6788 results found

1. Word redlining transferred to PandaDoc after the upload

   Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

   8 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Set recipient name after it's in Sent status

   Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)

   1 vote

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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3. Preview a Template / Form / Document

   Preview a template when you are in the "Templates" tab

   15 votes

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   Idea  ·  4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. Automatic notification to check the document before sending it (after it's approved)
   1 vote

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5. Locking the approved document to prevent accidental changes
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6. Sync products from HubSpot Products and Quotes with PandaDoc catalog

   Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog

   33 votes

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   Idea  ·  6 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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7. "Download all" checkbox selects ALL documents

   "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

   9 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. Improve bulk download for huge amount of documents (1500+)

   Users are having issues if they bulk download 1500+ documents, the link is never delivered

   10 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. Delayed charge for an invoice

   Collect a payment and have it charged like a week later?

   6 votes

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   Idea  ·  0 comments  ·  Payments  ·  Delete…  ·  Admin →
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10. Stripe: Detailed Line Items from Pricing Table

    With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

    7 votes

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    Idea  ·  0 comments  ·  API  ·  Delete…  ·  Admin →
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11. Custom columns are not hidden by default

    When a custom column is created in the pricing table via the API call, it is hidden by default and you have to make it visible by going to the "Add column" button -> Select column in the pricing table. The feature request is to get this custom column visible by default

    4 votes

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    Idea  ·  0 comments  ·  API  ·  Delete…  ·  Admin →
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12. Move documents across workspaces and keep the statuses

    Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    209 votes

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    26 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

13. Ability to send a completed PDF to both the sender and the recipients.
    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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14. include the Bill To First and Last Names to Authorize.net payments

    include the Bill To First and Last Names to Authorize.net payments

    2 votes

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    Idea  ·  0 comments  ·  Payments  ·  Delete…  ·  Admin →
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15. The option to skip an approver if needed.

    I would like to set up two approvers on all my templates - first our head of sales and then second our CEO. Would it be possible to somehow make sure that the 1st approver doesn't need to approve the document again if the CEO makes an edit on it?

    So, if the document is approved by CEO, the sales rep won't need to approve but if the sales rep approves it, CEO will still need to approve it.

    14 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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16. Add a message about a reminder's successful delivery
    1 vote

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17. Customer Facing Tutorials

    Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.

    Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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18. TaxJar

    TaxJar integration

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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19. Require one option for a recipient to sign instead of having more options

    Require one option for a recipient to sign instead of having more options

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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20. Insightly: Pull product data from Insightly to PandaDoc

    The customer is requesting to pull product data from Insightly to PandaDocs as part of the native integration.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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