6779 results found
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Renewal notifications available via API
Setup renewal notifications via API
3 votes -
Ability to hide sections in Quote Builder
Looking for an option to hide sections in the quote builder for users who want to add a section but don't want their client to see it.
3 votes -
Bi-weekly billing period option for recurring products
Bi-weekly billing period option for recurring products
4 votes -
Document.value variable for Bulk Send
Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.
11 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! -
Create Share Link for Recepients from API
To be able to generate the links automatically so it can be used to send to recipient in a different way.
2 votes -
Ability to switch between on demand and bring your own notary sessions.
Option in notary dashboard to switch between on demand and bring your own notary sessions. Currently have to manage this via separate workspaces and emails which is challenging but needed as their users while sometimes doing BYON, also on occasion need to launch an on demand session.
2 votes -
Export documents as CSV file
The ability to export documents as CSV file not a zip file and the PDF version.
17 votes -
Enhanced 2-Way Product Sync between Salesforce and PandaDoc
Currently you have an automation that updates Salesforce Opportunity Products if there are changes made to certain fields in the PandaDoc (e.g., Discount, Line description, Quantity and Sales price), when a status changes to either Sent or Completed.
It would be good to be able to update Opportunity Products in Salesforce, the entire products or parts of a product, and then be able to update the table in PandaDoc to avoid double handling. If I want to remove a product from PandaDoc, I also have to remove it from Salesforce and vice versa.
3 votes -
Automations based on Forms
Automations based on Forms
18 votes -
Webhook UUID in the payload
Please add "UUID" of the webhook in the webhook payload.
2 votes -
Option to Upload Editable Word Documents with Preserved Comments
Option to Upload Editable Word Documents with Preserved Comments
2 votes -
Webhook for each time a recipient views a document
Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.
2 votes -
Add a hyperlink in a text field
As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.
7 votes -
Pass images from Google Sheets to PandaDoc documents
Pass images from Google Sheets to PandaDoc documents
2 votes -
Ability to adjust the installment dates after the document has been sent
Ability to adjust the installment dates after the document has been sent
2 votes -
Quote builder: ability to reflect the total for recurring products based on contract term
In the case of a multi-year contract with recurring products used in the quote builder, the ability to reflect the total for each year is required. For example, Product A costs $1,000 per year, and Product B costs $2,000 per year, making the total $3,000 per year.
2 votes -
eForms subject line settings
eForms subject line settings. Be able to have more control over subject line for eForms.
2 votes -
Ability to choose which documents statuses show in the tabs on the Home screen
Currently, there are preselected statuses chosen for each tab (Actions Required, Waiting for Others, Finalized) on the Home screen. Would like to ability to change these.
3 votes -
Ability to share contacts across workspaces
My company has several departments that operate as independent business units, so I've created workspaces in PandaDoc for each department. Most of our clients are also shared between these various departments, so we would like to be able to enter a client in one workspace, and then make that client available in any/all of the other workspaces so that someone in another department doesn't have to re-enter client information. This will help streamline our processes and make PandaDoc much more user friendly for our teams.
4 votes -
Larger Side-to-Side Dragger for Block Resizing
When placing blocks side by side, resizing them is difficult because the dragger used to adjust the block sizes is too small, making it hard to grab and manipulate.
2 votes
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