7127 results found
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Corelation Credit
Some credit unions use this and would love direct integration. Customer will move once we have it
2 votes -
MeridianLink
Lost a 100 user customer due to not having a direct integration
1 vote -
Ability to seprate PDF pages on a completed doc
need to separate out each document into it's own pdf.
1 vote -
Complete Upload File Field at Template Level
Be able to upload a document to the upload file field at the template level so that you do not have to add it at the document level each time a document is sent out (this is to be done by the sender of the document and the attachment is always the same)- This would allow for attachment to be in body of document rather than at bottom of page
1 vote -
ArchiOffice
Integration with ArchiOffice
ArchiOffice is a project management software for accountants. https://www.bqe.com/products/archioffice1 vote -
CJIS Compliance
Particular agencies need to work with vendors that comply with CJIS standards. More information here: https://www.fbi.gov/services/cjis/cjis-security-policy-resource-center
2 votes -
Make PD FedRAMP compliant
Some federal agencies require a cloud provider to meet a certain criteria before they can work with a vendor. This authorization process is outlined here: https://www.fedramp.gov/
12 votes -
1 vote
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Show account owner/admins to members
At the moment a user with a member role do not have access tot he eam, therefore, can't find out account owner/admins
1 vote -
Filter criteria for the dashboards view per date range
Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?
13 votes -
Image Layout in EV2
To have the image layout from EV1 to be available in EV2.
4 votes -
Ability to See Attachments on Mobile App - Ios
Attachments should be supported when viewing or signing on mobile app.
13 votes -
Quick view for pending documents needs to sign
Quick view for pending documents needs to sign
5 votes -
Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
18 votes -
compound tax in pricing table
A compound tax, or stacked tax, is calculated on top of a primary tax. A compound tax will be calculated when you add additional taxes to an item on top of the primary tax.
1 vote -
pdf download formatting looks different than in-app
PDF Download doesn't look the same as the user view. Page breaks, font size, color bleed aren't holding true.
11 votes -
Conditional Approval based on Line Item Type
Conditional approval based on the type of line item.
6 votes -
Sales Screen
Sales Screen Integrations
1 vote -
ability to add multiple choice option to sections, so that recipient could choose between sections
ability to add multiple choice option to sections, so that recipient could choose between sections
5 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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ability to see the name of the template/document you are going to delete in the pop-up window
ability to see the name of the template/document you are going to delete in the pop-up window
1 vote
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