5389 results found
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Data storage in Australia
Australian server/host location
12 votes -
Upload CSV/Excel/XLSX as editable content in PandaDoc
upload csv/excel as an editable content
74 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Expiration date for each signer
The customer would like to have an expiration date separate for each signer. For example, if the first signer has to sign within a week because of company policy, and then there would be a second expiration date for the second signer.
13 votes -
Allow phone numbers on the form pop up
Allow phone numbers in the pop up that appears when a form is opened
2 votes -
4 votes
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Pull info from the text of the doc into the pricing table (price portion)
The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.
2 votes -
UX not user friendly
PD was not user friendly enough for them.
3 votes -
API
No Open API on the customer side
5 votes -
Custom payment integration
Customer would like to be able to integrate the payment gateway with their proprietary payment processor.
6 votes -
Save chat so you can return to it after leaving the window
Currently when we are typing a chat to someone, if we leave the PandaDoc window to do something else before finishing the chat, it wipes out. We would like to request that it save the chat until we hit send.
3 votes -
Internal hints, notes within document instead of as comments or in line chat
It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.
14 votes -
restrict uploads to certain users
restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document
2 votes -
Switch Workspaces in Salesforce
Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF
39 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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1 vote
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1 vote
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Universal Menu Options
At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.
I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.
4 votes -
Ability to associate PandaDoc with Accounts, Contacts at the same time (salesforce)
I have the Contact associated with two Accounts in Salesforce and you want to link one document to these 2 Accounts?
2 votes -
4 votes
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Assigning Sections of Document to Internal Team
Customer would like to have the ability to assign specific sections of a document to their internal teams to work on.
1 vote -
4 votes
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