7296 results found
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Support Klarna as a Payment Method via Stripe
Ability to use Klarna as a payment method via Stripe-connected accounts.
3 votes -
Categorize / Group PandaDoc contacts
Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.
35 votes -
Option to change the font size for fields under the Design tab
Option to change the font size of fields at once using the Design feature rather than doing it one field at a time in the template/document.
4 votes -
Remove content library suggestion when adding a blank page
Remove content library suggestion when adding a blank page to a template
2 votes -
Bi-weekly billing period option for recurring products
Bi-weekly billing period option for recurring products
6 votes -
Ability to Share Templates to PandaDoc Users not part of the Workspace
Have the ability to share the templates with other PandaDoc users who are not part of your Workspace.
2 votes -
Pricing table/Quote builder: Populate the name of the product selected by the recipient into a variable
Wanting the name of the product chosen to populate as a variable - This is critical for us as we use sections in quotes to allow us to offer different subscription bundles with add ons at different discounts. Using customized selections for sections in the quote table they are able to do this, but then in the Terms of Service/Agreement Details, I need to populate the name of their selection. We can currently use a variable to show the total based on their selection but we need to show the name too.
5 votes -
[Quote Builder]: Summary of all Quote builders
Have 1 quote builder per page then the final page has the summary quote of all of them
5 votes -
Allow the approvers to initial/sign at the approval stage
Allow the approvers to initial/sign at the approval stage.
2 votes -
Ability to Manually Prompt Field Recognition
Ability to prompt field tag recognition to documents imported in bulk.
2 votes -
Ability to automatically select the value from the dropdown field based on a conditional rule
Ability to automatically select the value from the dropdown field based on a conditional rule.
2 votes -
Microsoft Dynamics: Document Status History Reflected in Notes with Links
Enable automation that records PandaDoc document status changes in MS Dynamics Notes section. Each update would include a clickable link to the document. This differs from the current functionality that only attaches PDFs of completed documents.
Key benefits:
- Creates a complete audit trail of document status changes (draft, sent, viewed, signed, completed)
- Allows users to monitor document progress without leaving Dynamics
- Provides easy access to documents at any stage with a single click
- Maintains a comprehensive record of document lifecycle activities in your CRMWhile this request focuses on MS Dynamics, similar functionality would be valuable…
1 vote -
Web-based SAML app in Google's catalog with auto-provisioning features.
hello there! So, we've noticed that Google Workspace supports auto provisioning through SCIM only for a subset or third parties that have apps listed on their catalog. They do not support any custom SCIM integration. We have noticed that PandaDoc has an app listed in their catalog, but for Android. Are there any plans at PandaDoc to publicize a web based SAML app in Google's catalog with auto provisioning features? If so, could we get a rough estimate so we can circle back when it's ready and redo the SSO integration with batteries included?
2 votes -
2 votes
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[Mobile app] In-app/push notifications
In-app/push notifications, for example, when the client opens a document/completes a document
2 votes -
Option to have in-person signing only
We are only needing 1 template to be limited to in-person signing, wanting to block sending this document via email.
2 votes -
Disabling the approval if the Approver is OOO
Ability to set up Approval by working hours of the approver (so that if they are ooo - the approval is not required)
2 votes -
Xactimate
Xactimate direct integration with PandaDoc
2 votes -
2 votes
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Option to change payment reminder wording
The reminder email does not allow us to change the wording of it. We also change not specify what time of day it will go out. We need more customization. The wording is too aggressive.
1 vote
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