7008 results found
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Option to convert /transfer info of normal table to the pricing table
Option to convert /transfer info of normal table to the pricing table.
-Will allow to convert or tranfer the data from a table to the pricing table
4 votes -
use the API to combine templates
For example, the main contract as a template and then if this specific package requires a Prepayment Addendum then we can call an endpoint to add that template to the end of an existing document
2 votes -
Update/Replace sent document (source file) without editing a sent document.
when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.
3 votes -
SMS Verification for Bundles
Be able to add SMS verification to bundled documents.
3 votes -
When both Order and Contract have been completed set status to Closed in Salesforce
When both Order and Contract have been completed set status to Closed in Salesforce
1 vote -
Automatically align selected fields
Automatically align selected fields
13 votes -
To "unhide" the option to cancel.
The current navigation to the cancelation button is very difficult. It's displayed in settings > Billing which wasn't obvious for the client.
1 vote -
2 votes
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1 vote
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Redlining: ability to enable / disable suggestions for certain recipients only.
Ability to enable suggestions for certain recipients only.
5 votes -
One Step Signing: weblink that a customer can click and sign in one step, rather than a long document they need to fill in
Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.
2 votes -
change column name in csv when importing products into pandadoc catalog
change column name in csv when importing products into pandadoc catalog
3 votes -
Auto-fill sender's signature once the document is signed by the client
Auto-fill sender's signature once the document is signed by the client
48 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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Document warning message: when you edit document make the warning message more visible (red) and indicate you cannot retrieve it
when you edit document make the warning message more visible (red) and indicate you cannot retrive the signed document
1 vote -
4 votes
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Volume-Based Pricing in Catalog Upload/Download
Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).
With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.
16 votesHi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team.
Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.
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1 vote
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Export specific data from Reporting, based on filters
Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
Ability to get not the overall report, but only the info you see inside the app after applying filters14 votes -
Ability to apply logo only on certain pages
apply logo only on certain pages
1 vote -
2 votes
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