7365 results found
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Attachment on email body: use attachments in saved messages
Can I add an attachment to that message while in the PandaDocs environment?
(email body before sending document via email)
4 votes -
Use custom fields from Sugar CRM in merge rules
Option to use custom field from Sugar CRM in the merge rules
1 vote -
Option to hide / archive Content library items on the content library panel
Will allow the user to hide archive or old items showing on the content library panel on the right hand side on document / template level.
1 vote -
See how long people spend looking at each page of a template, at the template level
Latest activity in template level
- will allow user's to view how long a user stayed in a page
2 votes -
Notification when you close to the volume limit
Option to receive a notification when you are close to your volume limit (documents/forms/bulk send etc).
1 vote -
zoom functionality to the embedded iframe
- Will allow the user to use zoom functions in embedded IFrame
1 vote -
Mobile Signing- React to finger signature without having to zoom in
Current problem: When signing a contract from your mobile device, it can sometimes be very difficult to use the finger to click on the initial field or the signature fields and get it to react.
Current workaround: Zooming in on the document so that the field becomes bigger and then it reacts.
Suggested change: Format mobile site to provide reaction to using your finger to sign without having to zoom in.
2 votes -
Send Signature certificate along with the completed document notification
Option to automate the process of recieving signature certificate after the document is signed.
3 votes -
Product category in pricing table SFDC
I want to have the possibility that PandaDoc recognizes when a section in a pricing table is empty and thereby not show that specific section.
Here an example, as you can see the section 'Tijdelijke bruikleen' is empty and I want PandaDoc to recognize this and not show the section.
1 vote -
1 vote
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Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity
Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity becomes irrelevant on the stage where the client has already agreed to sign the Contract.
1 vote -
Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page
Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page
Ability to enable a limitation that won't allow creating pages longer than they'll be displayed within the PDF version of the same document.
162 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Smart content: list of variables
If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.
5 votes -
Ability to add payment processing fees
Allow to add payment fees to the payment integration, for example 2% for card payments
59 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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Have SKU under description in pricing table
Be able to have SKU under the description of products rather in a separate column in a pricing table.
2 votes -
multiple approvers in same approval group
We would like to specify "at least two members of an approver group" approve a document in the workflow (e.g., we have 4-5 trusted reviewers, we would like two to say yes vs. one). Right now, we have the same group created twice, but there's nothing stopping the same someone from approving twice.
7 votes -
Settings to turn on/off support chat icon
The ability to turn off or on the support chat window. We can also place it where it won't affect the user when using PandaDoc.
1 vote -
Form-Secondary-Recipient's Email Notification
If the Form Primary Recipient's email already exists under the workspace contact list, the name of the Form Owner is used to send an email to the Secondary recipient inviting them to sign the document. Instead, the system should always use the name of the Primary Recipient.
4 votes -
Ability to disable SSO for certain workspaces within a single PandaDoc organization.
Ability to disable SSO for certain workspaces within a single PandaDoc organization.
2 votes -
6 votes
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