6933 results found
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Ability to add an image without using a text block and move it from one page to another.
Ability to add an image without using a text block and move it from on page to another.
1 vote -
Quote builder: notification when product was added by the signer
The ability for the document sender to receive a notification if the recipient added products using the quote builder.
2 votes -
Download CSV of Documents filtered by title
In the reporting feature, there should be an option to search all documents by their title and download a CSV list of those documents
1 vote -
2 votes
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Freee trial in recurring payment option
Freee trial in recurring payment option
- Free trial option aside from Weekly, Monthly, and Annually in recurring payment
3 votes -
Have certificates for completing each learning path (Admin Certificate, Sales Certificate, etc.)
When you go to the PandaDoc Learning Center and complete a learning path, it would be nice to have a certificate saying you completed the path. For example, if you go through the Admin learning path and complete it all the way, you could be certified as a PandaDoc Admin and have a certificate to show for it.
1 vote -
50 votes
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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3 votes
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2 votes
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1 vote
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Payment Statuses on Document without Payment Integration
Examples:
Ability to set payment related statuses on documents paid outside of PandaDoc not through an integration, such as "Waiting for Payment", "Approved", and "Paid".2 votes -
Ability to customize system variables like the document reference number
Ability to customize system variables like the document reference number
11 votes -
Ability to resize video content blocks
Ability to resize a video once it has been added to a document.
1 vote -
Align Executed Signatures on Socuments
When a document is signed have the signatures align with the beginning placement of a Signature Field. For instance, if the Signature Field is all the way to the left of a document please have signatures show to the left of the document.
3 votes -
When sending a document to multiple signers to have a message for just one signer.
When sending a document to multiple signers to have a message for just one signer.
5 votes -
Salesforce trigger: update custom object stage
Option to use Salesforce trigger to update custom object status when PandaDoc status is updated
4 votes -
In-app ROI calculator
Qwilr has a really nice calculator, like an ROI calculator built in, that makes the presentations look really good and show the benefits of our product right there. So, that was a nice get with them.
https://qwilr.com/features/roi-calculator/1 vote -
Expand the interoperability of suggested edits ( comments ) and API
- Add a unique identity to every comment (GUID)
- Add all Comments to the "Get Document Details" API Payload
- Add all Comments to the Webhook Payload
- Add new Webhook events for when comments are added, updated, or deleted
- Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
- Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
- Add features to perform bulk actions on all Comments for Resolve or Clear/Delete,…
5 votes - Add a unique identity to every comment (GUID)
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Add collaborator same way as adding other account roles
Option to invite a Collaborator under Team and seats instead of adding them on the document level
4 votes -
Search for product catalog items by category
Option to search for product catalog items by category
1 vote
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