7447 results found
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ability to sign for a user and break in when a document/ signature is forwarded
ability to sign for a user and break in when a document/ signature is forwarded to another recipient
1 vote -
GET Documents by Sequence Number
Currently in Zapier and in the API documentation it says you can find documents via Sequence Numbers, but this is not the case. It would be incredibly useful to GET documents via API with a unique identifier such as Sequence Numbers. This way we can make a connection between Apps to find PandaDoc documents and associate them to other apps via automations.
3 votes -
Ability to change the red color of the 'Signer' next to the recipient email in the recipient list.
When a signer is assigned fields in a document, in the recipients list that recipient changes from the grey 'CC' to a red 'Signer'. Looking for the ability to change the color and use multiple colors there.
4 votes -
Mollie / Stripe with iDeal
Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!
14 votes -
Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)
The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?
17 votes -
Fix content library text field alignments when used in documents.
The alignment is way off. I had to move the text fields in the content template to make it line up properly on the document itself. I had to create and delete and test over and over just to make sure it matched properly for my co workers to use without an issue later.
1 vote -
Ability to select multiple pricing tables in zapier.
Ability to select multiple pricing tables in zapier.
5 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well.
While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months.
Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Embed a Document View Session will work with react
Embed a Document View Session will work with react
1 vote -
Bulk download documents: Save folder structure
Option to download all documents by folders, so the zip file has the same folders (documents structure) as in the account.
1 vote -
Ability to add a multiplier and apply it to both product price and hidden cost.
Ability to add a multiplier and apply it to both product price and hidden cost.
5 votes -
Ability to arrange and set a header and a footer that will be applied for each newly created template.
Ability to arrange and set a header and a footer that will be applied for each newly created template.
8 votes -
Account Messaging / Notifications for Admins Only
Display account notifications ton account owners/admins only. Don't want end users seeing past due warnings, etc.
9 votes -
Keep the hyperlink image in exported PDF
Hyperlink image in PDF
The image with hyperlinks works in PandaDoc but it is not clickable in PDF.
1 vote -
Open the hyperlinks from PDF in the different tab
Open the hyperlinks from PDF in the different tab as for now if you click on the hyperlink, it opens in the same window and you need to click back in the browser to get back to the PDF.
1 vote -
Monthly Recurring Flexibility with One-Time or Non-Recurring Pricing Tables and Payment Integration
Ability to easily show MRC vs NRC products/services and then bill accordinly, i.e., 1st month payment maybe be MRC + NRC and then recurring payments monthly for 12/24/36 month contract.
1 vote -
Use pricing table merge rules with public API
I have the following template : https://app.pandadoc.com/a/#/templates/... , that is used to build document populated via make/integromat API. (picture 1). Many merging rules are set up ointo this pricing tab in order to place the items in the proper section. B ut when the document is created, none of these items are placed in the proper section. They all grouped under a no section (picture 1). I wonder what I'm doing wrong and what I sahould do to get this solved. Thanks
1 vote -
1 vote
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Do not split content for 2 pages in PDF if you have 1 page in PandaDoc doc
Content on one webpage is one page in the PDF file, it is not splitting for two or more pages
3 votes -
The ability to set up a maximum limit for discounts in the pricing table.
The ability to set up a maximum limit for discounts in the pricing table.
2 votes -
1 vote
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