7290 results found
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Ability to specify the type (number, text, price) for custom variables.
Ability to specify the type (number, text, price) for custom variables so that, for example, if your custom variable has a 'Price' type, your value is formatted as an amount: 12250 >> 12,250.00
1 vote -
[Signature] Autofill Signature if signer is not a PandaDoc user.
Right now, non-PandaDoc users have their emails as the autofill for the signature. Have a way for signers to put their names first before signing, just like the pop-up for a form, so that the signature autofill can use the name the signer put in the pop-up.
1 vote -
[Testing] Beta test signup for new features. Or a way to test new features ahead of implementation.
Have a way for users to sign up for beta test features, or have users test out new feature before they are implemented.
1 vote -
Fillable Fields: Remove anchoring of fillable fields inside tables or streamline the process.
Right now, fillable fields anchor themselves to the dominant part of the table whenever you try to use enter or backspace to move the fields.
Remove the anchoring or improve the field behavior in regards to when using enter or backspace to move them around within the table.
1 vote -
Reporting: option to include recipients' phone numbers
Reporting: option to include recipients' phone numbers.
4 votes -
4 votes
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Username changes won't affect old documents
changing the user's username will not affect the username of old document
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 -
Webhook for each time a recipient views a document
Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.
5 votes -
Credit & Rebate Products
For our use case, we have a package of products if you commit to the 2 products, we give them a credit or rebate. While in the product catalog we are able to add a negative or set up a discount in table, but we like to use it as a product to explain the discount better than just a flat % or Dollar Value.
It would be nice if we could have the rebate products in the product catalog that are negative dollar values do our sales team has these fixed credits available when they pick from the product…
1 vote -
Pricing Table: Apply Line-Item Discount to every Quantity
Pricing Table to less the line item discount per item quantity. Currently, when a recipient edits the quantity to more than 1, the line item discount is applied only once, not per quantity.
For example:
Price: $419 multiplied by Quantity: 1, less the Discount: $84 = Total: $335If the recipient adds more quantity, it becomes like this:
Price: $419 multiplied by Quantity: 5, less the Discount: $84 = Total: $2,0112 votes -
Continued numbered list with letters
The ability to continue a numbered list on another page with letters rather than numbers. This is a current limitation outlined in the HS.
5 votes -
Notification settings for Admin: "Document sent by members"
A way for Admins to be notified when a document is sent by their members that is different from the Approval workflow or being CCd in a document.
1 vote -
Rooms: default "all member access"
default access for all documents and files added to a room are "All members."
1 vote -
Split Payment for PandaDoc Subscription
Have the ability to split your payment for the subscription (for example, if the amount is larger than credit card limit)
3 votes -
Have all the Installment details be visible to the approver
Have all the Installment details be visible to the approver
2 votes -
Disable the option to manage recipients for sent document
When a document is on set status, the option to add a recipient on the sent documents should be disabled
2 votes -
Filter Zapier generated documents
Ability to filter Zapier generated documents
2 votes -
[Word Import] Import complex MS Word features such as shapes to maintain the integrity of the original documents.
Keep shapes after uploading a Word document into PandaDoc.
2 votes -
2 votes
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