2989 results found
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TakePayments - payment integration
TakePayments - payment integration
3 votes -
Upload files from the document to SharePoint
We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint
3 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:
Saving Completed PDF files to Microsoft One Drive, Google Drive, Dropbox, Box, or SharePoint
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Group Check Boxes to Require One to be Checked / Select Atleast One Logic
I want to be able to group check box fields to require one checkbox to be selected in the group.
Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.
You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.
We would like to make sure that the recipient does select at least one check box in the group before moving on.
A…
107 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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Home screen after sending document
The ability of after sending a Document have the system automatically take you back to the home screen.
2 votes -
Auto decline after a specified period of expiration
Auto decline after a specified period of expiration
2 votes -
Report documents created in PandaDoc and linked back to an opportunity in Salesforce
Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)3 votes -
Add option to create product variations
It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…
10 votes -
Create custom fillable fields
The ability to create custom fillable fields
5 votes -
Copy and paste fields/variables from one template to a new template
Option to copy and paste fields/variables from one template to a new template
5 votes -
Sync CLI on a template
Once the CLI is updated, update it automatically on a template too
5 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 follow the links below! -
Bulk update user emails
The ability to Bulk update user emails in an account
5 votes -
QES: provider who has a Spanish version of the website
Currently, PandaDoc is using Evrotrust which doesn't have Spanish localization. The client needs to have the option to use an identity provider in Spanish with QES
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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2 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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Ability to change the orientation of the added video to portrait or vertically oriented
Adding video from youtube shorts - by default, the youtube player is being added with a horizontal orientation. Allow to add video where the player is vertically oriented
5 votes -
2 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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2 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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search document by its content
search document by its content
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 video:
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Search option in Automations
Make it possible to search the automations, its time consuming to scroll through an entire list of automations
3 votes -
Send to legal team for review
Id like to be able to send our documents to our client for signature and review and then once they sign to automatically send to our legal team to approve of it (they don't have to sign just give an okay) and then once its approved to have it sent to our boss for the final signature and completion.
1 voteHi,
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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Making fields required or not required based on other fields
Option to set fields as required or optional based on answers provided in other fields. For example, to have two checkboxes where selecting one makes the other non-required. This will help ensure that the checkboxes are not overlooked and that only one can be selected at a time. Or the option to make fields required when others have a certain value.
2 votes
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