7164 results found
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It would be really helpful to have QuickBooks ACH as a part of a payment Gateway. You are making the accounting departments do more work!
It would be helpful if you allowed or enhanced the ability to get the QuickBooks Payment Gateway for (ACH). By not having the gateway, you're actually making a more complicated back office workflow for accounting departments for reconciliation. It forces us to use Stripe, and it lacks integration with QBO. I like Pandadoc, but if someone offers a similar product with that capability, you could lose some customers.
1 vote -
Better way to organize docs
we can downgrade the plan now or we can
1 vote -
Disable the share via a link feature for the specific document
Disable the share via a link feature for the specific document
2 votes -
PandaDoc API: Ability to create catalog categories from api
Ability to create catalog categories from api.
Right now the only way to create Catalog categories in bulk is by uploading a csv with catalog items which already have a category assigned (along with their sub-categories).
Would love to do this via api :)1 vote -
switch off the copy of the completed form can be applied on an ad hoc basis
Switch off the copy of the completed form can be applied on an ad hoc basis
2 votes -
Option to have 2 payment otion for 1 document using 2 different pricing table
Option to have 2 payment otion for 1 document using 2 different pricing table
2 votes -
Allow Admin to login as other users to verify account settings and/or troubleshoot
As an administrator, I would like to login as another user to view better understand the platform from their settings. Allow myself to adjust their settings if necessary and troubleshoot any issues they may be experiencing.
1 vote -
Passing HTML or Markdown through API variables
Passing HTML or Markdown through API variables
3 votes -
Change background color in rooms
Ability to change background color in rooms.
3 votes -
Autofill the signature field with previously used signature by the signer
the customer needs that the signature field is pre-filled if the recipient has signed their documents before. Ability to store the manually drawn signatures specifically is needed.
4 votes -
Prevent HubSpot Percentages from Converting to Decimals in PandaDoc
HubSpot variables in percentage format to retain their original formatting when pulled into PandaDoc. Specifically, if a property in HubSpot is displayed as 3%, it should appear exactly as 3% in the PandaDoc document, not converted to its decimal equivalent (e.g., 0.03).
2 votes -
Custom role which allows creating workspace roles
We would like to allow Admins to create roles and assign them to their members within their own Workspaces.
1 vote -
Data Export Notification
The user will receive a notification if there are data being exported in the account.
2 votes -
AI document search tool
I'd like to have a search feature where I can ask a question using AI and it will apply that question to each of the documents and give me the results across all documents. I want to create a list of all contracts that have certain provisions.
2 votes -
Conditional fields to make signature required or optional
Have the option to use conditional fields to make the signature required or optional
2 votes -
PDF tools
Would like merge and split pdf and more.
1 vote -
Auto Save for the Quote builder
It would be awesome to have Auto Save for the quote builder. That way if someone accidently exits out of the tab, it'll still save.
1 vote -
improve the email notification when a collaborator is invited.
When a collaborator is invited, the email notification should display the name of the document they are invited to collaborate on, rather than showing the workspace name.
2 votes -
User Analytics Report
The user analytics page should include the capability to customize additional columns around user accounts, such as create date, last login date, and last document creation date.
The "User Usage Analytics" Screen should allow the ability to see all users in the tenant, not just ones with an action associated (i.e. if they've never created, sent, modified, etc., When I click the "Save Report" button nothing happens; should download the screen as a report that shows aggregate vs having to export all the data and try to use a pivot table for something so simple.
Need a Workspace report that…
1 vote -
Prevent duplicate data entry in fields
Set up a cell phone field in a template that requires the number to be unique and not match the value of another telephone field within the same template
2 votes
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