7122 results found
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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 -
AI driven auto-fill using prior answer
AI driven feature to fill in questions for contracts or docs that had already had similar question answered prior.
5 votes -
Allow individuals outside the workspace and PandaDoc to be able to review documents (not approval workflow)
For example -- an individual would like a colleague to review a document (but not have to approve it for it to be sent out) who is not in the workspace and does not have a PandaDoc account.
1 vote -
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.
13 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
1 vote -
Support Vidyard custom links to paste videos
support vidyard custom links (available on the Enterprise plan)
1 vote -
Please can we add an invoice person to a signed Panda Doc -
be able to add an invoice person to a signed Panda doc - often we do not have the invoice person contact info and the signer frequently does not know until after they sign
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
35 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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Linked Content / Content Version Management
Its great to have the file upload option form online storage.
As an additional option would it be possible to authorize access then link to an external resource within a template? This could be limited to pdf documents and accessed in a similar way to the YouTube integration.
This would save users time transferring files and PandaDoc paying for additional storage capacity.
It could also allow for content versions to be managed externally.
For exampleyou have a partners logo pdf on Box.Net
this is linked in all the templates you want it to be shown
if you change partners
…1 vote -
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.
3 votes -
Freshworks
Client would like direct integration with freshworks
8 votes -
Dynamically pull images/field data from LogicGate program
Dynamically pull images/field data from LogicGate program
1 vote -
Timeline (Dashboard) updates itself once the contact is updated
We send documents to our contacts, but sometimes the contacts are changed. The dashboard version of the document seems to be keeping the old contact name in the activity log. So it should be a way to clear out the old contact's association with that email permanently.
3 votes
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