7004 results found
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Adding a "Complete" status to the documents with payment gateways
The documents with enabled gateway integration don't have a status "Completed" when signed, only "Waiting for payment" and "Paid". There should be a transition status added
4 votes -
Notification when you close to the volume limit
Option to receive a notification when you are close to your volume limit (documents/forms/bulk send etc).
1 vote -
zoom functionality to the embedded iframe
- Will allow the user to use zoom functions in embedded IFrame
1 vote -
Product category in pricing table SFDC
I want to have the possibility that PandaDoc recognizes when a section in a pricing table is empty and thereby not show that specific section.
Here an example, as you can see the section 'Tijdelijke bruikleen' is empty and I want PandaDoc to recognize this and not show the section.
1 vote -
1 vote
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Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity
Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity becomes irrelevant on the stage where the client has already agreed to sign the Contract.
1 vote -
Greater or Less than logic in smart content
The option to use > and < when defining Conditional Logic for Smart Content.
23 votesHi. 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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[QuoteBuilder <> Stripe] create items with recurring charges that will automatically stop.
To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
For example, a product item with a recurring charge 10 USD/month for half a year.
After 6th collection - it automatically stops.2 votes -
3 votes
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Conditional fields for content library
Conditional fields for content library
33 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Generate report on the time of document signing
Ability to generate a report on the time when the document was signed
2 votes -
Approvals Process - Wpromote
Approvals process and actual workflow for contract going in navigating between different parties within the same company.
For example, after you're able to do that where you set up a workflow approval process where you send a draft on over to someone. It gets edited, and then if it gets approved it gets sent on to the next party; If it gets declined, then it either stays with them until it gets edited, or tracks and goes back to step. To have like a full CLM platform.3 votes -
Draft Document in Contact Details
Have draft documents to show in the contact's information even if it is in draft status if they have been added as a potential recipient.
3 votes -
2 votes
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Ability to view the background image within the page properties.
Ability to view the background image within the page properties.
2 votes -
Option to create template or document in a different language
Option to create template or document in a different language
- Will allow the user to create documents/templates in different languages.
6 votes -
Settings to turn on/off support chat icon
The ability to turn off or on the support chat window. We can also place it where it won't affect the user when using PandaDoc.
1 vote -
Allow Bulk Send to send multiple documents to the same email
I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address
26 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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customized responses on declined documents/forms
an option to customize the screen that pops up with reasons why a form is rejected
3 votes -
Switch workspaces in MS Dynamics
Need to be able to switch workspaces inside MS Dynamics integration without opening PandaDoc in a new tab to improve efficiencies for their teams.
6 votesHi. 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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