7168 results found
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Attachment in Mobile Apps
Ability to make attachments and view attachments in mobile apps
2 votes -
Progress/Status Update Option for Rooms Feature
Progress/Status Update Option for Rooms Feature - for each task in PandaDoc rooms, have the option to update the status of each task ex. not started, in progress, delayed, not appliable, complete.
1 vote -
e-Apostille
e-Apostille: option to get an official UK document ‘legalised’ by submitting it to the Legalisation Office.
2 votes -
Pull recipients from Salesforce after document creation
Pull in the newly linked contact to the document that was already created and now linked on the opportunity without retyping the name
1 vote -
Single file for all documents within a bundle when downloading them in bulk
Each document within that folder is made of several. Currently, when is it complete and it is downloaded, it separates each component of the 1 document into many. I expect a single PDF file for all documents within a bundle when downloading them in a batch.
1 vote -
Option to change payment pop-up wording
Not able to remove or change the wording of the pop-up that appears when recipients open a document that says complete and pay. (What if they don't want to complete and pay? They need to review the proposal first.)
1 vote -
Quote builder: set a fixed Contract Term
Option to set a given term as default for all the lines created from the catalog
2 votes -
MM/DD/YY date format
Option to have MM/DD/YY format instead of MM/DD/YYYY
2 votes -
Ability to add a fixed amount of padding in pricing table
Ability to add a fixed amount of padding to any follow-on pages in a pricing table that goes on to more than one page.
2 votes -
Send auto-reminders to the document owners too
We need to see the auto-reminders too, the way they are sent to the recipients
1 vote -
Collect and Encrypt credit card details with Chase payments through Salesforce
Collect and Encrypt credit card details with Chase payments through Salesforce
2 votes -
Promote private endpoint for dashboard to public api
Prospect Fusion SD asking for dashboard private endpoint listed below to be considered to be promoted to public api for an embedded use case with multi-workspaces
https://api.pandadoc.com/dashboard/web?period=3months&from_date=2025-02-25T05%3A00%3A00.000Z
2 votes -
Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.
Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.
1 vote -
automation: completed document triggers to create a room from a room template
Sales handoff to onboarding and project management:
automation: when a document is in "completed" status, tigger to create a room from a room template2 votes -
Export Quote Builder/Pricing table as CSV
We'd like to export CPQs, tables as a CSV file
4 votes -
CPQ Data field currency
Would be great if there is a data field option as a currency.
This way we can use this variable as an item from quote to document display.
D1 vote -
Export Catalog Folders
Looking for the ability to export specific folders in the Catalogue instead of exporting the whole catalogue
1 vote -
Prevent SF users from editing locked variable tokens
So we can prevent users from making edits on locked content, but when the document is created in SF, the ability to prevent users from making edits on locked variables becomes possible, which should not be the case.
2 votes -
Ability to pull the document completion date (when all recipients have completed the document) from PandaDoc into HubSpot.
Pull the document completion date (when all recipients have completed the document) into HubSpot from PandaDoc.
2 votes -
Integration with JetPay
Integrate with JetPay payment gateway
1 vote
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