7636 results found
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When adding documents to a pricing table from the product catalog, move 'Categories' sections to the same page as the list of products, not
When adding documents to a pricing table from the product catalog, move 'Categories' sections to the same page as the list of products, not to the separate section, so there's no need to open it each time.
1 vote -
Upload fields not publicly available
Hi there,
I was quite shocked when I recently discovered that upload fields upload the document to a publicly available link.
I don't feel this is very secure. Could you add a setting to require sign on in order to see the file? or a password?
1 vote -
Set a Saved Message on the template level
Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message
50 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Change the default screen for creating a document: Make My templates a default page when creating documents
Be able to set the preferred screen for when you go to create a document. Instead of the Quick Access tab, would like to be able to set the default to seeing My templates when creating a document and set this for a workspace. See images for reference:
2 votes -
Preset a telephone national prefix code by default in the recipient verification
Add the possibility to preset a telephone national prefix code by default (working in Italy we almost always use +39 and it is inconvenient to have to enter it every time in the Recipient setting, for the recipient verification and in the customer card), with the possibility of changing it directly on the document if necessary.
2 votes -
Include all users in the Leaderboard
Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.
2 votes -
3 votes
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Personal History of Changes: Undo previous actions within account / workspace
track my own history and undo previous changes
2 votes -
1 vote
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Smart Content to work with uploaded pages
Smart Content to work with uploaded pages
8 votes -
Title to appear twice inside the document automatically without adding another variable
Title to appear twice inside the document automatically without adding another variable
1 vote -
Within the square online store have Pandadoc Esignature documents required for signature at checkout
Ability to use PandaDoc in square online store.
1 vote -
5 votes
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Option to retain the values / info on fields once it is duplicated.
Option to retain the info on fields once the document duplicated..
- Will retain the value / info on fields when document is duplicated.
5 votes -
Receive a copy of email sent to client
The ability to see the initial email sent to recipients with custom messages.
2 votes -
Ability to set custom payment amount to PandaDoc Documents
Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.
We can set custom payment to document from PandaDoc site but not through public API.
15 votes -
Specify how the payment is made (ACH, Card)
Specify how the payment is made (ACH, Card)
6 votes -
Renewal Reminders to various recipients
A feature to reminder for renewals to various recipients will be great!
6 votes -
Place a page break inside a text block
Allow a user to customize or cut a whole text block on desired segments.
27 votes -
Reporting: Time a document is waiting to be approved when sent to approver
time to approve success metric
42 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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