505 results found
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Option to Disable Payment Reminders for Individual Documents
Option to Disable Payment Reminders for Individual Documents.
5 votes -
add hyperlinks to to the pricing table by importing CSV
add hyperlinks to to the pricing table by importing CSV
Import the links via CSV file, they can imported but when they are added to the pricing table but they are not hyperlinks
2 votes -
SSO: Ability to login using email alias
When you log in via email alias, it's detected as a new account/user, which is not ideal.
2 votes -
Send reminder via text and email
The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.
10 votes -
Generate a SCIM token on PandaDoc's end
At the moment when configuring SSO SCIM provisioning, a user has to use a third party tool to generate a SCIM token and paste the SCIM token's on PandaDoc's end and on IDP's end. The feature request is to have an option to generate a SCIM token on PandaDoc's end.
2 votes -
Reporting: Column to show "total time spent"
Show how long recipients spent on the entire document even if it was not completed.
4 votes -
Smart Forms: Receive a Notification once the Smart Form is filled out
It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.
4 votes -
Contract Repository: Mandatory Data Fields for Contract Repository
Ability to configure data fields as mandatory, ensuring that users are required to fill in specific data fields when creating a document.
2 votes -
Reporting: Include Unique Recipient Links
Get a CSV file with a list of unique document links for all documents
4 votes -
Ability to adjust the email footer text based on the recipient's language.
Ability to adjust the emails footer text based on the recipient's language.
2 votes -
SMS Verification: track the SMS deliverability
Ability to track the SMS deliverability from client's end. Any available error code (such as Sent / Delivered / Pending to be Delivered etc) which could be somehow provided to them would add lot of value as they could monitor the performance of the SMS Gateways and report any issue back to you.
2 votes -
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 -
Document Expiration and Sent Date Variable Date Frormatting
Ability to change the format of the date layout for document created, sent, and expired variables because of other countries date formats
1 vote -
Update product images via CSV file that have the same image link but the images have been altered
Right now - catalog items that are updated via CSV with image links that have the same title, but the image has been altered, will not update the image correctly. They will remain as the old image - due to our image processing logic, we do not save the file again if a file with the same name already exists.
This request is for the image to update correctly - even if the file has the same name.
10 votesHi. 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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Retreive older version of documents
Would like to add a way to retrieve older versions of documents for business purposes. Such as Audits, etc.
1 vote -
Reporting: option to include recipients' phone numbers
Reporting: option to include recipients' phone numbers.
2 votes -
2 votes
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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 -
Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
2 votes -
Categorize / Group PandaDoc contacts
Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.
34 votes
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