7630 results found

1. Bundle document in Salesforce PandaDoc module

   Ability to click on the "+ Document" option in Salesforce's PD module

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   2 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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2. ability to show/hide one of the descriptions based on a language property in HubSpot

   ability to show/hide one of the descriptions based on a language property in HubSpot

   https://pandadoc.zendesk.com/agent/tickets/480858

   1 vote

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   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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3. Export document's recipient analytics
   12 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

4. 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)

   6 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

5. Stax

   Integration with Stax payment gateway

   7 votes

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

6. Option to filter documents without tags
   2 votes

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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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7. Allow collaborator's to add/create documents to a "shared with me" folder
   7 votes

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   1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

8. Ability to sort activity column to see "awaiting signatures"

   provide a way to SORT the activity column

   1 vote

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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9. Option to have documents downloaded to other sources
   1 vote

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. Partially enable approval order: so some approvers receive the document at the same time, and others after the document is sent
    1 vote

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    0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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11. Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt (account payments)

    Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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12. add shipping fees, packaging costs, rental fees, deposits, etc.

    add shipping fees, packaging costs, rental fees, deposits, etc.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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13. Ability to limit document creation for account users

    Ability to limit document creation for account users

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. Set up (separate) notifications via API

    Option to separate notifications via API. For example, send only PDF of the completed document to the recipient (and not send them "document was sent" notification)

    3 votes

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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15. Advanced search options/ Search within the Folder

    Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.

    36 votes

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    7 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. 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!

16. [In-person signing] turn off this option on the template/document level.
    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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17. Turn off by default the deleted documents in the reporting feature

    Turn off by default the deleted documents in the reporting feature
    ( Include deleted documents in figures)
    https://pandadoc.zendesk.com/agent/tickets/479117

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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18. Fix Bug: Number formatting wrong in PDF export

    When exporting a document as PDF the number format of the pricing table is changed to US number formatting even if the document uses a different number formatting (e.g. Germany).
    The PDF export, therefore, does not match the PandaDoc making it unable to create proper documents for markets outside of the US.
    Please fix this issue.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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19. Pass cost with Hubspot product mapping
    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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20. text fields included in Reporting
    2 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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