7429 results found
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5 votes
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Different Header/Footers for Each Page
Option to set the different header/footers for each page or to delete the it at all.
149 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Template Privileges
The ability to send a template to a user outside of PandaDoc to collaborate on just one time (fill in specific fields: price, hours, notes, etc.) - by granting privileges for one template
6 votes -
ability to pass the document to On Hold status
ability to pass the document to On Hold status
4 votes -
Pricing Table - set up Default Tax: Tax calculations
Ability to set up default tax for the pricing table
53 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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1 vote
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2 votes
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3 votes
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QRCode
For verification purposes, we might need to make sure that the documents are legit. so it is beneficial if, every document signed, have its own unique QRCode, that when scanned will redirect to the documents page.
2 votes -
5 votes
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Edit Document Creation Variable (system variables)
Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out
17 votes -
Using the PandaDoc API to get Stripe Customer ID
Can we get the capability to use the PandaDoc API to get the Stripe Customer ID
2 votes -
Adding a note with document ownership transfer
Adding a note when you transfer a document
2 votes -
Document tasks
Create and track tasks for specific documents in-app
3 votes -
Financial Force
Integration with Financial Force
1 vote -
Salesforce Marketing Cloud
Salesforce Marketing Cloud integration
1 vote -
More particular chat functionality ie: ability to chat on on section vs inline commenting
Customer would like the ability to have chat functionality but perhaps on one page or section. Similar to the inline commenting, however in order to inline comment, you have to suggest a change or correction to the document. Inline commenting without the correction to document would be acceptable as well and perhaps easier fix.
1 vote -
Signature stamp for frequently used signatures
Generate the ability to create a signature stamp.
e.g.
Signature Title: Accounting
Includes:
Brenda (signature and date)
Amanda (signature and date)7 votes -
5 votes
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Xero
Native Xero integration
145 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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