5360 results found
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Reporting: pull report on the document value/deal value after the document has been completed
Ability to pull Report on the document value/deal value after the document has been completed, to retrieve the value that was agreed by the recipient.
2 votes -
Ability to track/report anytime an internal user generates a PDF from a pandadoc template they are creating
To have the option to report on or track anytime an internal user generated a PDF from PandaDoc template.
2 votes -
1 vote
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Global search
Have a global search bar that shows the results on all features with that Keyword (documents, templates, CLI, contacts, ...) just like the search from SFDC
1 vote -
add tags to multiple documents
adding tags to multiple documents
19 votesValeryia Baranava responded
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API - Create document using multiple templates
Ability to create document using multiple templates
1 vote -
Bundle completed documents
Bundle completed documents into one. For example, if two documents were signed and completed separately, there should be an option to combine them into a single document.
6 votesLindsey Schocke responded
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Option to assign users to view a specific template only
option to assign users to view a specific template only
6 votes -
When the Conditional field is chosen, to have OR option within conditional rule to choose the relevant test field
When the Conditional field is chosen, to have OR option within conditional rule to choose the relevant test field
9 votes -
Email attachment included on completed email sent on Form documents
Customer would like the email attachment feature to also work on the form document when its complete
1 vote -
Option to remove "completed on the audit trail during the status is awaiting for payment
the user has the Option to remove "completed on the audit trail during the status is awaiting for payment
1 vote -
Card Details field for Square
Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.
11 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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Improve email deliverability and rate of emails going to spam
Resolve issues that result in emails to our clients getting blocked or going to spam
7 votes -
automation flow to create and send a document on a designated cadence.
Use-case: automatically create and send a recurring monthly invoice as a document to the same person.
1 vote -
5 votes
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Pass payment information to Quickbooks
Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.
4 votes -
Ability to set up a condition which hides empty pricing table columns.
Ability to set up a condition which hides empty pricing table columns.
4 votes -
8 votes
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6 votes
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Rotate Text Blocks
Allow the ability to rotate Text Blocks by degrees. I would like to add to a 90 degree angled Text Block
16 votes
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