6451 results found
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3 votes
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Document Creation date variable calculations: auto-populate a date one year from the documents creation date
auto-populate a date one year from the documents creation date
4 votes -
Decimal places applied on pricing table variables
After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.
6 votes -
separate sandbox vs production webhooks
way to control, limit, or identify when a webhook is being sent for a test document vs a production one
9 votes -
Automated workflow in Hubspot based on variables (see the description for more details)
"We need to send an offer to the clients in the workflows (Currently we are using an automated email but we require that this email be a document with a digital signature. Within this document, we need the document to read variables that exist in the business and in the contact ( workflow 2) once the client signs or responds to the document a variable is written in Hubspot to continue the workflow"
2 votes -
1 vote
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Add DATE to content
when writing up a contract with start dates and end dates.. it would be cool if we can add the DATE block where a calendar actually populates and we can see the dates - helps if we want to see if the date is on a weekend.
1 vote -
Generate docs with pricing tables products from custom entities in MS Dynamics
Be able to generate docs with pricing tables from custom entities in MS Dynamics
3 votes -
Field tags recognition. Ability to adjust height size/font size.
Field tags recognition.
Ability to adjust height size/font size.4 votes -
Option to view all workspaces from the dashboard
Option to view all workspaces from the dashboard.
An option that will allow the user to view all of his workspace from the dashboard.
6 votes -
resend sent documents via API
resend sent documents via API / For example, let's say the document is sent for signature and one of the signers deletes the email, how can I have that email sent again?
3 votes -
Catalog List-View
It would be amazing if you could see all catalog items in a spreadsheet view. Would make it way easier for maintenance! Having to export and re-import the csv files is the worst :(
1 vote -
ability to use the full content of the template from the template library
There is a template from the template library: https://www.pandadoc.com/freelance-video-editing-contract-template/
The client wants to have all the content that have the example of their template when they use it
1 vote -
Improve auto save feature
A customer observed that PandaDoc auto-saves only when a new area of the document is selected. It would be helpful to have auto-save after (nearly) every keystroke, similar to GoogleDocs.
8 votes -
Option to resize logo
An ability to resize logo for the recipient's view
9 votes -
Ability to adjust filter window size in the Reporting feature
I can see where to filter by templates, but the list is truncated so that I can't see all of the templates at once
1 vote -
Add tick boxes (checkboxes) on ipad / mobile
At the moment there is no way to add tick boxes on the iPad version of PandaDocs. I appreciate that this is a toned down version of the full panda docs, but this is a really crucial thing and shouldn’t be difficult to implement.
1 vote -
Salesforce: Release notes for recent changes
do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
: but it stopped a while back, it would be great if they started publishing that again1 vote -
continue approving document when there are suggestions made, keep it in suggestion mode
continue approving document when there are suggestions made, keep it in suggestion mode
2 votes -
Add a verbiage that the second page is the continuation of the same pricing table
if a pricing table doesn't fit in 1 page and continues on the next (a pdf break appears), we need to be able to add a verbiage that the second page is the continuation of the same pricing table
2 votes
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