5967 results found
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Search by tags via search bar exactly
Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)
8 votes -
Mobile preview: Ability to preview documents how they would look on mobile
It would be very convenient if there was a possibility to see how the document would look on mobile Public View.
Sometimes the web version can differ from the mobile one so in order to check it, currently, users need to send it to themselves. Perhaps, something like Chrome Dev Tool( where you can see how the page adjusts to the screen size) might work9 votes -
Tax Update
Hello,
One of new updates was in regard to the tax section located on our purchase agreements.
We noticed that now instead of updating the tax rates on the side column like in the classic editor version.The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.
Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?
5 votes -
2 votes
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CompanyCam
We would love to be able to pull images right out of CompanyCam and add into our proposal!
6 votes -
1 vote
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1 vote
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Delete the catalog in one click
Option to empty the catalog, i.e. delete items and folders in one click without having to select them one by one
8 votes -
Automatically replace the content of a document with the file attached via manual "Change status" window
At the moment when you change the status of a document manually, there's an option to upload a file to the manual status change email notifications which are sent to recipients. The feature request is to replace the documentn's content with the file you've uploaded
7 votes -
2 votes
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Ability to set a sender name with only the first name.
Ability to set a sender name with only the first name.
1 vote -
Ability to add a user to view a workspace for just a limited amount of time
Ability to add a user to view a workspace for just a limited amount of time
2 votes -
To pull in a CRM field value as document value: populate Document Value from CRM integration
Make Document.Value to populate from integration/API directly.
5 votes -
auto-populate IP of the users
Is there a way to have a box for customer to click and it auto imports their IP address?
2 votes -
Use your bank for ACH
Is there a way to accept ACH payments using our bank via PandaDoc? I don't want to use stripe
4 votes -
Data storage in Australia
Australian server/host location
12 votes -
Waiting For Signature notification
alert the creator of a document that it is still waiting for a signature after like 48 hours
2 votes -
2 votes
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customize payment gateway payment page
Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.
31 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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Disable chat option
ability to disable chat option in a document
57 votesHi there. 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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