Settings and activity
112 results found
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18 votes
An error occurred while saving the comment -
12 votes
An error occurred while saving the comment Charmyn Marchan commented
The ability to update recipient information (email address, name, etc) in bulk on sent documents.
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42 votes
Hi. 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!
An error occurred while saving the comment Charmyn Marchan commented
The option to have a preview link (instead of just the unique recipient link) to prevent documents from being marked as viewed.
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2 votes
Charmyn Marchan shared this idea ·
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22 votes
Hi. 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!An error occurred while saving the comment Charmyn Marchan commented
Currently, bundled documents with signature fields generates multiple signature certificates. It would be great if there was an option for the signature certificate to be multiple or unified in one page.
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14 votes
An error occurred while saving the comment Charmyn Marchan commented
The option to send the documents from two or more email addresses with one user profile.
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14 votes
An error occurred while saving the comment Charmyn Marchan commented
Specifically, including system variables that contain text such as the ones generated from Quote Builder blocks (billing frequency: per month, per year, etc.) when localization is applied. Currently, it remains in English even if a different language is selected.
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19 votes
An error occurred while saving the comment Charmyn Marchan commented
The ability for users with multiple PandaDoc accounts to copy their templates and documents across accounts.
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4 votes
An error occurred while saving the comment Charmyn Marchan commented
To have a better experience when interacting with Forms (each question shows up one at a time) similar to JotForm.
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5 votes
An error occurred while saving the comment Charmyn Marchan commented
The ability to countersign a completed document without uploading a copy.
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4 votes
An error occurred while saving the comment Charmyn Marchan commented
The ability to change payment app set up without affecting the fields of signed documents.
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3 votes
Charmyn Marchan supported this idea ·
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29 votes
An error occurred while saving the comment Charmyn Marchan commented
To be able to add fillable fields which dynamically adjust the document text, leaving just enough space (not too much) giving a cleaner look on documents.
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27 votes
An error occurred while saving the comment Charmyn Marchan commented
locations and chain of custody
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28 votes
An error occurred while saving the comment Charmyn Marchan commented
Disable auto-reminders for documents already sent in bulk too.
Charmyn Marchan shared this idea ·
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19 votes
Charmyn Marchan supported this idea ·
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3 votes
Charmyn Marchan supported this idea ·
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4 votes
An error occurred while saving the comment Charmyn Marchan commented
Make the table dynamic, the row count and data for each row would be based on the Airtable record passing data to PandaDoc.
Charmyn Marchan shared this idea ·
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145 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Charmyn Marchan commented
Change the status from 'Viewed' to 'Signed' as soon as the signature field has been filled out.
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15 votes
Charmyn Marchan supported this idea ·
The option to add PandaDoc to the Hubspot Tickets cards object