7634 results found
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Pricing for adding seat on the website
Customer would like the pricing information for adding a seat to be in the website.
1 vote -
Signature certificate - capture additional information
Customer would like to have an additional information captured in the signature certificate like MAC Address other than the IP address and email address
1 vote -
Catalogue vs Price books in SFDC
In Salesforce you can create different price books, which may contain different products and/or the same products but at different prices, e.g., an academic price book and a commercial price book.
How would we go about doing something similar in PandaDoc?
1 vote -
Ability to add links/modify notification message sent to recipients
For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.
5 votes -
Embed a form in an email
Option to embed a form directly into an email, allowing the recipient to access the form without leaving the email.
3 votes -
Save sequence number for bundles
If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.
4 votes -
1 vote
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Automatically change names of a selection of documents.
Automatically change names of a selection of documents.
1 vote -
An error message that shows if two correlating fields don't match
not to be abled to fill the field if the data does not match with other field
1 vote -
1 vote
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Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts
Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts
9 votes -
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 -
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.
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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 -
Use same set of radio buttons across pages
Drag radio buttons from one page to another (for options that are one page long each)
17 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
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