7423 results found
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1 vote
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exclude unselected or not applicable fields from template upon creating a document
exclude unselected or not applicable fields from template upon creating a document
1 vote -
Label on the pages
It would be very useful to be able to name the pages of the document in such a way that when an audit of the proposal or contract is carried out, it is possible to know if what the client saw the most was the "pricing" page, the "cover" or which of the particular sections.
3 votes -
Status for recipient in approval workflow
Change text in analytics for recipients to "not sent yet" when a document is in the approval status
1 vote -
When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).2 votes -
Add item / product to catalog directly from the pricing table
One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.
13 votes -
Collect Files Field Sync with Google Drive
Customer would like there to be a way to easily send over uploaded files to Google Drive. (uploaded files from Completed Docs added via Collect Files Field)
8 votes -
Athena health
The client is requesting the integration with https://www.athenahealth.com/
1 vote -
ability to move field menu / hide tool box
While on a call with a client, inhouse agents are filling out the form before sending it out. Would like the ability to move the field menu because it sometimes gets in the way of what they are reading.
3 votes -
Improve Product Catalog
product catalogue management (the SKU multilanguage description, price/cost updating easily updating without import through excel).
15 votes -
Vertical alignment for cells in a table
Ability to justify at the top, middle or bottom alignment in cells
47 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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Document Opened Date System Variable: Autofill date field or variable with date recipient opens the document
option to setup a fillable field for date that will auto fill the date that the client opened the link
17 votes -
Mosaic Financing Partner
Mosaic financing partner payment integration
1 vote -
Option to delete a section header in the Pricing table without deleting the rows within the section
Option to delete a section header in the Pricing table without deleting the rows within the section
9 votes -
Bulk Send via API
bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends
14 votes -
Restrict page deletion
Restrict non-admins from being able to delete a page in a document. Or have this as an option for custom roles.
2 votes -
Editor 2.0 Needs to Allow Pricing Tables to be Copied & Pasted from PandaDoc into Emails to Transfer and/or Manipulate Certain Data
In Editor 2.0 currently, we are unable to Copy & Paste the Pricing Table in our Agreements. This was a fundamental feature for my position and what I do daily, and the inability to copy and paste the Pricing Table into an email and manually manipulate the data is inconvenient and really slows me down. Snipping tool or a screenshot of is ineffective also because I do have to manipulate the data in the email. I really hope that we are able to resolve this ASAP, as it significantly impacts my day-to-day and was a key feature in the original…
4 votes -
1 vote
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move template from production to staging without retagging fields
Ability to move templates without having to retag the fields
1 vote -
Password change notification.
Password change notification.
2 votes
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