166 results found
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Send documents from PandaDoc Contacts: Automatically assign template role
The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.
1 vote -
Export variables value
Similar to reporting of Forms responses in exportable format, can we also report on variable fields for Documents generated from a Template?
3 votes -
Search in the Actions Required tab of Home page
Would like the ability to search within the Home screen sections, like the Actions Required tab.
5 votes -
Create Health History Form Template
Option for our app to have health history form
for the health service providers.
eg: Dentist, Doctors, etc.1 vote -
Chat Notification: email notifications for chat messages
As a user,
I want to recieve an e-mail notification when a new chat message has been send in a document.
so that I don't have to manually check or use the app to be notified of a new message.11 votes -
Download Reporting Images
Able to download the reporting charts along with the .csv file or provide an
option to download1 vote -
Request for Quotation RFQ
Customer would like to have the feature to Request for Quotation RFQ from their clients
1 vote -
Table of Contents: Left Side Navigation While Editing
Our team works with complex documents consisting of multiple sections. The ability to display the Table of Contents on the left side navigation while the document is being built/edited would be extremely helpful. I understand how to turn that on for display when viewing the completed document, but is there a way to have this function during document creation?
3 votes -
1 vote
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Changing tab order
It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.
7 votes -
report that shows the phone number of the contacts within that date range
report that shows the phone number of the contacts within that date range
1 vote -
Default View for Catalog
Ability to set up a Default view for the Catalog, that way user can set up their own view and customize it to their liking so that it would show up the same every single time, they want to customize it by name or by item, item description, region, etc.
1 vote -
Editor Customization: Ability to resize and move the editor toolbar
Ability to resize and move the editor toolbar
1 vote -
Volume-Based Pricing in Catalog Upload/Download
Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).
With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.
16 votesHi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team.
Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.
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Always open a document in a new tab
When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.
2 votes -
Ability to upload files in .MSG format.
Ability to upload files in .MSG format.
3 votes -
Admin Panel: Workspaces - Give option for dynamic list view of all workspaces
As the Admin/Owner, Enterprise account I access this list often. In the Admin Panel: Workspaces - Give option for a dynamic list view of all workspaces. The current view is manual and cumbersome to scroll through when searching through my over 100 workspaces. Giving the ability to filter/sort and add columns in the list view with information about the workspace (e.g., Active users, pending invites, roles activated, etc.).
And while seeing the logo for each workspace on this screen is a nice to have, if it was an incorrect logo or needed to be updated I couldn't do anything from…3 votes -
Allow for a warning message prior to sending when a request for payment is needed but no payment setting turned on.
We are seeing some issues with people sending payment requests with no Payment setting turned on.
Allow for a warning message prior to sending where it says something like “We see you need to collect payment, but didn’t add the Payment option for your signer. Would you like to add this?”
1 vote -
Content Lock Variables from moving: Prevent variables from moving once filled with data to avoid alignment issues.
Prevent variables from moving once filled with data to avoid alignment issues.
6 votes -
'Search Bar' in move documents
There should be an option to 'SEARCH' for folders here in the moving document prompt. We have to scroll endlessly when i have to move a file starting with the alphabets which are latter in the sequence.
5 votes
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