7351 results found
-
Connect catalog in Quickbooks Online to PandaDoc
Option to automatically update the Catalog in PandaDoc if product price, description, etc is changed in QB Online
1 vote -
QR code directing to payment within a document
QR code directing to payment within a document
1 vote -
To be able to manually change the document status of Approved documents
To be able to manually change the document status of Approved documents to Declined, Completed, etc
8 votes -
2 votes
-
Ability to choose on the template level which pricing table defaults as the document value
Ability to choose on the template level which pricing table defaults as the document value
2 votes -
Reporting - drill down to the data within the numbers. If a number is displayed, have the opportunity to click the number and view the data
Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
As of now, it's too many steps to click and export a report.
He'd like to have an actionable item from that screen as well.
example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.3 votes -
Create folders via API
Option to create folders via API
2 votes -
Filter documents by Contacts
Have the ability to filter documents by contacts.
3 votes -
Pricing table columns to reflect pricing with/without discount
Pricing table columns to reflect pricing with/without discount
3 votes -
have more than 1 signer to use Qualified electronic signature (QES)
have more than 1 signer to use Qualified electronic signature (QES)
A document with a qualified electronic signature can’t have more than one signer.
33 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
-
Importing Product Bundles from CRM
Will allow the user to import Product bundle from the CRM
5 votes -
Move documents through API
Move folders through API. Ability to download the folder and/or archive into subfolders.
3 votes -
Recipient group in bulk send
Option to use recipient groups when sending documents via bulk send
2 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!
-
55 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
-
Sign all signature fields separately (without automatic filling with the previous signature field's value).
Sign all signature fields separately (without automatic filling with the previous signature field's value).
1 vote -
Mass update auto numbering sequence
Option to mass update auto-numbering sequence for templates, f.e. from 2023 to 2024
1 vote -
Import colors from Google
Import colors from Google
2 votes -
Overview tab in the Home view
Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.
3 votes -
Enable document forwarding when using recipient verification
Option to use document forwarding when the recipient verification is enabled
1 vote -
5 votes
- Don't see your idea?