183 results found
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Field location based on text matching
For a workflow document, we create a new field and for its location we choose “match text”. We provide text that would be on the document (i.e., “Subcontractor Signature”. It asks for x and y offset from the location, as well as the option to have it look in a certain page range, as well as which occurrence to use should there be more than one match in the document.
1 vote -
Schedule Sending documents
Ability to schedule when to send a document
224 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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can the Fee column be automated from the catalog
can the Fee column be automated from the catalog
3 votes -
Gradually unlock next pages for the recipients
Unlock the next page after the user submits all the fields on the previous page
2 votes -
Remove old documents automatically: to have the trash bin automatically delete all after a set time
Remove the documents that are older than X automatically.
21 votes -
Tokens/Variables in saved messages / email body or subject
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Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
176 votesWe wanted to share an update regarding tokens/variables in saved messages and email. 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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1 vote
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Pricing Table Tax automates based on Zip Code
Have the pricing table tax automate based on a zipcode within the document
6 votes -
automate the populations of data for a given contact into multiple forms (or templates) for that contact
automate the populations of data for a given contact into multiple forms (or templates) for that contact
9 votes -
8 votes
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Share via link automation: The ability to automate the share via link feature. Would like a means of uploading the unique link URL to
The ability to automate the share via link feature.
3 votes -
Automated tags with quarter/year for completed documents
When a document is completed - add a quarter/year/month tag to it automatically for easier search
3 votes -
update prices when duplicating
When you replicate an old document it doesn`t update the prices that have been updated via import.
Example: i have a document made in january 2021, i made a price csv. import to our catalog in february, when i replicate that document, it comes with old prices from january, not the new updated prices in the current catalog.
So if you replicate lots of documents that sometimes have 100 lines of products inside the pricing tables, you have to manually remove and re-add the items, in order to show the correct updated prices.
Imagine the frustration and the workload in…
1 vote -
Quickbooks sales tax automation
Ability to sync QBO Sales Tax amount to payment amount on PandaDoc document.
2 votes -
Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.
Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.
5 votes -
Send invoice when payment is made: Invoice with Paid windows
The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).
26 votesHi,
Thank you so much for reaching out – 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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Route CRM generated documents into PandaDoc folders
Route CRM generated documents into PandaDoc folders
8 votes -
Automatically update the product catalog when the bookkeeping is updated
We'd like to automatically update the product catalog, to make sure it matches with our bookkeeping
3 votes -
Wizard Automation
Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.
1 vote -
Update Document Title when Email Subject with Title is Updated
It would be nice if, when you have to close out of a message when sending a doc, it would save the title you've given the message as it does the body of the email.
1 vote
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