7266 results found
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Sorting of Tags
Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.
8 votes -
Zendesk Sell pull more contact variables(tokens)
At the moment only the first name, last name, email, company and phone of a contact could be pulled from Zendesk cell into PandaDoc (doesn't matter if a document is created from a deal or contact). It is possible to pull street, postal code and city only using the tokens from a gear icon when a document is created from a deal (for example, [Contact.City]). The feature request is to be able to pull those fields (city, postal code, street, etc.) for any contact
2 votes -
Separate Google Drive per User
Allow each user to upload from separate google drive accounts rather than the same google drive account
2 votes -
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
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