7582 results found
-
Upload a signed PDF and PandaDoc will automatically sync it to the sent document.
Upload a signed PDF and PandaDoc will automatically sync it to the sent document.
2 votes -
Option for pop-up before deleting completed document
Would it be possible to get a pop up created for when you select a delete button asking if you're sure you want to delete? We do have this when creating and deleting blank templates, but it would be nice to have for when we have a signed agreement. The "Delete" and "Print" buttons are right next to each other and it's easy to miss-click and I have lost a completed agreement because of this.
8 votes -
SalesForce on iPad template/document view
Customer would like to have the ability to take out the template or document view from the SalesForce app on their iPad
1 vote -
5 votes
-
PayPro/Przelewy24
If you're looking seriously at the Polish market it would be a great idea to integrate with PayPro/Przelewy24 as a payment gateway.
It's an online payment system everybody here uses and loves. Especially the BLIK functionality. Very convenient.
The integration should be simple enough.
5 votes -
Improve PandaDoc performance with other browsers
Improved PandaDoc performance and better integration with other browsers - mainly the Edge Browser.
3 votes -
Product bundle: SKU
Option to see the SKU of the bundle products in the bundle itself
1 voteHi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team.
Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.
-
Approval before completing the document
We need an additional approval stage before the complete stage. It seems like a quite common area in other platforms but I can't find where I can edit this workflow.
1 vote -
Ability to create custom variable groups
Ability to create variable groups instead of all of the custom variables going into the Custom group
2 votes -
Reporting: pull report on the document value/deal value after the document has been completed
Ability to pull Report on the document value/deal value after the document has been completed, to retrieve the value that was agreed by the recipient.
2 votes -
Ability to track/report anytime an internal user generates a PDF from a pandadoc template they are creating
To have the option to report on or track anytime an internal user generated a PDF from PandaDoc template.
2 votes -
Link CRM products to Catalog
Option to link products from CRM to the Catalog in PandaDoc. So you can select CRM products in the pricing table the same way you select products from Catalog.
1 vote -
1 vote
-
Global search
Have a global search bar that shows the results on all features with that Keyword (documents, templates, CLI, contacts, ...) just like the search from SFDC
1 vote -
Ability to remove the green arrow sign for the volume-based pricing products.
Ability to remove the green arrow sign for the volume-based pricing products.
1 vote -
Automation that will send the document once the document has been purchased
Contract that automatically sends to all participants after purchase.
2 votes -
Web Forms Populating to PandaDoc
On our website, we have a form for prospective employees to fill out. This form includes their name and email address as well as whether or not a second signature would be needed (for minors). Once they fill it out, the form gets emailed to HR and they then use the information provided on the form and send our application in PandaDoc. Having the ability to automatically send the application would improve our on-boarding experience and free up time for HR to work on other projects.
1 vote -
API - Create document using multiple templates
Ability to create document using multiple templates
1 vote -
1 vote
-
Bundle completed documents
Bundle completed documents into one. For example, if two documents were signed and completed separately, there should be an option to combine them into a single document.
6 votes
- Don't see your idea?