6974 results found
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Global setting: turn off notifications of manual status change
The global setting for turning off the notification of the manual status change. For now, it can be found only for each separate document (not in general settings).
9 votes -
Customer Facing Tutorials
Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.
Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.
3 votes -
filter contacts
Filter contacts in PandaDoc based on contact info when adding as a recipient
7 votes -
Tracking documents sent on behalf of
I noticed when testing for a prospect that if you send a document on behalf of another user (user x), that document does not show up under the sent documents for user x. The document only shows up as sent on the true sender's dashboard.
I imagine that this makes tracking and managing deals more difficult for a Sales Leader as it is impossible to see who the document was "sent by" (ie: If a manager or proposal creator sends a document on a rep's behalf, the rep only has an email notification and has to go back to their…
2 votes -
More options to add videos
More options/ways to add videos. Embedding options
15 votes -
Require one option for a recipient to sign instead of having more options
Require one option for a recipient to sign instead of having more options
3 votes -
Insightly: Pull product data from Insightly to PandaDoc
The customer is requesting to pull product data from Insightly to PandaDocs as part of the native integration.
3 votes -
3 votes
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3 votes
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Removing fields when a role is removed or unassigned / remove fields in bulk
When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.
14 votes -
Avoid the verification process with micro deposit for ACH transactions
The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.
12 votes -
[Content design] change orientation for uploaded template
change orientation for uploaded template
12 votes -
Link to CRM Insightly
Insightly: update document with the details from CRM.
3 votes -
be able to split the document into parts after completion
be able to split the document into parts after completion
3 votes -
Include products in Link to Opportunity - Pipedrive
Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.
4 votes -
12 votes
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2 votes
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9 votes
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Recurly
Native payment integration with Recurly that allows customer to pay in-app immediately after signing the deal.
5 votes -
PandaDoc Style settings are applied to the text copied from another source
Expand Text formatting options:
- Don't transfer text formatting when the text is copied from an external resource
- PandaDoc Style settings are applied to the text copied from another source12 votes
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