Settings and activity
19 results found
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12 votes
Valeryia Baranava responded
scott Bilodeau shared this idea ·
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444 votes
Great news – redirect after completion is now available for all business and enterprise customers 🎉
With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process. To learn more, simply watch this video or visit our Help Center.
We'd love your feedback!
Igor, Product Team
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12 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment -
48 votes
Hi,
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!
An error occurred while saving the comment Ability to expire or void a document.
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217 votes
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26 votes
Advanced reporting combined for all workspaces is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting
Have a wonderful day!
An error occurred while saving the comment Ability to export a csv report of data across all workspaces. Similar to the csv per workspace in the advanced reporting but over multiple workspaces.
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33 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 When url is present inside of variable filled from CRM, API, or manually allow for recipient to click it as a hyperlink.
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41 votes
An error occurred while saving the comment support link2crm via api to attach newly created pandadoc documents to linking service.
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7 votes
An error occurred while saving the comment Search in app for doucment or template via the ID
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10 votesPlease be informed that we've delivered new filtering options for List Documents. More details please find via links: https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents-1
An error occurred while saving the comment Search Document list API endpoint using sequence number of document.
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231 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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29 votes
An error occurred while saving the comment In-Person Signing for EV2
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53 votes
An error occurred while saving the comment Template Embed for EV2
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20 votes
Hi,
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!
An error occurred while saving the comment API endpoint to allow for reminders to be turned on on specific documents.
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40 votes
Hi,
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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19 votes
An error occurred while saving the comment Ability to export all Token and Fields data into a CSV file.
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159 votes
Contract negotiation has been released: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation
An error occurred while saving the comment I would really love this!
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519 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're glad to let you know that the feature "Conditional fields" has been released. Please see this link for more information: Conditional fields.
Have a wonderful day!
An error occurred while saving the comment general idea : if a check box is checked make a number of linked fields also available.
ie: if "additional billing address is checked make the billing address fields available.
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302 votes
Eliminate mistakes and save hours of manual work by using Smart Content to set up conditional logic. PandaDoc Smart Content empowers you to enforce consistency across dynamic documents, without sacrificing customization and while saving hours of administrative work. Using an intuitive interface, you’ll be able to reduce the number of mistakes and make sure the right information is easily added to documents. Remind your team what to include, preselect content for them or apply advanced logic in just a couple of steps. Unlike complicated solutions, Smart Content is easy-to-set-up, easy-to-use, and powerful enough to make all of your documents as unique as individual business relationships.
Check out these helpful articles:
An error occurred while saving the comment Ability to Add content library items to a draft document via the API
As a user i want the ability to control which documents in a bundle the recipients should be able to view. ie: I can assign one document to an external party and another for internal review. The external customer won't see the internal document but it will be a part of the same bundle.