7633 results found

1. 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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2. Pass cost with Hubspot product mapping
   2 votes

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

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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4. [HubSpot CRM] Searchable and selectable tokens on the PandaDoc side

   An option to search and select tokens from HubSpot CRM on the PandaDoc side

   3 votes

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   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Early Access  ·  Victoria Solovey responded

   Hi,

   Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, please reach out to victoria.solovey@pandadoc.com

5. Create another Role like the Manager without the ability to add new users.

   We need users to be able to look at all docs. within the workspace, but we need governance around new users.

   1 vote

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   0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:

   Adding Custom Account Roles

6. 'decline services' zero out the total in the whole price table

   able to have a line item in a price table section such as 'decline services' zero out the total in the whole price table.

   2 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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7. legal validity of the documents generated / sigend through Pandadoc in Columbia

   Legal validity of the documents generated / sigend through Pandadoc in Columbia

   3 votes

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   0 comments  ·  Localization  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

8. Move document in Draft to a specific folder

   Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.

   3 votes

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

9. Version history - export/download templates / Ability to print changed versions within PandaDoc UI

   version history ability to print changed versions within PandaDoc UI
   Provided workaround to print from webpage and change the size of the document.

   7 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

10. Notion

    Notion integration

    8 votes

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

11. Auto-rename document logic / Rename Forms after completion

    Once a document has been completed by a customer if it is possible for that document to automatically have a name change

    17 votes

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    3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

12. Create a document with a filled signature field via API: pre-sign a document/template via api
    5 votes

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

13. Editing signing order from the Send document window

    The option to edit signing order from the Send document window.

    6 votes

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    3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

14. Ability to set a limit for the number of files being uploaded via the document creation.

    Ability to set a limit for the number of files being uploaded via the document creation.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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15. Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)

    Would like to have a report to pull CRM created docs vs. PD created docs by user
    Request rooted from QBR

    16 votes

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    1 comment  ·  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. Forms info transfer into a contract: Update a contact with form responses

    Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info

    6 votes

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    2 comments  ·  Automations  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

17. Option to show the paid amount on the completed document

    • On the PDf of the completed document the paid amount will show up.
    1 vote

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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18. Ruby SDK

    Official Ruby SDK for PandaDoc

    1 vote

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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19. Ability to leave comments on a document and respond to comments via API
    1 vote

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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20. Option to view details of when emails was sent with copies of fully signed documents (Audit Trail)

    Option to view details of when emails was sent with copies of fully signed documents

    • Will allow the user to view the details of when emails was sent with copies of fully signed documents on the Audit trail.
    1 vote

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    0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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