5395 results found
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Linking the contact role in D365 to the role on the template
Linking the contact role in D365 to the role on the template
1 voteValeryia Baranava responded
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1 vote
Valeryia Baranava responded
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Pricing table: quantity as variable
Allow to map quantity of items to certain variables
8 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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Collect files field: add download button in preview
At the moment when an image is uploaded via the collect files field and then the image is clicked from inside of the document, the image is just opened in new tab and it is hard for a user to find a way to download it (they have to use the browser's option, right-click on the image and select "Save image as"). The feature request is to add the download button in the file preview to make the process easier and more clear
6 votes -
Auto-reminders per recipient
Be able to set up auto-reminders per signer, not only per document
24 votes -
12 votes
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Quickbooks ACH
Be able to use ACH payments with Quickbooks payment gateway
133 votesWe wanted to share an update regarding this 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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Allow to copy multiple columns and rows into a Pricing Table
It would be very helpful if it was possible to copy multiple lines of content into a pricing table at the same time, as it is possible in Word or Excel. At the moment, we have to copy one cell after another which is very time-consuming.
7 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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MS Dynamics GP
I want to integrate with MS Dynamics GP
2 votesValeryia Baranava responded
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16 votes
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Text around fields format to match the length of the info entered
a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.
23 votes -
2 votes
Valeryia Baranava responded
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[Approvals]: Make approvers user based [WORKAROUND PROVIDED]
- set approvers for groups of users within PandaDoc
- user-related not template related
73 votesWe wanted to share an update regarding this 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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Allow fields to be pre-filled and not assigned
Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.
7 votes -
Set optional items as required in pricing table (Assign a pricing table to recipient)
Make the optional items in pricing table required for the customer to choose.
75 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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View of pandadoc document on website for mobile device words are garbled
When viewing a pandadoc on a mobile device (not through the pandadoc application) the words of a document become garbled. (coding for mobile web is not user friendly)
2 votesValeryia Baranava responded
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2 votes
Valeryia Baranava responded
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UX not user friendly
PD was not user friendly enough for them.
3 votes -
Set Roles for templates on the account level
Global Settings: the same Roles for all templates to be created
6 votes -
Dashboard information for Recipient/Approvers should be changed to full name instead of Initials
Dashboard information for Recipient/Approvers should be changed to full name instead of Initials
4 votes
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