6440 results found
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PandaDoc Notary - Ability to choose when they want to start recording the session
The customer would like to have a button that allows them to record the session whenever they are ready. They spend a great deal of time setting up the call with the customer and it records them helping the customer navigate the PD notary and it makes the file size so much bigger. The video that is being recorded is way too long and has too much unusable footage. They feel with a record button, they can minimize this.
1 vote -
1 vote
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Show Tax Exclusive Document Values on Document List
Option to show tax exclusive grand total values on the document's list
1 vote -
Ability to add payment processing fees
Allow to add payment fees to the payment integration, for example 2% for card payments
45 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Auto-populate contact role
Auto-populate the template role with the contact information from monday.com upon document creation
8 votes -
UserVoice SSO
Client would like to use SSO to sign into UserVoice.
1 vote -
Remove access to the 'renewal' functionality on a template for certain users.
Remove access to the 'renewal' functionality on a template for certain users.
Example: We have a PandaDoc integration in Salesforce. When sales reps configure and send out a template, there is an option under Settings to update the renewal logic of a template. I would like to remove users' ability to influence renewal logic.
1 vote -
Open Document button
In the document email, the whole button is not a link, only the words, Please make the whole "open document" button a link
1 vote -
to restrict how a field is edited –($2,000 for instance) and allow for this figure to only be increased and never discounted
to restrict how a field is edited – In this instance, we have a minimum fee ($2,000 for instance). To allow for this figure to only be increased and never discounted.
A rep will be able to alter the $2,000 figure to $2,500 but not $1,900 (as an example).1 vote -
Copying a document from the document page
Give an ability to copy the document from the document page. Ideally to have this function available when a client clicks three dots.
6 votes -
highlighted table cell makes white text invisible
When you highlight or click into a table cell, it makes white text very hard to see or edit.
7 votes -
flag/alert/notification for when a discount is applied in a document
flag/alert/notification for when a discount is applied in a document
ex. salesperson is approving documents without reviewing the discounts applied.3 votes -
4 votes
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Quote builder: ability to restrict adding certain products to certain templates
Quote builder: ability to restrict adding certain products to certain templates
1 vote -
Collapse content in pricing table: for long text could be hidden/reduced until the recipient clicks on a link/button/widget to open it
in pricing table for long text could be hidden/reduced until the recipient clicks on a link/button/widget to open it
2 votes -
PD API will support React / Node JS
PD API will support React
1 vote -
LaborEdge
LaborEdge is a software for healthcare companies that brings hospitals, staffing agencies and healthcare workers together. It already has an integration with Docusign, Hubspot. However not available with PandaDoc even via Zapier or Integromat.
1 vote -
Twilio and Zuper
It would be nice to have Zuper and Twilio integration with PandaDoc
2 votes -
Duplicate a "checked" checkbox
The ability to copy or duplicate a checkbox already selected / checked off would be useful.
1 vote -
Delete recipients from signed documents
Delete recipient from signed document
https://pandadoc.zendesk.com/agent/tickets/3687626 votes
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