at once
Ability to change multiple instances of the same word at once.
6 votes -
Custom text block calculator (see image attached)
The ability to have an automatic calculator based on the identified blocks. Similar to the pricing table, however, The blocks can be placed anywhere in the Template/Document/Form and once an Auto Calculate Box is activated on a specific text box. The Box will automatically calculate in total from the identified text blocks.
6 votes -
Ability to set a required number of characters for fields.
Ability to set a required number of characters for fields
6 votes -
Salesforce Contact role additional Fields mapping
Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code
6 votes -
Option to convert a document (quote) into an invoice
Ability to convert documents/document information into an invoice
6 votes -
Move all Variables in the same formatting/placement from one document to another.
Save Variable Placements/formatting on uploaded PDF's. This way if a PDF needs to be re-uploaded there is an easy to move all of the Variables from the current document/PDF Upload to the new upload PDF.
6 votes -
Hibob HR Software
Hibob HR Software integration
6 votes
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