7266 results found
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Cover Page Width
A way to adjust the Cover Page Width to be the same size as all documents
2 votes -
Profit Margin in Reporting
Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.
6 votes -
HIPAA compliant sign in for website (alternative to Forms)
I need a HIPAA compliant online form that I can make in PandaDoc and embed into my website so patients can sign in. I can embed the forms I created but the form has an extra step that collects name and email address to view the document. This makes things very redundent
1 vote -
1 vote
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Limit rights for collaborators
Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only
3 votes -
Set the recurring payment to stop after certain period or number of iterations.
Option to collect payment on the payment gateway
- will allow the user to view or collect payment within the document
3 votes -
Ability to see Bulk Send results in Reporting / Data Analytics
Ability to have Bulk send analytics results.
4 votes -
Quickbooks Integration: 2 Way Sync
Option to have Quickbooks as Intergation.
Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.
13 votes -
Ability to update 'grand_total" using API.
It would be helpful to have the ability to update 'grand_total" in a document using API
2 votes -
Show merge rules for Quote builder in Editor
I want to be able to see which merge rules are applied to the Quote builder without checking them in the settings
1 vote -
Quote builder: show before and after discount pricing for a line item
I was just wondering if when adding a discount to individual items from the catalogue if I can choose to show the price before the discount and the price after the discount? In the same way that when choosing a total discount for everything you can select to show a before and after discount amount.
1 vote -
1 vote
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Ability for recipient to circle text, like radio buttons (type of a field)
Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.
5 votes -
14 votes
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[QuoteBuilder <> Stripe] create items with recurring charges that will automatically stop.
To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
For example, a product item with a recurring charge 10 USD/month for half a year.
After 6th collection - it automatically stops.2 votes -
Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.
Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.
4 votes -
Ability to import information from Excel to pricing tables
Ability to import information from Excel to pricing tables
16 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- Copy Office Suite / Google Workspace / HTML tables into PandaDoc
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Set Document Value thru API
It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
{
...
document_value: 123456,
...
}18 votes -
access emails history sent by pandadoc upon sending documents
history of emails sent with email body text
15 votes -
Generate report on the time of document signing
Ability to generate a report on the time when the document was signed
2 votes
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