6452 results found
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26 votes
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Document rejected notifications *sent to a document approver / rejected docs and notes to them visible in one place
Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well
4 votes -
pre assign person email in roles in content library items
pre assign person in roles in library item
4 votes -
Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.
Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.
1 vote -
.doc warning
If a customer attempts to upload a .doc file (old Microsoft word), give a warning that it is not compatible, and to use .docx instead
1 vote -
Switch Workspaces in Salesforce
Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF
28 votes -
Pandadoc document value in Pipedrive panel
Show Pandadoc document value in Pipedrive panel
1 vote -
Do you interface with BotDoc.io?
Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.
1 vote -
1 vote
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Additional option for Expiration frequencies: send the document weekly and then monthly
Flexibility on expiration date settings for South American clients
(i.e send the document weekly and then monthly)1 vote -
Cybersource
Add Cybersource as payment integration
2 votes -
salesforce - pandadoc logs
Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?
3 votes -
Flexible pricing table images: adding directly to the pricing table
More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns
38 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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drag and drop series of checkboxes
drag and drop series of checkboxes
3 votes -
HubSpot form to download a PandaDoc to see readership statistics
Offer a HubSpot form to download a PandaDoc so we can see readership statistics? How do we set this up?
1 vote -
1 vote
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Use Two Different Cards on same document with Authorize.net
Split payment amounts between two different cards on a single document
1 vote -
Compile documents of merged HubSpot objects
When merging two HubSpot objects (B to A), the PandaDoc Document links are lost and never merged into object A.
3 votes -
Proposals that can convert to Contracts
It's very unfortunate that there is no simple way to create a proposal, share it with a client, edit it, and then pull it into a contract. I've been given two "workarounds" but document software like this shouldn't need a workaround, it should be a major component of the product offering.
2 votes -
Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).
Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).
2 votes
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