2997 results found
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Replace Image without changing format
Have the ability to change the image in an image block without changing the previously set format or margin.
2 votes -
Reduce Whitespace in Quote Builder
Our quote builder is set up like an excel document, and used to fit nicely on a single landscape excel page. With PandaDoc there is so much wasted space, and column text gets ultra skinny because you aren't able to reduce column and row margins enough.
1 vote -
Hide Stripe Surcharge in the document
We’re currently using Stripe as our payment gateway for proposals sent through PandaDoc.
At the moment, we don’t want to show credit card surcharges on the proposal itself (in the pricing table), but we still need to charge this fee when a client pays via card.
Is it possible to edit or adjust the Stripe payment amount after the document is sent but before the funds settle, so we can apply the surcharge on the backend instead?
Or is there a recommended way to apply a Stripe surcharge without including it visibly in the proposal pricing? Stripe says they do…
2 votes -
Create Teams Before Workspace Setup
The customer would like the ability to create and manage teams before setting up a new workspace. Right now, PandaDoc asks users to select a team during workspace creation, but there’s no way to create a new team at that point. This can be confusing, especially if no relevant team shows in the dropdown.
Suggested improvement:
- Allow team creation before starting the workspace setup.
- Option to define a new team if the one they need isn’t listed.2 votes -
Ability to search for documents based on their renewal date
Have the ability to search for documents or filter based on their renewal dates.
4 votes -
Make KML files a supported file for attachements
We use PandaDoc for reports (along with proposals) and we need to be able to attach KML files (Google Earth). We used to be able to do this, but the new update removed the ability to attach a KML file to a report or proposal.
1 vote -
Remove "Document contains a payment" notification when sending a document via link
Currently, even if there is no payment extension added to the document, if there is a document value, when you select to send the document via link, there is a notification at the top that says "This document contains a payment $ assigned to ."
This is confusing for clients because, while there is a pricing table on the document, there is no actual payment on the document. It looks like when they send the document, their recipient will be prompted to pay, even though they won't actually be prompted to pay.2 votes -
Page Break Visibility
Toggle on warnings of likely page breaks before I send a document. Or increase the visibility of the small grey text
3 votes -
Configure the PandaDoc integration in Zendesk to only show on user pages.
Configure the PandaDoc integration in Zendesk to show only on user pages, not on ticket pages.
• The current integration is designed to be available on both Ticket and User pages in Zendesk Support.3 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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automatically calculate the quantity in the table
automatically calculate the quantity in the table not in the pricing table
4 votes -
Set the background image opacity on the downloaded PDF
For example, the colorful page background images in our reports are a drain for someone to print. This feature would give people the ability to set the opacity of a background image OR remove it altogether when the report gets downloaded as a pdf.
2 votes -
ID check for Forms
Ability to enable ID Check (recipient verification) on forms and make it required
3 votes -
Choose/ set up delivery method on Template per role
Ability to choose/ set up delivery method on template per role, instead of when creating the document or in settings
3 votes -
automatically retrieve the link without having to manually select to generate the document link
Option to automatically retrieve the link without having to manually select to generate the document link
3 votes -
design template details API to expose conditional smart content rules or logic
Template Details API is not designed to expose conditional smart content rules or logic, and this is intended behavior. Is there any plan to expose conditional smart content placeholders?
3 votes -
Salesforce Homepage Component
It would be nice if we could add the PandaDoc Documents Salesforce component to a Salesforce homepage. It could bring in documents associated with that Salesforce user, rather than documents for a specific Salesforce object. Ideally the user would be able to somehow filter that list, or we'd be able to set filters on the component itself (i.e., only show documents in a specific status/statuses).
Currently you can add the PandaDoc Documents component to object pages within Salesforce; however, you cannot add this to a homepage.
3 votes -
Different company names for whitelabeling accounts/multiple workspace
Ability to have different/separate company names for multiple whitelabeling accounts.
5 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.
10 votes -
Reporting: document progress tracking based on roles
Add an option to view document progress throughout the signature workflow under Reporting. When using templates with multiple roles (e.g., Department 1, Manager, Staff), where each role represents a step in the signature process, users should be able to see which step the document is currently at, which recipients have already signed, and which recipients still need to sign.
2 votes -
Home page for collaborators
When a Collaborator is added to a Document, that Document should show in the Collaborator's Home screen under the appropriate status.
2 votes
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