5401 results found
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Delete the catalog in one click
Option to empty the catalog, i.e. delete items and folders in one click without having to select them one by one
8 votesValeryia Baranava responded
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Automatically replace the content of a document with the file attached via manual "Change status" window
At the moment when you change the status of a document manually, there's an option to upload a file to the manual status change email notifications which are sent to recipients. The feature request is to replace the documentn's content with the file you've uploaded
7 votes -
2 votes
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Ability to add a user to view a workspace for just a limited amount of time
Ability to add a user to view a workspace for just a limited amount of time
2 votes -
To pull in a CRM field value as document value: populate Document Value from CRM integration
Make Document.Value to populate from integration/API directly.
5 votes -
Use your bank for ACH
Is there a way to accept ACH payments using our bank via PandaDoc? I don't want to use stripe
4 votes -
Data storage in Australia
Australian server/host location
12 votes -
Waiting For Signature notification
alert the creator of a document that it is still waiting for a signature after like 48 hours
2 votes -
customize payment gateway payment page
Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.
31 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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Disable chat option
ability to disable chat option in a document
57 votesHi there. 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! -
Expiration date for each signer
The customer would like to have an expiration date separate for each signer. For example, if the first signer has to sign within a week because of company policy, and then there would be a second expiration date for the second signer.
13 votes -
multiple payers can pay specified amount on one document
The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document
7 votes -
Bulk/multiple approval of documents
To be able to approve multiple documents that were generated via bulk send feature.
6 votes -
Set default country details in Stripe
We are currently using PandaDoc to accept credit card payments via the 'Payment Block' synced to Stripe. We are able to set the default currency, but haven't been able to set the default country details.
7 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Centralized variable management
What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
How cool would it be if there would be a central page in settings called "Variables" where
You can create variables with set content.
reuse these variables across all your docs.
A variable could also be an image or a piece of content library contentIt is a simple yet efficient idea that would make our lives a lot easier.
7 votes -
Ability to See Attachments on Mobile App - Ios
Attachments should be supported when viewing or signing on mobile app.
15 votes -
Adjust / reduce the spacing (move closer) between two blocks
Ability to adjust the spacing between bullets and text
20 votes -
Saved Message Folder
I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.
4 votes -
default page size on the workspace level
Default page size for all new documents/templates to be set on a workspace level
5 votes -
private dashboard of docs that contained financial info
A private dashboard of docs that contained financial info so other users cannot see unless invited
8 votes
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