7484 results found
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ability to sent a copy of the document (pdf) automatically even if it hasn't been completed
ability to sent a copy of the document (pdf) automatically even if it hasn't been completed
1 vote -
15 votes
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custom roles can be approvers in workflows
allow custom roles be approvers in workflows
9 votes -
Field Cloning
I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.
3 votes -
Notification for signed but did not hit the Finish button
Notification for signed but did not hit the Finish button
23 votes -
Check uploaded documents for viruses
Our users upload PDFs to PandaDoc for signing and then copy them from PandaDoc to our servers for our records. I wwould like to make a feature request to have files scanned for viruses prior to uploading. Thank you.
1 vote -
create hubspot ticket (task) once once PandaDoc is submitted
want to be able to create hubspot ticket (task) once once PandaDoc is submitted (without Zapier, but with the help of the native integration)
7 votes -
Shared templates are added to the "All templates" folder
Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.
11 votes -
Immediate payment option in billing page
Immediate payment option in billing page
1 vote -
Save fields values' when a document is downloaded as docx(word)
At the moment Fields' values are lost when a document is downloaded as .docx
29 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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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
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