7636 results found
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1 vote
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Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity
Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity becomes irrelevant on the stage where the client has already agreed to sign the Contract.
1 vote -
Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents.
Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.
16 votes -
Smart content: list of variables
If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.
5 votes -
Ability to add payment processing fees
Allow to add payment fees to the payment integration, for example 2% for card payments
59 votesHi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:
- Add and set up quote builder: Discounts, taxes, and fees
- Pricing table. One-time and recurring fees
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Have SKU under description in pricing table
Be able to have SKU under the description of products rather in a separate column in a pricing table.
2 votes -
multiple approvers in same approval group
We would like to specify "at least two members of an approver group" approve a document in the workflow (e.g., we have 4-5 trusted reviewers, we would like two to say yes vs. one). Right now, we have the same group created twice, but there's nothing stopping the same someone from approving twice.
7 votes -
Upload CSV/Excel/XLSX as editable content in PandaDoc
upload csv/excel as an editable content
74 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Settings to turn on/off support chat icon
The ability to turn off or on the support chat window. We can also place it where it won't affect the user when using PandaDoc.
1 vote -
Form-Secondary-Recipient's Email Notification
If the Form Primary Recipient's email already exists under the workspace contact list, the name of the Form Owner is used to send an email to the Secondary recipient inviting them to sign the document. Instead, the system should always use the name of the Primary Recipient.
4 votes -
Ability to disable SSO for certain workspaces within a single PandaDoc organization.
Ability to disable SSO for certain workspaces within a single PandaDoc organization.
2 votes -
6 votes
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Have document separated in pages by default
Option to create documents in page layout view instead of one long doc: Pandadoc seems to favour creating one long doc, like a webpage - I know you can add page breaks but it would be good to just have the option to work in a page layout view, like you would in google docs or something - the 'add page break' feature is a bit annoying, if I only intend to create a proposal or contract as a PDF, why not let me design it as such with pre-payout out pages.
Thanks
4 votes -
Option for column totals in the pricing table
Option for column totals in the pricing table
19 votes -
Expanded Approval Workflow: approvers can see their own documents only.
Ability to set up approval workflow with a user who cannot see others' documents. Custom settings to only see others documents that they are an approver for.
2 votes -
upload documents in base64 via the API
To be able to upload documents in base64 via the API.
2 votes -
Expiration date for published forms
Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)
16 votes -
permission to access reporting
permission to access reporting for Member role
2 votes -
bundling approval workflow
Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--
8 votes -
Ability to write and read a message in the chat box on a document through the api
Ability to write and read a message in the chat box on a document through the api
2 votes
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