7256 results found
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Select Multiple Contacts and add them to a Document
Be able to select multiple contacts and add them to a document while autofilling their email, phone number, name, address that has been added to the created document.
3 votes -
Formula Validation Field (see description)
Feature request for formula validation
A Formula Validation Field would allow users to create complex calculations based on data entered into a document, and then validate those calculations against predetermined criteria. For example, a user could create a formula that validates if the SIN number correct.
Here is the formula for that: http://www.straightlineinternational.com/docs/vaildating_canadian_sin.pdf
This would help to ensure that the information in the document is accurate and consistent.
I believe that this feature would be particularly useful for users in industries such as finance, accounting, and project management, where complex calculations are often required. It would also help to streamline…3 votes -
1 vote
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1 vote
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1 vote
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Inherit approval settings of Approved document into a template converted from it
Inherit approval settings of an approved document when it is converted into a template
2 votes -
Webhook for entire account
I'm building up our workspace structure whilst integrating Pandadocs with our internal systems. I have a Webhook working at the top Workspace level but have noticed it isn't triggered at the child workspace level.
I've looked at the integrations for the child workspaces and there are no webhook entries. I've viewed the parent webhook, and there's no option to share this across workspaces.
Is it possible to have a webhook triggered across our entire account? Or would I need to setup a webhook for every single workspace?
1 vote -
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 -
53 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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4 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".3 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.
2 votes
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