5358 results found
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Recipient experience: option to change document title
Option for recipient to change the document title
2 votes -
PandaDoc as a Learning Management System
PandaDoc as a Learning Management System
2 votes -
Refresh table of contents when sending the document
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.
5 votes -
Pull report showing unused templates data
The ability to add in templates that were created but not used/converted into documents into the reporting feature.
5 votes -
Ability to add Document Tags within the document
At the moment, we can only add tags while on the document list. It would be great if it worked while viewing the document too.
3 votes -
LimeSurvey
Integrate PandaDoc with LimeSurvey
3 votes -
Linked product groups within the pricing table.
Linked product groups within the pricing table.
2 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
You can reach to our support team, your associated CSM or AM for more details about PandaDoc CPQ and Product Bundles.
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Contacts: Allow creation of different contacts with the same email address
Ability to create different contacts with the same email address (shared email address)
10 votes -
Two separate roles with one signer
Customer would like to be able to assign one recipient in two different roles with signing order
6 votes -
Manual Payment Selection for Wire and Check Transactions
I want to use the payments but manually select when they were received for customers that wire transfer payment, or pay with check. We sell large machinery (100k and above) so credit card payments are useless for us
2 votes -
Zettle payment integration
Zettle payment integration
2 votes -
Integration with National Bankcard
Integration with National Bankcard
2 votes -
Simply Easier Payments
Simply Easier Payments payment integration
2 votes -
Allow user role changes for more than one member at a time
Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.
4 votes -
When a customer pays a% deposit on a proposal, I'd like to automatically create a draft of an invoice with the balance due
When a customer pays a percentage of a total amount using the pricing tables (i.e. a 50% deposit when signing a proposal), I'd like the system to automatically create a draft of an invoice for the balance due that I can send at a later date. Or, some other mechanism of easily collecting the remaining 50% due.
1 vote -
Automation: Send a document based on the selected choice of a recipient from the first document
Would like the automation to send a document based on the choice that a recipient made on the first document
3 votes -
Copy and paste fields
There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.
Manually adding multiple initials to documents that are 30-50 pages is very time consuming.
Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?
8 votes -
Auto fill repeating fields - signature and initials fields
Auto fill repeating fields - signature and initials fields
21 votes -
Permission: restrict users from downloading unfinished documents (those not completed) in DOCX format
Set permissions to restrict team members from downloading any unfinished documents (those not completed) in DOCX format
3 votes -
Resend document to approver/ "ping" or notify approver or send a reminder to approve document
Resend document to approver/ "ping" or notify approver or send a reminder to approve the document
8 votes
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