6307 results found
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PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.3 votes -
Compare Files feature
ability to have a tool that can be used for PDF comparison. Compare Files feature in Adobe Acrobat
1 vote -
Signature Certificate: Hide or Remove Information from signature certificate
Ability to hide or remove parts of the signature certificate.
Including:
Signer's email address
Dates
Timestamp
Location
IP address
PandaDoc promotional message69 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! -
Salesforce: Manually change document status within Salesforce
Manually change document status in Salesforce Integration to decline contracts as necessary
2 votes -
Auto-Capitalization Option
Auto-Capitalization Option
- will auto capitalize words on the document
2 votes -
Random proposal numbers: option to set document sequence numbers to be randomly generated rather than follow the sequence order.
Option to set document sequence numbers to be randomly generated rather than follow the sequence order.
4 votes -
Rounded pricing table design and not just plain box
customer wants rounded table design and not just plain box
4 votes -
3 votes
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Ability to automatically pause a subscription
Allow the option to pause an account automatically for a set period of time, such as a seasonal hold.
3 votes -
Automatic document forwarding to another PandaDoc user when initial user is on vacation
Ability to automatically forward documents sent to you to any of your PandaDoc account users.
5 votes -
hide certain users from the list of users in a workspace
Can we hide anyone without a “@companydomain.com” email address from the list of users within a workspace?
1 vote -
Public templates: manufacturing agreement
Can you create a template for the manufacturing agreement?
1 vote -
Keep records of old user licenses
Be able to disable a user account, but still see a record of all past users and see the history of their documents.
1 vote -
[Bulk Action] import tags
Bulk import tags.
1 vote -
Ability to pull all the tagged documents only within the folder you're currently in.
Ability to pull all the tagged documents only within the folder you're currently in.
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
1 vote -
Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page
Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page
Ability to enable a limitation that won't allow creating pages longer than they'll be displayed within the PDF version of the same document.
127 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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2 votes
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Ability to fill out form fields (name;last name;email) via extending the URL.
Ability to fill out form fields (name;last name;email) via extending the URL.
2 votes -
When I send a contract with "Document.ExpirationDate" field to my manager for approval, this field is blank.
"Document.ExpirationDate" should be visible to the approver of a document with a note saying this will be populated once sent to client and reference the settings on the document eg. "the date will automatically be populated with an expiry date 7 days after the date it is sent"
1 vote
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