2988 results found
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Add Collaborative Members to a form
Goal is that Members can edit, send links, and see responses in the form like the creator. Example would be google forms, it can have many editor that has either set permissions or all the permissions like the creator of that form. Side note. I am loving Panda Doc's as I am learning to use it. Thank you!
1 vote -
1 vote
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1 vote
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Option for all the contract that have NOT sent for approval to have a water mark on it - watermark will be removed once it has been approved
To have the option for all the contracts that have not been sent for approval to have a watermark on them - the watermark will be removed once it has been approved
2 votes -
Pricing Table: Show the Table Name
Show the name of the pricing table in the document. For example, "Project 1" for Pricing Table 1 and so on. To also have the ability to automatically edit the name of the Pricing Table based on information from CRM.
2 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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Document list: remove documents without deleting them
Being able to remove documents from the list without actually removing them from the account.
2 votes -
Optional Column for Percentage-Based Pricing in the Pricing Table
Add an optional column to the pricing table that, when selected, automatically applies a specific percentage to the total.
2 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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[Automation] recipe' that exports a PDF of a document to Google Drive when the document status is from Seen to Waiting to be paid OR Paid
I'd like an automated 'recipe' that exports a PDF of a document to Google Drive once it moves from Seen to Waiting to be paid OR Paid
2 votes -
Allow admins to view Remaining API Documents
The ability for admins to view the remaining API documents outside of the Billing tab.
2 votes -
Drag and drop a folder with files in the Rooms
We'd like to drag and drop a folder from the desktop to the Rooms but it only allows to drag and drop a single file
2 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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Authentication on the API endpoint that gets called by webhook
Authentication on the API endpoint that gets called by webhook. Currently, PandaDoc webhooks use anonymous "authentication".
2 votes -
Add Filter for Original Document Creator in Document List and Reports
Option to see the original document creator even if the ownership was transferred to another user.
2 votes -
Customize pricing table header
Be able to add an additional header to a pricing table similar to a section title. Right now, the top header is the columns for the products and it can't be adjusted.
26 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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SFDC CPQ Workflows support for Quote object
Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.
5 votes -
Notary: Commisioned Notary List
PandaDoc's capability to offer a list of commissioned notaries by U.S. state. For example, Montana only allows RON for notary public that physically live in Montana.
2 votes -
Ignore case-sensitivity in email addresses
We have discovered that a new user can be created in certain situations, causing problems. Specifically, one of our internal resources accessed our PandaDoc room with an identical email address and user name, however one letter in the email was capitalized. PandaDoc interpreted this to be a unique new user and generated a second external/collaborator account for the user.
We suggest that case-sensitivity be ignored in all email addresses to avoid this potential issue.
2 votes -
2 votes
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Hide/Disable mention of payments where there is no balance
To be able to either disable this modal dialog or for the dialog to dynamically hide mention of payments where there is no balance
2 votes -
4 votes
Hi. 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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Formatting Rules for Variables
Ability to apply capitalization rules within our variables. Example:
The first name starts with a capitalized initial, followed by a normal insertion, and then a capitalized last name.
Later in the document, the insertion and last name should both appear in capital letters.4 votes
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