2932 results found
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Push Tax from Hubspot to PandaDoc
Push Tax from Hubspot to PandaDoc
10 votes -
7 votes
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See changes made to a document/template in version history
Highlight the changes made to a document/template in the version history
26 votesValeryia Baranava responded
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Limits on Suggest edits that a recipient can make
Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature
2 votes -
PandaDoc Notary in Canada
Option to have PandaDoc Notary in Canada
1 voteHi. 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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30 votes
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Present Mode - resize
more options to resize Present Mode
6 votesLindsey Schocke responded
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Calendly
ability to integrate Calendly
11 votes -
Reporting feature in API
Reporting feature in API
get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing
8 votes -
Saved Messages - Notary
Use Saved Messages when sending invites for Notary Sessions
1 voteWe 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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Conditional approval workflow based on variables
Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.
43 votes -
Reminders set in hours
Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.
11 votes -
Option to pull logs for a contact info changes
- Will allow the user to get log about the changes or update on contacts.
2 votes -
[Pricing Table] Section Subtotal Variable or Token
I would like to have variables for the subtotals of each section of a pricing table.
9 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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Disable pricing table calculations
Customer would like to disable the pricing table's capability to calculate
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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Auto page break when convert to editable doc
When uploading a long contract, it does not insert page breaks automatically. When I want initials at bottom of each page, it makes it impossible without manually chopping it up myself which is difficult. I would like for a word file to import with exact same format and page breaks.
6 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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Clover
New integration: Clover Payment gateway
12 votes -
Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level
The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.
15 votes -
Turn off Sales Receipt for QuickBooks Payments
We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.
3 votes
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