7271 results found
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add collaborator through API while creating a document
add collaborator through API while creating a document
11 votes -
Use text values in pricing column: add text to the price column in the pricing table
add text to the price column in the pricing table like: To be determined instead of the price
6 votes -
2 votes
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PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.3 votes -
5 votes
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1 vote
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pull the variables from various boards / objects and use them across the PandaDoc document
pull the variables from various boards and use them across the PandaDoc document
3 votes -
5 votes
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Random proposal numbers: option to set document sequence numbers to be randomly generated rather than follow the sequence order.
Option to set document sequence numbers to be randomly generated rather than follow the sequence order.
4 votes -
Rounded pricing table design and not just plain box
customer wants rounded table design and not just plain box
4 votes -
Ability to use different PayPal accounts within one PandaDoc workspace.
Ability to use different PayPal accounts for different templates within one PandaDoc account.
5 votes -
Customize who receives email notifications
As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.
76 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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3 votes
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Ability to automatically pause a subscription
Allow the option to pause an account automatically for a set period of time, such as a seasonal hold.
3 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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Set a default date for the Date field
Be able to set a default date on the date field, i.e. the birthdate year will most likely be in the 1980's. Set it as such so it doesn't default to 2022.
4 votes -
Include a Version Number in the Document Sequence Number
Regularly we have to update a proposal to a customer who requested a change. The changed document does not reflect it is a new version to the customer. Expand the ability of versioning to include a manual full version change from 1 to 2, 2 to 3. Then include this in the Document Sequence number as v1, v2, v3. This will provide a very clear indication of a version change to the document
5 votes -
Reporting: Time a document is waiting to be approved when sent to approver
time to approve success metric
39 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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hide certain users from the list of users in a workspace
Can we hide anyone without a “@companydomain.com” email address from the list of users within a workspace?
1 vote -
Public templates: manufacturing agreement
Can you create a template for the manufacturing agreement?
1 vote -
Keep records of old user licenses
Be able to disable a user account, but still see a record of all past users and see the history of their documents.
1 vote
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