2933 results found
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export document data
export document data on waiting for signatures into excel
14 votesLindsey Schocke responded
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[Bulk Action] Update Contacts via CSV
Contacts that do not have names associated with the emails cause recipients' signature blocks to default to the email address. Some recipients do not notice this and at time the signature comes through with the email address rather than the recipient's name. For clients that don't have Zapier or CRM systems that can integrate with Panda, allowing a .csv (or similar) update to the contacts would allow the client to remediate this directly.
3 votes -
1 vote
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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Bundle completed documents
Bundle completed documents into one. For example, if two documents were signed and completed separately, there should be an option to combine them into a single document.
6 votes -
Card Details field for Square
Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.
11 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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Improve email deliverability and rate of emails going to spam
Resolve issues that result in emails to our clients getting blocked or going to spam
7 votes -
Ability to set up a condition which hides empty pricing table columns.
Ability to set up a condition which hides empty pricing table columns.
4 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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Ability to use HubSpot Custom Objects to pull information into PandaDoc.
Ability to use HubSpot Custom Objects to pull information into PandaDoc.
50 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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5 votes
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Rotate Text Blocks
Allow the ability to rotate Text Blocks by degrees. I would like to add to a 90 degree angled Text Block
16 votes -
Fonts for signatures - Set Default font option or Add Font for Signature Field
Fonts for signatures - Set Default font option or Add Font for Signature Field
43 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Unpaid and Paid Invoices Report
Pandadoc should have an option for creating reports for PAID and UNPAID invoices.
As of now, I am unable to create a report showing which clients are still pending to make a payment and who have already paid. Due to amount of invoicing and receiving payments by other means other than apps linked to pandadoc, it would be very helpful to have an option to create a report for paid and unpaid invoices to follow up with clients for payment.
Reports should have information on Client/Company such as address, email, description of services, amount billed, date invoice was sent, unpaid/paid,…
4 votes -
Signature block rotation
The client wants to be able to rotate the signature box so he can put it on the side, vertically
4 votes -
4 votes
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Ability to change the location of the product image in the pricing table.
Ability to change the location of the product image in the pricing table.
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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Always open a document in a new tab
When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.
5 votes -
Date field MM/YY - Month/Year formatting option
Ability to use MM/YY formatting for date fields.
18 votesValeryia Baranava responded
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option to resize the optional item check box in the pricing table
ability to resize the optional item check box in the pricing table
3 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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Ability to show the last updated date for docs/templates next to the Created date before clicking on a doc/template in the list
When reviewing the templates I've created in whichever folder I've put them in, I can see the file name, the parties who'll need to sign, and the date the file was created. But I update my templates often, including by replacing the source files in them with updated versions. This means that the created date is not very important, because templates I created months ago have changed numerous times since then. I'd like to be able to see the date/time of modification for my templates, like you can with the documents, so I can know at a glance which ones…
6 votes -
Draw block on documents and templates
A block which allows to draw in it; a function to draw images in the templates/documents.
5 votes
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