7484 results found

1. Dictate which folder a document goes to when it is created within Salesforece
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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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2. restrict document owner to sign before document approval

   restrict document owner to sign before the document is sent for approval

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   Idea  ·  0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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3. Audio Clip Upload

   Ability to upload audio files like mp4 to PandaDoc documents

   6 votes

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   Idea  ·  1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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4. [French localization] Translate subject in the emails

   Change the language of the subject in the email

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   7 votes

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   Idea  ·  0 comments  ·  Localization  ·  Delete…  ·  Admin →
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5. preassign a person to a role on a content library item
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   Idea  ·  0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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6. See the document recipients in the email notification

   Is there a way to see all recipients in my email... as part of the email that comes from you guys?

   9 votes

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   Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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7. Notification sent to team member when a document is sent
   3 votes

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   Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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8. Improve API to better integrate with Power BI

   The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR

   3 votes

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   Idea  ·  0 comments  ·  API  ·  Delete…  ·  Admin →
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9. Deactivating Contacts

   Deactivating Contacts Option
   - Having an active contact folder or option
   - Having an inactive contact area

   7 votes

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   Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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10. Document into Folders

    Submitted forms thru Template embedding to go to a specific folder.

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. Change Salesforce Sync Trigger names

    Client does not want to see the status as the name of the document in the notes view. He would like to be able to change the name to the actual document name instead of seeing the document status.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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12. Card Details field for Authorize.net

    Card Details field for Authorize.net.

    15 votes

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    Idea  ·  4 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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13. ability to invite users to access the billing panel

    ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.

    9 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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14. An ability to update and calculate currency once the currency is changed in the pricing table

    It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.

    12 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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15. [Checkbox field] A cross "x" rather than a tick in Checkbox
    5 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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16. Ability to turn off the location that appears in Audit Trail
    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Delete…  ·  Admin →
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17. "Download all" checkbox selects ALL documents

    "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

    9 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. Subtotal to be used more than once in the pricing table

    Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    15 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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19. Ability to search from Dashboard

    Search documents from the dashboard

    28 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. Pay invoices via Billing page in PandaDoc

    At the moment it is possible to see only paid invoices in PandaDoc Settings -> Billing. The feature request is to be able to see & access pending invoices via PandaDoc Settings -> Billing (like via "hosted invoice" link)

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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