5384 results found
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Automatically stop recurring payment in Stripe.
Automatically stop recurring payment in Stripe.
2 votes -
Webhook fire on document name changes
It would be very helpful for integration with otther platforms if the document updated workflow would fire when a document is renamed in PandaDoc. We generate docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.
1 voteLindsey Schocke responded
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Revolut payment gateway
Adding Revolut payment gateway to PandaDoc's integration.
5 votesValeryia Baranava responded
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Transfer the ownership of the template
To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them
32 votes -
Be able to bundle catalog items with other bundles
Would like to have the ability to add a previously bundled item into a new bundled item.
2 votes -
3 votes
Hi. 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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to be able to to reply via email to the person who initiated the chat for documents sent via API
to be able to to reply via email to the person who initiated the chat for documents sent via API
4 votes -
Ability to move pages between two bundle document
Move pages between two bundle document
5 votes -
Document expiration variable updated when document is edited at a later date
Have the document expiration date variable update in the document when document is edited at a later date.
1 vote -
horizontal radio button
Ability to have radio buttons next to each other, instead of in a vertical column.
2 votes -
decline a document for a customer
From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
Why is it only the client can decline?3 votesHi Chris! Apologies for the confusion, for the Sender this function is under the status change menu. Will this work well for you?
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Setting specific renewal date manually
It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.
7 votes -
Filter API logs by custom date
It will be very useful if user will be able to filter logs by custom date interval on the Developer Dashboard
4 votes -
Automation that will add collaborators to documents
This would be useful for documents created from CRM integrations (Salesforce, Hubspot, etc).
3 votes -
Note for partial payment amount
The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)
-This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.
6 votes -
restrict downloading of the completed document
restrict downloading of the completed document
6 votes -
Change a color of one of two headers in the pricing table
Change a color of one of two headers in the pricing table
1 vote -
Blank page does NOT appear when using smart content with multiple pages.
Smart content: A blank page is added when CLI with multiple, uploaded pages is used. It is preferred that the blank page does NOT appear when using smart content.
5 votes -
Automated Escalation Process: if the document is not approved in 24h, send the document to another approver
automated escalation process for the approval of documents
i.e. if the document is not approved in 24h, send the document to another approver
4 votes -
View Customized Document Values in Reports
Be able to use the customize button for the Document Values within Reports
3 votes
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