7016 results found
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Ability to show price with discount and extended price
configure the pricing table, to show price with discount and extended price column.
4 votes -
Sorting Reporting Data by header fields, like owner, date, recipients, etc.
In the Reporting tab where you can see all your documents we would like to able to sort and order the documents by the headers and be able to search all the documents by more than just the title.
1 vote -
Most recent documents at the top first in Salesforce
if there is a way we can set salesforce to show the most recent PandaDoc documents at the top first.
2 votes -
When bulk downloading ZIP file, each pdf name should match the csv document title.
When bulk downloading ZIP file, each pdf name should match the csv document title.
4 votes -
Disable the option to edit a completed document
Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
would like to have a toggle to remove the ability to edit a document.29 votes -
disable email forwarding
ability to disable document forwarding for public view.
4 votes -
Change the placeholder of variables and automatically make a hyperlink in PandaDoc from Hubspot
From a customer, "you should be able to put a label on a variable".
4 votes -
modify the document sent message view
If we send a document to our customer the email contains a link to the document only. We want the mail to include the document itself as well as an attachment in pdf form.
2 votes -
24 votes
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Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents.
Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.
13 votes -
Update Contacts via mobile app
Ability to update the contacts list via mobile application!
4 votes -
contract risk analysis using AI
contract risk analysis using AI
2 votes -
Moving pricing table sections above column names
Moving pricing table sections above column names
5 votes -
Version history for completed documents
After a contract has been signed, I'd like to be able to go back and look at prior versions of it -- ie, view the version prior to the final revision that was signed
8 votes -
Have a "DONE" button on the clients side after they complete their suggestions.
It is hard to know when a client is done editing a document. It would be ideal to receive a notification that they are done, rather than a notification for every edit they make. This will ensure we are both not working on the document at the same time.
This feature would be best to be an option that can be turned on or off, so that you could still allow a team to work both live in the document.
6 votes -
Agera
integration with Agera
1 vote -
More comprehensive pricing table design settings
Have pricing table global design settings (section header typography, text typography, description typography) also available in design settings of a single pricing table
17 votes -
1 vote
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Gridlines / Ruler
Would love a gridline or ruler option to overlay on page to help with lining up text & images
25 votes -
1 vote
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