7353 results found
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2 votes
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Document Forwarding Help Text (Change forward button text and make it more visible)
Customer needs some kind of help text for when a recipient needs to forward a document. When it gets to them, they do not really understand how to forward.
Would be great to have help text or a walkthrough on the forwarding option (or just make it a little more visible) so its clear what to do on the recipient end.
5 votes -
Allow deleting PandaDoc documents from Pipedrive
I use the PandaDoc integration in Pipedrive. Is there a way to delete draft contracts from pipedrive without having to log into panda doc and search for the draft?
1 vote -
7 votes
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Recipient: Signature field options
- Add the ability to set different from black signature color.
18 votes -
6 votes
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HTML email templates
Ability to create HTML email templates and footers for document delivery.
10 votes -
Format messages (new paragraphs, etc.) for documents sent via API
While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.
6 votes -
Custom columns are not hidden by default
When a custom column is created in the pricing table via the API call, it is hidden by default and you have to make it visible by going to the "Add column" button -> Select column in the pricing table. The feature request is to get this custom column visible by default
4 votes -
SF product mapping: Map both flat and % tax amount
Ability to pass both formats of taxes simultaneously
1 vote -
Redlining - Keep the document Grand Total
Grand Total value should not disappear from a document that was subject to the redlining process
2 votes -
6 votes
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OpenID connect
Support OpenID connect via Oauth flows.
1 vote -
mask payment info from some users
mask payment info from some users
1 vote -
Display all bought add-ons in PandaDoc Billing
At the moment only the volume based (API, Bulk send, Forms, etc) add-ons are displayed in PandaDoc Settings -> Billing. If the client is on Business plan with renewal add-on, the client won' see it. So the feature request is to be able to see all the add-ons you've bought
1 vote -
Cover Page Duplicate with another name
Have a copy of a cover page but with a different name, so it is clear that it can be used not only as a cover page but as a normal page with absolute positioning of the blocks and anywhere in the template.
1 vote -
Copy of a template to be a different color
When duplicating a template - allow it to be a different color so it is clear that it's a copy, as the word "copy" is not always noticeable and edits are done on the original template instead of the copy.
1 vote -
PDF when completed to be sent
If the settings for "notify when all recipients completed the document" are off, allow the system to send a separate PDF
1 vote -
Master setting: Universal set of variables for all templates and CLIs
The ability to set your custom variables at the account level and their default values at the account level would be fantastic.
If we have the current hourly pricing trickled through out multiple documents, its a pain to update, but if we have the variable in the document and then can update the price tied to that variable, that makes it way easier.
6 votes -
document value should be changed to the paid amount
document value should be changed to the paid amount
3 votes
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