7423 results found
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multiple payers can pay specified amount on one document
The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document
7 votes -
Set default country details in Stripe
We are currently using PandaDoc to accept credit card payments via the 'Payment Block' synced to Stripe. We are able to set the default currency, but haven't been able to set the default country details.
7 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Saved Message Folder
I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.
4 votes -
default page size on the workspace level
Default page size for all new documents/templates to be set on a workspace level
5 votes -
private dashboard of docs that contained financial info
A private dashboard of docs that contained financial info so other users cannot see unless invited
8 votes -
Send documents with unassigned fields: No need to assign fields
to be able to send the document even with unassigned fields.
68 votesWe appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!
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Validation on 'Create Document' button on Salesforce
Need a way to have validation to prevent the "Create Document" button being clicked on Salesforce only until a text/picklist/checkbox field is "Approved" OR Ticked.
This is to prevent Sales Reps from creating documents until they finish up the pre-requisite process in Salesforce
3 votes -
2 votes
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3 votes
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use variables from other objects in salesforce without needing look up fields
use variables from other objects in salesforce by default without needing look up fields
1 vote -
Add die cut lines for printing
Add a die-cut lines around the outside, quarter of an inch for printing
1 vote -
1 vote
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Subsection in the pricing table
Subsection in the pricing table
1 vote -
1 vote
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1 vote
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Option to disable change status of documents for non admins roles
Option to disable change status of documents for non admins roles
- will allow the Admin [Owner] to disable the feature from non-Admin user role.
2 votes -
Do not send a form to the first recipient unless it is signed by all the recipients
Do not send a form to the first recipient unless it is signed by all the recipients
1 vote -
1 vote
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1 vote
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customize payment gateway payment page
Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.
30 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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