7118 results found

1. Pull Salesforce documents under Notes&Attachments into PandaDoc

   Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments

   2 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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2. Recipients can upload visible in a document images / files

   Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

   29 votes

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   Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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3. CC'd recipient: document status change

   When the recipient is only CC'd, the status should be changed to Viewed - Completed when the recipient reviews the document.

   8 votes

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   Idea  ·  1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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4. requesting recipients' consent for tracking activity before opening a doc
   1 vote

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   Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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5. Edit documents withour resetting document analytics
   2 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. Text search option - Sort by folders

   An option to search a specific word and sort out the results by folders.

   3 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. Allow the account holder to opt-in to auto pay in Settings.
   1 vote

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   Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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8. Ability to regenerate document links

   Re-generate links in case you've provided recipients with the wrong one without having to edit the document

   5 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. The ability to support multiple roles in salesforce
   1 vote

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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10. Use Salesforce integration On iPad

    Salesforce integration with Pandadoc on Ipad

    12 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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11. Show the exact time document status was updated in Analytics (not 15 hours ago, but an accurate time)

    See exact date and time of document completion in the web view

    2 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. Hide document amount for payment before it is signed
    1 vote

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13. Add Document declined trigger event in Zapier

    2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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14. Add Document sent trigger event in Zapier
    1 vote

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15. Paperform

    paperform native integration: pull data from new submission to the doc

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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16. Ability to save PandaDoc documents as p7m files
    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Delete…  ·  Admin →
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17. The ability to provide a users’ management in order to automatize the user’s onboarding via API
    1 vote

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    Idea  ·  0 comments  ·  API  ·  Delete…  ·  Admin →
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18. Export sections of a document

    Export sections of a document instead of the whole document

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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19. Pop-up with customizable text when a recipient declines document
    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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20. More than two letters as Initials

    The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

    7 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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