5967 results found
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Balance payment request
When a % payment is setup, create a way to request the balance after a period of time. The balance request should have the option to be triggered after a certain amount of time or requested manually. It should also allow to turn on the scheduled request at some point after the doc was signed. Nor example, I require a 50% deposit and the balance due net 30 when shipped. I need to be able to go back in and set up the thirty days when the item is shipped.
2 votes -
Ability to work with eForms using the mobile app.
Ability to work with eForms using the mobile app.
2 votes -
Option to rotate pages of a document
The option to rotate pages.
108 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Reminder Tab in left-side navigation menu
Nearly every feature on PandaDoc is conveniently available from most context menus in the documents tab except for the function to send a reminder which requires you to go through several tabs inside the document to reach. It would save me a lot of time and help me avoid double-sending reminders if it was easier to reach.
2 votes -
report how many documents created by week
How many documents were created by week - get a report of this.
2 votes -
Allow for multiple images to be added to an image library
Allow for multiple images to be added to an image gallery like Squarespace where you can format select multiple formatting types. This will keep images spaced equally.
5 votes -
JIRA
Jira integration
5 votes -
Ability to edit drop down options in a template
You should have the ability to edit existing text in a drop down menu options of a template. I duplicated a template and have basic edits on dates/information but the bulk of the text will be remaining the same. The current capabilities allow me to add or remove new options but if I want to edit the text of an existing option, I need to retype out the entire text. This seems like a simple fix and would greatly improve the efficiency of creating templates with minor variable differences.
1 vote -
Tie Approvals to Content Library Items
I would like the option for a particular content library item to require approval on the documents where it is placed. My firm could use this with our Bio page library items, so for example if Joe Smith's bio gets added to a document, Joe Smith's approval becomes part of the workflow. I would imagine this functionality could have many other use cases.
5 votes -
Make Start - Next - Finish navigation buttons work better with multiple fields
Can you modify the navigation to work better in documents with lots of optional fields?
1 vote -
Pull Content Library Item to Document via Zpier
Well I'm using zapier to connect various system.. And I have made a new template and saw that you have launch part #1 of smart content.. Where you can pre-define a content library to a "block" in the contract.
1 vote -
1 vote
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Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).
Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).
11 votes -
Personal notifications on the template/form level
manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level
3 votes -
Change the title of the button “open the document”
Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)
14 votes -
Add a special icon for the collaborators in the "team" section.
Add a special icon next to the rows, tweak the "Collaborator" tooltip to "Can edit, view, and comment only on specific documents shared with them."
1 vote -
Change the email and its body for the notifications sent once the collaborator is added to the account.
Change the email and its body for the notifications sent once the collaborator is added to the account, so it looks different and doesn't stress out the customer.
1 vote -
Schedule Sending documents
Ability to schedule when to send a document
291 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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send the document to recipients first before sending for approval
send the document to recipients first before sending for approval
4 votes -
Section Totals (per Section) (SUM)
When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.
8 votes
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