7484 results found
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Forms feature in Nimble
use the forms feature with Nimble integration
1 vote -
ability to place checkbox over an attachment
When sending out a deck, it would be helpful to be able to place a checkbox (make it required) to bring the recipient's attention to the attached document.
ex. renewal agreement attached to a qbr1 vote -
Column mapping for pricing tables for other CRMs (now available only for Salesforce)
Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce
4 votes -
Option to calculate values within the document that are placed outside of the PT
Option to sum up values within the document, for example a user would like to add hour estimation underneath each section of a document and calculate them at the bottom of the page
5 votes -
Need to improve comment visibility in signing order
Had an MSA that Richard had to sign but he wasn't seeing any comments from CC'd users like Chelsea in legal.
1 vote -
Please can we add an invoice person to a signed Panda Doc -
be able to add an invoice person to a signed Panda doc - often we do not have the invoice person contact info and the signer frequently does not know until after they sign
2 votes -
Use Salesforce integration On iPad
Salesforce integration with Pandadoc on Ipad
12 votes -
The possibility to add the sequence number without sequence name
The possibility to add only sequence number to the document without required sequence name.
6 votes -
Multiple currencies on the dashboard
ability to enable multiple currencies on the dashboard
23 votes -
[Reporting] Reporting based on document tags
Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.
37 votes -
RESCO CRM
RESCO CRM
7 votes -
8 votes
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Ability to Zoom-in and Zoom-out on document with the help of built-in feature
When signing a document the entire page zoom's and top and bottom action bars are lost. Exception would be to zoom only the document so the call to action bars are kept.
79 votesWe wanted to share an update regarding zooming in or out of the document. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding. -
Ability to associate PandaDoc with Accounts, Contacts at the same time (salesforce)
I have the Contact associated with two Accounts in Salesforce and you want to link one document to these 2 Accounts?
2 votes -
Recipient Feedback
Feedback feature that we can get after the document is signed. Like just a rating on how we went as a company or something like that.
3 votes -
SF - Link PD doc audit trail to SF Engagement history
if action is completed, it get listed in the "Engagement history" within the SF but PandaDoc document creation does not get listed.
1 vote -
Option to give access to docs of specific users only
Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role
9 votes -
1 vote
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Remove/change the blurred background when filling forms
the blurred background is a default IRS forms instead that it will preview or blur their own forms
6 votes -
Display Document in email
Instead of delivering a link to the document display the document within the email itself.
1 vote
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