7611 results found
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Edit Draft In Salesforce Window
"As we are editing our proposal document within Salesforce, and we then leave it and want to revisit at a later date. If we click on the draft it takes us to Panda Doc directly, where as we simply want to keep editing it through our salesforce view. Can you assist? Below shows an image of our SF view, however clicking the draft takes us to PandaDoc. "
3 votes -
Dropbox
A direct integration with Dropbox which will allow users to access it via Settings > Integration in a workspace.
3 votes -
ability to sent a copy of the document (pdf) automatically even if it hasn't been completed
ability to sent a copy of the document (pdf) automatically even if it hasn't been completed
1 vote -
Check uploaded documents for viruses
Our users upload PDFs to PandaDoc for signing and then copy them from PandaDoc to our servers for our records. I wwould like to make a feature request to have files scanned for viruses prior to uploading. Thank you.
1 vote -
Improve PDF Processing Errors
when using Upload PDF to create PandaDoc via API.
if pdf fails to process we should return useful errors.
8 votes -
Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field
Pop-ups when client is hovering over some parts of the document.
40 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video: -
7 votes
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Immediate payment option in billing page
Immediate payment option in billing page
1 vote -
Finnish localization
Finnish localization.
9 votes -
Ability to pull contact tokens from Hubspot deal
Contact tokens are not available when creating the document from a HubSpot deal.
61 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!
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inDesign compatibility increase
inDesign compatibility
3 votes -
Add document links to Pipedrive (any CRM record)
Allow to add document links (link-sharing) to the respective records, to make emaling them easier.
3 votes -
Payment link to be mandatory in PandaDoc( like a button)
Payment link to be mandatory in PandaDoc( like a button)
4 votes -
Theralytics and Gusto
My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.
2 votes -
[Bulk action] change document owner
Bulk change document owner ability
3 votes -
Turn on signing order as a default setting for the account.
A way to set a default signing order for the entire account that is applied to all documents sent from that account.
21 votes -
Using Redlining and Approval Workflow Together: Ability for the approver to resolve customer's suggestions.
Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.
21 votes -
Print and select pages ex. P. (3-5)
When selecting to print a document, instead of printing the entire contract, have the ability to select a page or a range of pages. Ex. page (7) or range of pages From "x" to "y" (3-5)
Some documents can be very large and the print option can take a long time to turn results. Selecting a specific page or range of pages would be helpful.
3 votes -
MeridianLink
Lost a 100 user customer due to not having a direct integration
1 vote -
Ability to seprate PDF pages on a completed doc
need to separate out each document into it's own pdf.
1 vote
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