7615 results found
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Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)
Include a "Failed Delivery" status if document is sent, but then fails.
29 votes -
On the day exchange rate calculation.
We quote off a Euro price list in NZD. I want to enter the current conversion rate in one place to correctly convert all Euro pricing in the quote to the current NZD.
3 votes -
send emails from the Company name
Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name
21 votes -
2 way sync for Freshsales
are we able to trigger updates to the deal stage once the pandadoc has been signed?
4 votes -
Ability to delete logo
Ability to delete logo
7 votes -
Upload file field to save in SFDC
When a doc is sent from Salesforce and there's an an upload file field assigned to a customer, when the customer uploads something- have that attachment be saved in SF
5 votes -
Preview bulk send before sending
Preview what one doc would look like before sending via bulk send
43 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! -
3 votes
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Create Contacts with No Email
Client would like the option to create a contact without an email. Some of their clients do not have emails
7 votes -
Mass select documents using ctrl or shift
it would be nice to be able to hold shift and select multiple documents at once
2 votes -
2 votes
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share via link for non-drafts documents in a mobile app
Would like to share docs via links in other statuses except for draft in a mobile version
2 votes -
Drift + PandaDoc
PandaDoc + Drift.com would provide a huge value to customers.
PandaDoc customers would receive notifications when prospects are viewing a proposal and answer questions directly within chat.
Customers could be routed to the representative that sent the proposal.
CRM would reflect both interactions providing teams with better insights on messaging.
1 vote -
1 vote
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1 vote
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1 vote
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Non-editable text block in PDF uploaded via API
Add ability to pass non-editable fields in PDF. This was documented before in https://developers.pandadoc.com/reference/new-document#create-document-from-pdf, as "text" type field in "PDF Field Tag Supported Types", but removed as it was not working. There's no other way to pass non-editable field via PDF upload, and that forces to use templates for such feature, which is inconvenient for end user.
1 vote -
Ability to pull products from Insightly
Insightly integration doesn't allow the customer to pull products (they have had to do their own API integration); was told by Insightly that it had to do with us still being on the old version of their API
1 vote -
self sign links
Ability to generate a link to the document when you are self signing a document
1 vote -
Sellsy
Have the native integration between PandaDoc and Sellsy
1 vote
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