6460 results found
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2 votes
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Variables in title with Forms
Ability to use variables in title with forms,
11 votes -
Bundling on Mobile App
Being able to bundle documents on the mobile app so users can work out of PandaDoc on an iPad and still be able to bundle if their workflow happens outside of the office (remotely working, etc).
12 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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Allow negative $ amounts in a catalog item (ex. a flat military/first responder/teacher discount)
I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.
6 votes -
Recipient Groups for API
The new feature for Recipient Groups is very good, but we need the same functionality for API. I see that it is currently not available.
Customer requesting: mpetit@homebound.com7 votes -
quote builder and transfer data functionality
Being able to use Quote Builder with Transfer Data functionality.
5 votes -
Add a new Document-level Variable for Documented-Completed-Date
When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations
3 votes -
Pull report showing template usage data
The ability to add in templates that were created but not used/converted into documents into the reporting feature.
5 votes -
LimeSurvey
Integrate PandaDoc with LimeSurvey
3 votes -
Allow approvers to make edits or suggest edits at the approval stage
Allow approvers to make edits or suggest edits at the approval stage
6 votes -
Move "Create Document" button in Hubspot Above the document list.
As of now, the "Create Document" button is in the very bottom of PandaDoc module in Husbpot.
So in cases when there are too many documents per Husbpot Object - user has to scroll down through all of them to be able to click "Create Document".
Would be great to have this button moved up - above.
19 votes -
2 votes
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Field tags - 'Autofill with Signing Date'
PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.
It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.
12 votes -
Footer/Header - Ability to add signature fields, text fields.
The ability to add fields on footer such as text field or signature fields.
5 votes -
Integration feature with Zapier to change email subject
Option in zapier to change the email subject went document is sent
10 votes -
Variable for Template.Name
A system variable that will automatically populate the template name, useful when creating documents via CRM integrations
5 votes -
Change document status to "In Process" after one of multiple recipients has signed.
Change document status to "In Process" after one of multiple recipients has signed.
4 votes -
Ability to set a primary owner of a workspace different than the Account Owner
Ability to set a primary owner of a workspace different than the Account Owner
9 votes -
4 votes
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variable for current date
variable for current date
5 votes
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