5384 results found
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Quickbooks Integration: 2 Way Sync
Option to have Quickbooks as Intergation.
Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.
13 votesValeryia Baranava responded
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Ability to change the header's alignment in quote builder.
Ability to change the header's alignment in quote builder.
3 votes -
Email notification for Sender to verify that the document is sent
email notification that the document is sent
7 votes -
Add catalog to mobile app!
Please add catalogue feature to the mobile app so users can auto populate charts with the catalogue information. I would like to use PandaDocs on my ipad, rather than desktop, but really rely on the catalogue feature for my documents!
24 votes -
Option to set expiration for link shared with the recipient [Workaround in comments]
Option to set expiration for link shared with the recipient.
4 votes -
Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDo
Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.
14 votes -
Table of contents: PDF page breaks recognition
Table of Contents Page Numbering does not align with PDF Proposal generated and shows incorrect numbering
42 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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Bulk send feature for forms similar to the feature for the documents.
Bulk send feature for forms similar to the feature for the documents.
2 votes -
Salesforce: Release notes for recent changes
do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
: but it stopped a while back, it would be great if they started publishing that again7 votes -
Compare Files feature
ability to have a tool that can be used for PDF comparison. Compare Files feature in Adobe Acrobat
3 votes -
1 vote
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Transfer content between accounts: Option to transfer document /template/Library items to other account.
Option to transfer document /template/Library items to other account.
10 votes -
Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables
Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables
3 votes -
7 votes
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7 votes
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4 votes
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Set Document Value thru API
It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
{
...
document_value: 123456,
...
}19 votes -
Pulling related lists from Microsoft Dynamics
Pulling related lists from Microsoft Dynamics. The client has a related list attached to the Quote record and would like to pull the information from it to the PandaDoc document.
1 vote -
Cross-object population for Microsoft Dynamics
The client is using Quote as the main object however he would like to pass the values from the fields that are located at the Product object level.
1 vote -
When the document's status changes - > move the deal to the CUSTOM stage via Automations feature
When the document's status changes - > move the deal to the custom stage via Automations feature
3 votes
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