7350 results found
-
1 vote
-
Pay with Stripe without being redirected to a Stripe hosted payment page
Pay with Stripe without being redirected to a Stripe hosted payment page.
2 votes -
Quote builder: include table header on the each page in PDF
In case PDF page breaks occur on the pages with Quote builder, enable an option include quote builder header on the each page in the downloaded PDF
2 votes -
Option to disable or customize the "Your team" field that appears when a user is joining an organization
Option to disable or customize this prompt (by adding custom team options) when a new user joins.
2 votes -
Advanced formatting for the fillable text field: text formatting in fields
Format the fillable text field with bullet points, numbering, bold/italic/underline text. Basically the same options available for a text block so recipients can list bullet points, bold, etc.
66 votesThe status of this suggestion is currently unchanged. Please check back for updates.
-
Disable Home
Disable Home and keep only Team dashboard
1 vote -
Conceal cents on document value variable
Customer would like to have the choice to conceal the cents in the document value variable.
1 vote -
Ability to send Salesforce related files as PandaDoc documents.
Ability to send Salesforce related files as PandaDoc documents.
1 vote -
Template Activity Tab
See activity of the template just like on documents. In this case, a template was deleted and the account would like to be able to see who did it.
6 votes -
Custom indents for text & lists
Custom indents for text & lists
8 votes -
Enable the ability to dictate which folder a document created from a template is added to
Last year the feature was enabled (in response to this idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40261645-template-to-doc-folder) to create an automation that moves a document to a certain folder once it has been either sent or completed. This is exactly the feature I want, only I'd want it to be triggered from the document's point of creation. We have multiple different templates, and currently all documents created from them get placed into the same folder and need to be manually sorted. Letting us choose which folders documents created from different templates go to would be enormously helpful in keeping our documents organized.
1 vote -
4 votes
-
Automations for Xero
Automations for Xero
3 votes -
Add/update footer on multiple items at once
Ability to add/update the footer on multiple items (documents, templates) at once
3 votes -
Generate a template link
An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.
6 votes -
Restrict entering an email for a signature field for recipients
Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.
12 votes -
[Home] Control of the document visability depending on the status
The ability to control the statuses of the documents that are visible in Home (Actions required / Waiting for others / Finalized). F.e. the user should be able to remove Expired/Declined documents from the Actions required view if those are not needed.
2 votes -
Document access for recipients after decline
When a document is declined by one recipient, all other recipients should still be able to access the document.
2 votes -
Open document links in the mobile app, not web browser
Redirect to PandaDoc mobile app when accessing document links in a mobile device.
2 votes -
Automations: Attach a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes
Create an automation that attaches a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes, particularly when the status changes to "Paid".
3 votes
- Don't see your idea?