509 results found
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2 votes
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Ability to select the type of documents displayed in the actions required section.
Ability to select the type of documents displayed in the actions required section.
1 vote -
Have the ability to redact information in downloaded PDFs
Like a way to redact sensitive information from PandaDoc documents before sharing with lenders, either by editing the PDF or receiving a redacted version.
1 vote -
Support More than 10 Files When Importing PDFs to Editor
Currently, we have a limit of only being able to import 10 PDFs at a time (separate from bulk import). Clients would like to see this limit increased to support much more, ideally around 20 at a time.
1 vote -
Send via SMS: Ability to Port Phone Numbers from Twilio to PandaDoc
Option to port a phone number from an existing Twilio account to PandaDoc. This would allow users to have a dedicated local, recognizable number associated with their PandaDoc account, improving customer communication and brand recognition.
1 vote -
Catalog import: add a value for csv file that would command not to change the existing values
Catalog import: add a certain value for csv file that would command not change the existing values when importing a csv to the product catalog.
1 vote -
Conditional filtering in reporting module (i.e. "or"; "and")
Ability to run reports that include conditional filtering. For example, documents created this week or documents sent this week but created at any time.
1 vote -
Automatically clear read inbox
Option to clear read inbox
1 vote -
Default "Fit to Page" Setting When Printing
When users go to print out a document generated in Pnadadocs, the margins default in such a way that the page numbers and other items in the headers and footers are cut off. Having the print settings default to "fit to page" or some other equivalent would be very helpful.
1 vote -
Highlight or mark documents in completed folder
In the Completed folder, there should be a way to highlight or mark which documents were already worked and which need follow-up. Too often I cannot remember where I left off and end up viewing the same documents over again.
1 voteHi,
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 links below:
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Access Help Center with EU login
At the moment, you have to create a US-based account to be able to log in to the Help Center
1 vote -
Filter documents by currency.
Filter documents by currency.
1 voteHi. 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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The ability to download documents with blank pages
Documents are not able to be downloaded via PDF if there are blank pages in the document. This requires the document to be put back into draft status, edited, and re-sent for signature.
1 vote -
Request for CSV File in Bulk Send to Automatically Sync Phone Numbers from PandaDoc Contacts
Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.
1 vote -
1 vote
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1 vote
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1 vote
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Use a corporate name instead of a person's first and last name in contacts/recipient
hi,
i often send document for a signature of a coporate contract.
but the existing box are only first and last name.. it is missing corporate name for such a use.i think it could be great to add this field
1 vote -
1 vote
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Reporting to display email delivery rate.
Reporting to display email delivery rate.
1 vote
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