7430 results found
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Mark checkboxes automatically based on a variable value
We would like to mark checkboxes automatically based on a variable value
3 votes -
Ability for table block to have same features as Excel
Ability for Table block in PD to have the same features as Microsoft Excel
4 votes -
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
5 votes -
ChargeBee
Integration with ChargeBee
15 votes -
Ability to sort documents by the renewal date.
Ability to sort documents by the renewal date.
1 vote -
Include "expiration date"/"renewal date" into the report.
Include "expiration date"/"renewal date" into the report.
1 vote -
Export the recipients in the Excel file for the expired documents
export the recipients in the Excel file for the expired documents
1 vote -
Make two payments on the same document
Customer would like to have their payer pay 50% of the total and once they have completed the work order they can continue to pay the other 50% on the same document.
1 vote -
Search Results are no longer sortable
We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
thank you,20 votes -
Set field placeholder language based on the recipient's language
Option to set field placeholder language based on the recipient's language. For now, in case PandaDoc interface is in Spanish, the fields are added to the document with placeholder in Spanish and the recipients (no matter which language they use) will see Spanish.
2 votes -
Ability to edit fields across the entire workspace at once
The Ability to change fields across the entire workspace, which would affect all templates with that particular field.
i.e change the field ID across all templates
2 votes -
Document sequence: include dynamic months and years
Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.
3 votes -
3 votes
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Option to convert a document (quote) into an invoice
Ability to convert documents/document information into an invoice
6 votes -
Google Workspace add-on for EU server
Google Workspace add-on for EU server customers
1 vote -
Count of the number of fields assigned to recipients
The option to see how many fields were assigned to a specific recipient.
3 votes -
PandaDoc Notary via PandaDoc mobile app
PandaDoc Notary via PandaDoc mobile app
7 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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Duplicate Automations with Duplicated Templates
When a user duplicates a template with automations in the workflow, the automations do not duplicate. It would increase adoption to have the option to duplicate the automation workflow when you duplicate the template.
2 votes -
Excel integration: changes in real time
Option to connect Excel table with Pandadoc and have it changed as soon as something is changed in Excel
2 votes -
Restrict variable editing
Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel
12 votes
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