5388 results found
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Ability to hide certain field types so users cannot add them to templates and documents.
Would like to be able to hide the "Initials' field type so it is not visible to end users. They use another method to prefill initials, so sometimes their users get confused.
2 votes -
Stripe "Include taxes on the remaining payment of the subscription"
Stripe tax settings are already perfectly configured as the customer already went through all those steps with their support.
The taxation works perfectly, and the proof of that is that taxes are applied correctly on all their other proposals in Pandadoc, except for the subscription ones. On the subscription ones, the taxes are applied successfully on the first payment, which also proves that taxes are applied correctly.
But then, the remaining payment of the subscription do not have any taxes.
2 votes -
Pricing table row color
Allow users to select an individual row and apply a custom background fill color to that row only, directly from the row's context menu or right-click options — similar to how cell background color works in tools like Google Sheets or Microsoft Word tables.
2 votes -
View what documents were sent via bulk send
View what documents were sent via bulk send
2 votes -
API: Sender parameter take precedent over owner parameter
If the email specified in the sender parameter does not match an existing workspace user, PandaDoc may automatically assign the document to the default workspace sender. In PandaDoc, the document owner always takes precedence over the sender parameter if the sender does not match the document owner or meet workspace requirements. Even if your API call sets a different sender, the document will still be sent from the document owner.
Would like this to not occur, and allow for the sender perimeter to set the sender email
2 votes -
Ability to remove Workspace Team/Type settings
Ability to remove or reset Workspace Team/Type or provide more flexibility to modify workspace structure as organizational needs change
2 votes -
Remove permission to Member role to Invite new users
Remove permission to Member role to Invite new users
2 votes -
Smart Form editor: place fields side by side instead of a list format
Currently, when creating a smart form, the fields appear in a list. We would like them to be able to be placed side-by-side.
2 votes -
Rearrange Fields in Contact Preset when using Smart Forms
rearrange fields in the contact preset when using Smart Forms. Example: force “State” to be above “Postal code” and “Country”
2 votes -
Multiple Form Owners in One Form
Allow the possibility for one form to have multiple owners
2 votes -
Automation to upload document to an MS Teams channel when status changed.
Once a document is executed/completed, have it uploaded to a Teams channel that can be defined within a template or at the time of creation.
2 votes -
Team dashboard navigation improvements
The new UI/UX experience is awful. I have to click so many times just to get to drafts for review. I recorded a Loom of my experience. Please make this better! This is NOT an improvement.
1 vote -
Improved formatting of audit trail timestamps in the exported file.
I've used DocuSign in the past and it provides a clean Timestamp of every action that downloads in tandem with my document. I've tried the CSV download but it's not exactly what I'm looking for.
2 votes -
Bypass Inline Field function
Currently, holding the Shift key is the necessary method for placing a field in a specific location without disturbing the surrounding text.
Having a dedicated toggle to switch between inline fields and manual drag-and-drop would be a valuable addition to the editor.
2 votes -
Map Microsoft Dynamics Discount Total
Have a function to map Microsoft Dynamics Discount Total to the Pricing Table in PandaDoc.
2 votes -
Creating email notifications/ tasks sent to the document owner/ sender
Some customers are working with the contract end date, which doesn't necessarily is the same as the document's expiration date. The option to set up tasks, even manually, would be useful so that our users don't forget to, for example, follow-up with the customer after the contract ends. Such a task should also result in sending an email notification to the chosen email address.
2 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 link below:
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Automated tools within PandaDoc that eliminate text copying to Notepad for fixing common formatting issues.
Automated tools within PandaDoc that eliminate the current need for manual, time-consuming workarounds like text copying to Notepad for fixing common formatting issues.
"Work Around provided by PandaDoc support: Cut and paste the text into Notepad. Cut and paste the text back into PandaDoc."
"My workaround: One-by-one highlight each block of text in a paragraph and click the 'Clear Formatting' button in PandaDoc."197 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! -
Reorder columns in Data Reports
A way to reorder columns in the document data reports
2 votes -
Pass custom product fields into pricing table on Template instead of Document using Hubspot
Pass custom product fields into the pricing table on the Template instead of the Document using HubSpot
2 votes -
Option to have line items show as n/a in the Pricing table
Having $0.00 line items show as n/a in the Pricing table would be a great addition. It would allow for more flexibility for our company while creating proposals using the Data pulled from our CRM.
1 vote
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