7116 results found
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Removal of content locking option for Business plan and lower plans.
Removal of content locking option if it is not available on the current plan.
2 votes -
50 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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can't finalize document without filling at lest 1 field (optional)
If the signer didn't fill any field in the document, he or she can't finalize the document. Or they should see a notification that signature certificate wouldn't be generated
2 votes -
[Pipedrive] map document status with Deal status
Trigger Completed Document connected to Pipedrive deal to automatically change to Won status
8 votesHi Pandas,
I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.
Here’s what we are building:
CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.
Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.
Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.
Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.
We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.
Timeline Preview: Expect to see these functionalities rolled out in Q2.…
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3 votes
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bulk-sent documents should inherit the source template reminders' setups
bulk-sent documents should inherit the source template reminders' setups
2 votes -
4 votes
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8 votes
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Change the sender
Change the document sender to any email without using Send on behalf.
21 votes -
2 votes
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Use Payfast in South Africa
PandaDoc does not have any integrated Payment gateways that can be used in South Africa.
2 votes -
3 votes
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Document deletion restriction for non-admins/managers / restrict deleting completed documents
There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.
Ability to only delete drafts and approved contracts, but not signed contracts
10 votes -
1 vote
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Save ACH payment details for future payments
Save recipient's ACH payment details for future payments
31 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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Receive invoices for accounts with Automatic collection method
I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.2 votes -
Let recipients view a doc only after they view some statement
It seems to me that the recipient is not been shown a GDPR / privacy statement about the tracking capabilities withing PandaDoc. Can I change it so that before a user can see the document, he has to accept the GDPR terms?
1 vote -
Typeform
Customer wants to integrate Typeform with PandaDoc to prefill a document with values.
4 votes -
4 votes
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Customer Specific Pricing
Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.
2 votes
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