7127 results found
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Simplify Manual to Complete Status Change
Need to have a simple ‘manual complete’ the document feature, similar to 1.0 On 2.0 you have to be on the main company list of docs, find yours and then click on the 3 dots, then manually complete, download and then upload back into zoho. Too many steps that slow down the process. Should be easy, click manual complete, insert PO# and/or brief statement, and should automatically go into zoho. (similar to 1.0)
This is especially true if a client doesn’t complete the document using the online signature. It take more steps to complete manually on 2.0 than on 1.0…
5 votes -
5 votes
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2 votes
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Customize information passed to QuickBooks
Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.
17 votes -
2 votes
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update prices when duplicating
When you replicate an old document it doesn`t update the prices that have been updated via import.
Example: i have a document made in january 2021, i made a price csv. import to our catalog in february, when i replicate that document, it comes with old prices from january, not the new updated prices in the current catalog.
So if you replicate lots of documents that sometimes have 100 lines of products inside the pricing tables, you have to manually remove and re-add the items, in order to show the correct updated prices.
Imagine the frustration and the workload in…
1 vote -
1 vote
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Give the recipient of the form the ability to replicate a part of the form.
As an example, when you go to insure your car, for additional drivers, the form gives you a + option which expands for each additional driver creating a new section asking all the same questions.
I would love to have this option available to any section of the form, so a recipient could replicate if there is more than one person etc.
1 vote -
Instructional Bubbles to Guide Recipients
Instructional bubbles to guide recipients in filling out the document,
20 votes -
Add Shipping Cost as an option in pricing table row
Ability to add a shipping cost row into the total of the pricing table.
4 votes -
4 votes
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Disable access to the document for recipients once it's completed
Disable access to the document for recipients once it's completed
21 votes -
Built-in Document Translator: Option to convert the document content to another language
built-in translator within PandaDoc
61 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Recipient Feedback
Feedback feature that we can get after the document is signed. Like just a rating on how we went as a company or something like that.
3 votes -
API Dynamic replay to email
When sending a document via the pandadoc API it is useful to set the replay to email per document. This way the emails can be routed to an individual vs a system user.
1 vote -
Send Images as Token Data via Zapier
Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.
11 votes -
add a video or a link to add the picture of the person signing. It might not be too much development but this would give you a higher level
add a video or a link to add the picture of the person signing. It might not be too much development but this would give you a higher level of security which is what the regulators are preaching in Switzerland.
1 vote -
ability to remove the privacy disclaimer when signer is signing the document
ability to remove the privacy disclaimer when signer is signing the document
5 votes -
Retroactively Attach PDF in Salesforce Opportunity
Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.
4 votes -
add Office 365 as an option to login in the PandaDoc Mobile App
add Office 365 as an option to login in the PandaDoc Mobile App
7 votes
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