2929 results found
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[Word Export] Support numbered lists in DocX export
Support numbered lists in DocX export
3 votes -
Bulk Update Date Field Settings Across All Templates/documents
Ability to Bulk Update Date Field Settings Across All Templates/documents
2 votes -
Smart Forms: Restore Deleted Smart Forms
restore smart forms
2 votes -
Native Variables for Net Total and Tax Total Across All Pricing Tables
We need native system variables (similar to Document.Value) that automatically calculate the net total and tax total across all pricing tables in a document.
Business Case:
Currently, Document.Value provides the gross total across all tables, but there's no equivalent for net totals or tax totalsUsers with multiple pricing tables (one per page/product) need these calculations without manual formula setup
This would improve consistency and reduce setup complexity for multi-table documents
Net and tax totals are as fundamental as gross totals for business documentationCurrent Limitation:
While Document.Value sums gross totals across all pricing tables, users must manually create custom…1 voteHi. 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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Set specific time for auto reminder
Ability to set a specific time for auto reminder what we only have is days
3 votes -
Vertical alignment for text
Option to vertically align text
2 votes -
Search Bar to be in the Default Document View
Suggestion to make the search bar appear in the default view to avoid having to click search every time, just to then have to re-navigate to the search back to enter the search parameters. This would streamline the search process and save extra navigation steps.
2 votes -
AI to Suggest Content Library Items based Template selected
AI that helps suggest which Content from the CLI to use based on existing Templates/Documents
3 votes -
Subcharges for installment payments
When using Square or Stripe as payment methods, there should be an option to automatically pass credit card surcharges to customers at checkout. Currently, adding the surcharge manually in the pricing table does not work for installment payments.
2 votes -
Add non-roman characters
Can non-Roman characters be added to the editor and to the recipient language?
2 votes -
Ability to change the default "Sort by" option for product catalog when adding products to QB block
Ability to change the default "Sort by" option for product catalog when adding products to QB block (for now Last modified is always set as default).
2 votes -
Add headers in certain pages
is there a way to have headers on only certian pages
3 votes -
Form attachments hover and open instead of downloading
When a form is received and the uploaded data is in Excel/word. The contents needed to be downloaded before being viewed.
2 votes -
Bulk add users in a Room
I need to create a bunch of rooms, and would like to know how to add specific members in bulk to different rooms.
To add them one by one takes forever
3 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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Adelante Payment Gateway
Good morning, we find the charges very high with Stripe and PayPal. Would you be open to working with Adelante? We had a call with them and they mentioned it would be straight forward but need a call with your team to discuss.
1 vote -
Custom permission to disable access to making products optional in quote block.
Prevent users from enabling the optional items toggle in a quote block.
2 votes -
route document-related emails through a specific shared inbox in Pipedrive
Im setting up Shared Inboxes in Pipedrive, how does this feature sync with the document creation and email reply to settings in pandadocs?
2 votes -
Receive details of suggestion made via API call/webhook
We generate a document using an API. This means we've created a template that is populated with content via the API. The document is successfully sent to the customer. The customer discovers an error (spelling, numbers swapped, etc.). They can point out this potential error in the PandaDoc web view. Both the sender and the recipient receive this information via email. We would also like to receive this information via the API (status) so that we can directly point it out in our system that populates the documents.
2 votes -
Allow Changes to Original Items Reflect on the Same Item in a Shared Workspace
Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.
This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.
7 votes -
Access to the Learning center with the EU account
Option to log in to the Learning Center if you have a PandaDoc EU instance (pandadoc.eu) account.
1 vote
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