6542 results found
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Approval flow for clients
Often a client needs to approve a document before it can be sent to their boss (the person signing on behalf of the company).
The "document forwarding & signature forwarding" options are not only very confusing to a lot of clients but also confusing for internal approval flows (i.e. there is a signer appointed to a document that is not eligible to sign on behalf of the company).
3 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?
4 votes -
modify the document sent message view
If we send a document to our customer the email contains a link to the document only. We want the mail to include the document itself as well as an attachment in pdf form.
2 votes -
Update Contacts via mobile app
Ability to update the contacts list via mobile application!
2 votes -
contract risk analysis using AI
contract risk analysis using AI
2 votes -
Set default country details in Stripe
We are currently using PandaDoc to accept credit card payments via the 'Payment Block' synced to Stripe. We are able to set the default currency, but haven't been able to set the default country details.
6 votes -
Centralized variable management
What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
How cool would it be if there would be a central page in settings called "Variables" where
You can create variables with set content.
reuse these variables across all your docs.
A variable could also be an image or a piece of content library contentIt is a simple yet efficient idea that would make our lives a lot easier.
6 votes -
1 vote
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1 vote
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Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)
Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)
22 votes -
Include or exclude content depending upon SFDC fields
Ability to pull language in and keep language out depending on how certain fields in Salesforce are populated.
1 vote -
1 vote
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Delete All Variables in Document
Want to delete all instances of a variable in 1 click instead of removing them all manually.
1 vote -
Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).
Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).
1 vote -
Add the ability to make a field read only
Add the ability to make a field read only
7 votes -
Image Editing Capabilities (crop, rotate, flip etc)
Edit images in library (i.e. crop, rotate, color etc.)
125 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Select a template automatically salesforce
Choose the PandaDoc template automatically based on salesforce field value or salesforce product
13 votes -
Payment reminders
Possibility to send a payment reminder to the recipients in Editor 2.0
136 votesHi there!
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
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Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.
Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.
18 votes -
1 vote
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