7430 results found
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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.
2 votes -
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…
5 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 -
Bulk upload documents from Google drive
Ability to bulk upload documents from a shared Google drive into a PandaDoc workspace.
2 votes -
adding table to content library from the Form level
Ability to add the table to the content library from the Form level.
2 votes -
Do suggestions via and turn on suggest edits through the API automatically
Do suggestions and turn on suggest edits through the API automatically
3 votes -
ACH payments via Stripe for non-US accounts/non USD
ACH payments via Stripe for non-US accounts/non USD accounts
7 votes -
1 vote
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Dynamics 365 Business Central
Integration with Dynamics 365 Business Central
6 votes -
Charge pop-up notification before sending the invitation to the account.
Charge pop-up notification before sending the invitation to the account.
2 votes -
Add multiple images for each item in Quote Builder at the same time
Add multiple images for each item in Quote Builder at the same time
1 vote -
Option for pop-up before deleting completed document
Would it be possible to get a pop up created for when you select a delete button asking if you're sure you want to delete? We do have this when creating and deleting blank templates, but it would be nice to have for when we have a signed agreement. The "Delete" and "Print" buttons are right next to each other and it's easy to miss-click and I have lost a completed agreement because of this.
8 votes -
Ability to sort by signer statuses for a document in the documents tab
Would like to have the ability to show the statuses of the document's recipients and sort them in the document list. For example, a document may be completed by one signer, but the other has only viewed it.
4 votes
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