7665 results found
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Issue with recipient groups when creating docs from templates
Fix issue with recipient groups so that they don't get deleted when starting a document from a template. When assigning roles there is a user field for recipient groups. It's a predefined group so there is no need to add a user, and when someone does by mistake, it clears the entire group from the document once created. This is critical for us as we have a contract distribution group for executed deals, and when the group gets cleared the users that need a copy don't receive.
3 votes -
Remove payments in a document level
On the new editor, you are only able to remove payments on a template level. Please add back the functionality to remove it on an individual basis on a document level.
1 vote -
Gantt chart content block
We have a gantt chart for project timelines in our template that we've build using a table feauture but we'd like in PandaDoc had a feature specifically for this especially because we know many of our competitoras in the space include Gantt charts in their proposals
2 votes -
Support Polymorhic Relations for Lookup Field in Salesforce
At this point, if lookup field in Salesforce refers to 2 objects at the same time, we are not creating objects under PandaDoc setup to pass variables.
2 votes -
Change text color on a cell in Quote Builder
Allow to change the color of numbers or text each cell in a Quote.
1 vote -
Fix Chrome extension to Nimble CRM
Since updates have happened the google chrome extension and integration with Nimble CRM is no longer working. I have reached out to Nimble and they are saying this is on the PandaDoc side. Any help would be greatly appreciated.
1 vote -
Hubspot PandaDoc Product Catalog Sync
The current product library sync does not completely solve for how end users would actually need the feature to work. It only provides a one-time sync: when a new product is created from our HubSpot product catalog it syncs that new product to our PandaDoc product catalog, but does not sync ever again. In a live environment, product details, pricing, etc. are updated throughout the year, and when those existing products are modified in HubSpot, the changes do not reflect in PandaDoc.
1 vote -
Rooms: option to use custom fonts
Inherit custom fonts uploaded and available in Templates when creating or editing the Home page
4 votes -
Stripe Installment and recurring payment
Limitation: recurring payments through Stripe only support weekly, monthly, or yearly frequencies, which don't accommodate quarterly or custom installment schedules.
Can we have the ability to match Installment to go the same as recurring options
2 votes -
Automation: Automation with LinkSquare
Ability to automatically send or forward only fully executed (final, fully signed) contracts to an external platform (LinkSquares) via a designated email address, instead of relying on Google Workspace email forwarding rules.
2 votes -
2 votes
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Default Recipient Permissions on the account level
Have the ability to set default recipient permissions for the entire Workspace (currently only available on the template level)
1 vote -
Reflect Document Title on Email Subject Line (Bulk Send)
Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.
1 vote -
Add column headers/Customize columns on Dashboard
Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.
1 vote -
Add the ability to take a picture with an ipad and incorporate the picture into an existing template.
Our sales reps are using PandaDoc on the iPad to price and sell Landscaping jobs. We need to be able to take a picture of a sketch to further clarify the scope of work and have the picture incorporated into the proposal/quote.
1 vote -
Ability to link a document to a Pipedrive deal via PandaDoc ipad application.
Sales reps need to be able to open a new document via a template in the field and link the document to an existing Pipedrive deal using the iPad app
1 vote -
Safari Compatibility
I am unable to edit product descriptions when logged into PandaDoc in Safari. It works in Chromium-based browsers.
1 vote -
Add the option to password protect documents sent via bulk import
Add the option to password protect documents sent via bulk import
1 vote -
Add the option to password protect documents sent via bulk import
Add the option to password protect documents sent via bulk import.
1 vote -
Add on Services
I think it would be great for the "Product bundle" to be optional. like we can set it up on the back end but it may not apply for everyone I am trying to sell. So if would be able to be toggled on and off
1 vote
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