6302 results found
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recipient signature after watching video
The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.
2 votes -
2 votes
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Show Deal number (unique ID) when linking a document to pipedrive
When creating a document in pandadoc and then linking manual to pipedrive, we can search by the deal name but sometimes we have legitimately duplicated deal names. The deal number is the unique identifier but I can't see that from pandadoc. It would be nice to filter the list based on status in pipedrive (ie - ignore anything that's already closed out) or to see the deal number as well. I sometimes have to go into pipedrive, manually edit the deal name of the deal I want to link to (add a 1 at the end for example), search in…
2 votes -
Keep the formatting when importing from Google Drive
Keep the formatting when importing from Google Drive
3 votes -
Ability to do Bulk send with Different Documents and Recipients
It would be great to have a similar feature same as Bulk Send but :
"*** Have the capability to send multiple single page document to Multiple unique recipients**"
2 votes -
Integrate 2 stripe account to 1 PandaDoc account
2 different stripe accounts to 1 panda doc account
3 votes -
Document link to SalesForce Quote record
Customer would like to link the document to Quote record in SalesForce
4 votes -
SharePoint integration include Teams not just Sites
As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites
2 votes -
2 votes
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manually change the document status from completed to approved
manually change the document status from completed to approved
2 votes -
Reports Select All Filter
When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.
2 votes -
restrict quantity for products in pricing table and quote builder
The ability for users to to place a specific quantity for products in pricing table and quote builder so customers can see the available count
2 votes -
Link fields across templates
The ability to utilize the link field feature i.e when templates/documents are bundled together.
8 votes -
3 votes
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Less restrictive design limitations: page breaks
The ability to not have to edit documents with page break altering the content if passed the line. Overall, having a less restrictive editor and format so that documents do not break if page break line is crossed.
3 votes -
Extract data from the document
Customer would like the ability to extract data from the actual content of the document
4 votes -
card and electronic check payments via PayPal
card and electronic check payments via PayPal
2 votes -
Change field background color
Change field background color
4 votes -
Option to only allow ACH payments via Stripe
It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.
5 votes -
refresh table of contents
when sending the document - display option to "refresh the table of contents"
similar to when you send a document with variables empty - you are notified.
Please either automatically "refresh table of contents" or prompt to notify asking if use would like to Refresh.
3 votes
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