Settings and activity
103 results found
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13 votes
An error occurred while saving the comment Lori Nolen supported this idea ·
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57 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.
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3 votes
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66 votes
Hi there! Thank you so much for submitting your idea – 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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17 votes
An error occurred while saving the comment Customer regi.castaneda@govos.com from GovOs--they work exclusively with templates; when corrections need to be made to templates, they VERY much need that change to apply to that same template across all workspaces. Doing the update in every workspace is very time consuming.
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22 votes
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17 votes
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9 votes
An error occurred while saving the comment Customer joanna.f@betterearth.solar--large API user needs this report to validate locations so that sales reps are not signing behalf of the customer...very manual process for them at this point
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18 votes
Hi. We aren’t planning on building this into our feature set since the inclusion of the address on the Signature Certificate is a fundamental aspect of the digital signature and serves as an essential part of the audit trail for e-signatures.
We fully recognize that this requirement may not align with your expectations, and we understand the importance of transparency and communication with our users. Our legal team has confirmed that this practice is in accordance with industry standards, and all e-signature providers display similar information on their certificates.
We truly appreciate your understanding in this matter and your commitment to using PandaDoc.
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22 votes
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5 votes
An error occurred while saving the comment My customer at Semios Technologies is using Business Central to generate invoices after deals are completed in HubSpot. This integration would allow for definite expansion with their team.
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38 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 Need an ability to create Folders that only certain users can view.
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5 votes
An error occurred while saving the comment My customer has specifically asked for this option as well: I am looking for the functionality of recurring quarterly billing when writing contracts and sending them to clients. I only see 'Weekly, Monthly, and Annual' as options. Email from: joshm@wizehire.com
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47 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!
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132 votes
Hi,
Thank you for taking the time to leave your request. Great news! Most of the PandaDoc for Salesforce functionalities you asked for here have already been released or are in the roadmap.Â
Learn more about these recently released functionalities by clicking on the links below:
- Update Salesforce opportunity products whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
We have more planned for the coming quarters so stay tuned!
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33 votes
An error occurred while saving the comment End users can not re-start a form if there’s an existing open document for that form. DocuSign HAS THIS ABILITY already---it forces some of our Forms users to leave us b/c it prevents charging for a Form that was never completed or users starting same Form over and over.
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84 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! -
56 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 Customer L. Link from large non-profit has threatened full churn; once customers complete documents they often have to upload numerous requirements using Collect Files field; and when the document is complete it currently requires MANY different attachments to be opened one at a time to get the COMPLETE document. We need a way for them to see all of the attachments.
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20 votes
An error occurred while saving the comment Account Owner very much needs to be able to do a document search across ALL workspaces at one time when searching for documents--she often spends large amounts of time looking for documents b/c she is not sure of the owner and the creator of the document could potentially be a part of multiple workspaces. mwillis@nkcac.org
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4 votes
An error occurred while saving the comment Inability to lock document functionality for users has created major gaps in required workflow for customer already on Enterprise plan. Need ability to lock document functionality within Custom Role options. Customer found over 500 documents that were not logged correctly with their webhook due to the user changing the document title and completed documents are coming back with missing REQUIRED fields b/c user deleted those fields before sending.
Need these options via OPEN API: be needing endpoints for:
Creating templates
Modifying recipients
Searching contacts by email address
Rename templates