7354 results found
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Volume-Based Pricing in Catalog Upload/Download
Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).
With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.
16 votesHi,
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.
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Align Executed Signatures on Socuments
When a document is signed have the signatures align with the beginning placement of a Signature Field. For instance, if the Signature Field is all the way to the left of a document please have signatures show to the left of the document.
3 votes -
contract negotiation - "request review" button on the sender side.
Once the recipient suggests edits, and the sender accepts/rejects those edits but then the sender makes additional edits to the document would like a way in the app for the sender to know their suggestions have been "sent" to the recipient (similar to the "request review" button that the recipient has on their side).
I know the recipient is notified via email automatically once the sender makes additional edits and they can review those new suggestions - but from the sender side it is unclear that is happening. Would like to have improved way to confirm that the recipients received…
1 vote -
1 vote
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block content blocks for recipients during redlining
block content blocks for recipients during redlining
7 votes -
Bullet Points Span on Separate Pages
Have the ability to have the paragraph bullet points span multiple pages
2 votes -
Sort documents by specific year or month
Be able to sort by a specific year or month.
2 votes -
Product Catalog - Ability to modify ElastiSearch
Ability to modify Elastisearch especially if missed the first 2 starting characters wherein the system is not looking it up.
1 vote -
Ability to add transaction ID# under signature.
Ability to add transaction ID# under signature.
2 votes -
[Quote Builder]: Add an Inline comment for Quote Builder Block
Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.
2 votes -
Ability to add a billing role without access to documents
A role which a user will only be able to view billing and not have access to documents, templates, etc.
2 votes -
Do suggestions via and turn on suggest edits through the API automatically
Do suggestions and turn on suggest edits through the API automatically
3 votes -
Form Capability - Drop down menu for recipient options
when an employee clicks a form link, allow for the recipient fields to have a drop down of who that specific role could go to. For example, we have a signing order set on a form, and for one of the roles, it needs to go to who their boss reports to for our board of directors. Could their be a drop down with the board of directors to select from when they are filling out the information on recipients for a form?
1 vote -
Automatically tick a checkbox if it is chosen from the conditional dropbox
Automatically tick a checkbox if it is chosen from the conditional dropbox
1 vote -
the possibility to choose what should be added to the total in quote builder
the possibility to choose what should be added total in quote builder
1 vote -
Ability to overlay image into a video block
Ability to overlay image into a video block
1 vote -
Notification of document being viewed after document completion
Goal: With the focus on retention, it's more valuable than ever to know whether a customer/client is considering cancelling/ending the contract. One strong indicator of that is if they view the pandadoc weeks/months after signing it.
Solution: Create a trigger within zapier or make.com when a document is viewed with the ability to filter for documents that have been completed by all participants. This will allow the document creator to be a step ahead in terms of knowing whether a client/customer may be considering ending the contract.
2 votes -
Automation for version History
- Will allow the user to have automation on version history
3 votes -
Save eForm to content library
Save eForm to content library
1 vote -
Pass custom product fields into pricing table on Template instead of Document using Salesforce
The ability to pass custom product fields into a pricing table on a Template instead of a Document using Salesforce
1 vote
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