7244 results found
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Import Contacts using CSV file directly to Pandadoc
Import Contacts using CSV file directly to Pandadoc
17 votes -
Export metadata of a document
Export metadata of a document (signer, date, name, variables from the document, etc)
7 votes -
Add a content feature for button / Call of action with hyperlink to other pages
The ability to create button with a background color, form (rounded or square), and also hyperlinked/ anchored linked to another page. Some
1 vote -
HubSpot automations: update recurring billing date for line item
Option to update recurring billing date for the line item when using "Update HubSpot deal products whenever a document’s status is updated" automations
1 vote -
1 vote
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1 vote
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1 vote
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obtain all content blocks and fillable fields from a template and pull it up to another template, via API
obtain all content blocks and fillable fields from a template and pull it up to another template, via API
4 votes -
Serialised inventory in CPQ
Serialized Inventory refers to the practice of assigning a unique identification number or code (known as a "serial number") to each individual item in an inventory. This allows for precise tracking and management of each specific item from manufacturing through sale, and sometimes even through the item's end-of-life.
1 vote -
download old version of templates/documents without needing to switch to old version in version history
download old versions of templates/documents without switching the document/template to its older version via version history
4 votes -
Signature option: When recipient chooses Type, don't have their name there as a default.
Customer would like the signature option for type not to contain the name of the recipient as the default name when they first selected the signature field.
2 votes -
Upload a signed PDF and PandaDoc will automatically sync it to the sent document.
Upload a signed PDF and PandaDoc will automatically sync it to the sent document.
2 votes -
Option for pop-up before deleting completed document
Would it be possible to get a pop up created for when you select a delete button asking if you're sure you want to delete? We do have this when creating and deleting blank templates, but it would be nice to have for when we have a signed agreement. The "Delete" and "Print" buttons are right next to each other and it's easy to miss-click and I have lost a completed agreement because of this.
8 votes -
SalesForce on iPad template/document view
Customer would like to have the ability to take out the template or document view from the SalesForce app on their iPad
1 vote -
5 votes
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PayPro/Przelewy24
If you're looking seriously at the Polish market it would be a great idea to integrate with PayPro/Przelewy24 as a payment gateway.
It's an online payment system everybody here uses and loves. Especially the BLIK functionality. Very convenient.
The integration should be simple enough.
5 votes -
Improve PandaDoc performance with other browsers
Improved PandaDoc performance and better integration with other browsers - mainly the Edge Browser.
3 votes -
Product bundle: SKU
Option to see the SKU of the bundle products in the bundle itself
1 voteHi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team.
Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.
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Approval before completing the document
We need an additional approval stage before the complete stage. It seems like a quite common area in other platforms but I can't find where I can edit this workflow.
1 vote -
Ability to create custom variable groups
Ability to create variable groups instead of all of the custom variables going into the Custom group
2 votes
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