7269 results found
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Have document separated in pages by default
Option to create documents in page layout view instead of one long doc: Pandadoc seems to favour creating one long doc, like a webpage - I know you can add page breaks but it would be good to just have the option to work in a page layout view, like you would in google docs or something - the 'add page break' feature is a bit annoying, if I only intend to create a proposal or contract as a PDF, why not let me design it as such with pre-payout out pages.
Thanks
4 votes -
Option for column totals in the pricing table
Option for column totals in the pricing table
19 votes -
Expanded Approval Workflow: approvers can see their own documents only.
Ability to set up approval workflow with a user who cannot see others' documents. Custom settings to only see others documents that they are an approver for.
2 votes -
upload documents in base64 via the API
To be able to upload documents in base64 via the API.
2 votes -
permission to access reporting
permission to access reporting for Member role
2 votes -
Option to sync Hubspot Deal amount to Document value without the use of pricing table
Option to sync Deal amount to Document value with out the use of pricing table
5 votes -
Ability to write and read a message in the chat box on a document through the api
Ability to write and read a message in the chat box on a document through the api
2 votes -
Add spacing between header area and content.
On page breaks, content moved to next page is too close to the header looking terrible.
10 votes -
Ability to add payment processing fees
Allow to add payment fees to the payment integration, for example 2% for card payments
57 votesHi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:
- Add and set up quote builder: Discounts, taxes, and fees
- Pricing table. One-time and recurring fees
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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The ability to change reminder settings in bulk for a large number of sent documents.
For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?
8 votes -
Created by in salesforce should be the document creator
when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration
7 votes -
Upload CSV/Excel/XLSX as editable content in PandaDoc
upload csv/excel as an editable content
72 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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3 votes
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Organization Variables for Zendesk
Have variables set up at the Organization level, not just the User and ticket level.
2 votes -
Multi-year template available in the public template gallery
multi-year template should be added in template gallery
2 votes -
5 votes
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Prepopulate phone number in recipient verification
prepopulate phone number in recipient verification
5 votes -
Add Tax field to Zapier 'Create Document in PandaDoc' action
The 'Create Document in PandaDoc' action in Zapier doesn't include the Tax field in the pricing table section.
This means we can't include tax on our quotes.
It includes all the other important fields, so it would be great if this one could be added.
7 votes -
Option to change the document owner once a document is generated from CRM
Option to change the document owner once a document is generated from CRM.
- Will allow the creator of the account to choose the owner of the document once creted from CRM
5 votes -
BRING using PRE-ASSIGNED ROLES as PLACEHOLDERs for documents BACK--recent change to this is horrible!
Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.
New change is HORRIBLE!!
9 votes
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