3797 results found
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Vertical placement of fields
some documents require a signature on the side of the page however the signature needs to be vertical as opposed to horizontal
5 votes -
Upload file field to save in SFDC
When a doc is sent from Salesforce and there's an an upload file field assigned to a customer, when the customer uploads something- have that attachment be saved in SF
5 votes -
Webhook event for doc completed by all recipients
Webhook notification: document completed by all the recipients
5 votes -
Option to calculate values within the document that are placed outside of the PT
Option to sum up values within the document, for example a user would like to add hour estimation underneath each section of a document and calculate them at the bottom of the page
5 votes -
5 votes
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5 votes
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Localization/Recipient view in Polish
Change the recipient view language to Polish (as was available in within Classic Editor)
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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product catalog option to "deactivate" sku
When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table
5 votes -
Have a document first paid and then go to completed stage
Have a document first paid and then go to completed stage
Some customers complete the doc but don't pay5 votes -
Remove account owner from emails about billing/invoices/payments/receipts
Be able to block emails about billing/invoices/payments/receipts or to select which to block. For example, block only receipts or receipts + billing emails
5 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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signature date syncs back to HubSpot
true two way sync where dates sync back too (i.e. signature date)
5 votes -
Restrict editing prices for catalog items
Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items
5 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 link below:
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Dashboard option to track when a customer has signed a contract (multiplesigners involved)
My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign
5 votes -
Convert Google Drive files into editable documents and templates for eSign
Import to Editor tool to convert Google Docs files into editable PandaDoc documents and templates.
5 votes -
5 votes
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API PDF upload failure webhook event
Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process
5 votesPlease be informed that a new event has been added to the webhooks subscription configuration.
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Add Subscriptions to Pricing table
Add advanced subscription pricing capabilities, so the recipient may select the subscription and items within it within pricing table
5 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 link below:
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change document owner in API.
change document owner in API.
5 votes -
5 votes
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5 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- Recipient view localization.
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
