7000 results found
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Save all shared templates to different workspace in bulk
You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.
3 votes -
Option to show the paid amount on the completed document
- On the PDf of the completed document the paid amount will show up.
1 vote -
Ruby SDK
Official Ruby SDK for PandaDoc
1 vote -
1 vote
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Option to view details of when emails was sent with copies of fully signed documents (Audit Trail)
Option to view details of when emails was sent with copies of fully signed documents
- Will allow the user to view the details of when emails was sent with copies of fully signed documents on the Audit trail.
1 vote -
1 vote
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Download signature created or uploaded in PandaDoc account
Download signature created or uploaded in PandaDoc account
3 votes -
Option to migrate templates from Proposify to PandaDoc
A feature to make it easier to migrate templates from Proposify to PandaDoc, to make it easier for customers to switch.
2 votes -
Pricing table: fill column color (change column background color)
Fill column color (change column background color)
select entire column and change the background color all at once instead of 1 cell at a time.3 votes -
Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires
Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.
82 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Clickable URLs from Salesforce
Ability to pass clickable URLs from Salesforce fields into PandaDoc fields
3 votes -
Duplicate document from dashboard
Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.
1 vote -
download the files added to collect files field via API
download the files added to collect field via API
1 vote -
2 votes
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Invoices with built in due dates, amounts due, and reminders
The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.
1 vote -
Align checkboxes into table cells (see description)
It would be useful to have the option to properly align checkboxes and other fillable fields within tables, so that for instances where you add information to the table, it doesn't misalign multiple checkboxes within a document or template.
Currently if you manually align multiple checkboxes on top of a table and then, for example, add text to a table cell next to it which creates another line, it will misalign all of the checkboxes on the document. It would be helpful if instead of placing these checkboxes "above" the table, at least have the option to add it within…
3 votes -
Add another brand within the same workspace
It would be a useful feature to add multiple brands within the Branding Settings in the same workspace. Currently there is only the option to set up one brand.
4 votes -
Distribute products into Quote builder sections when pulling products from a CRM
Distribute products into Quote builder sections when pulling products from a CRM
2 votes -
1 vote
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Create Multiple Folders with Subfolders at Once
The ability to create folders and subfolders in bulk when organizing documents would be really useful. Right now you have to create the folders one by one.
3 votes
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