6612 results found
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Filter Documents by Contact's email
wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view
5 votes -
113 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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2 votes
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Adjust expiration warning timeframe
Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.
7 votes -
Support vectors
Support uploading vector graphic such as logos in eps format.
3 votes -
CRM Product fields are passed over tokens/variables
Products from Hubspot can be passed not only over pricing tables but also in the documents itself
21 votes -
1 vote
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Copper Sync - Refresh Document
Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes
2 votes -
Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers
Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd
122 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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7 votes
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3 votes
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2 votes
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Personalized links: White-label document URL (recipient link) / Customize the links for documents
So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that
113 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Quickbooks Desktop
Diff requests for improvement of Quickbooks integration:
- Integration with Quickbooks Desktop
77 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Conditional Logic set up in Pricing tables
Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.
215 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you! -
Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field
Pop-ups when client is hovering over some parts of the document.
38 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, by using placeholders within text fields, you can provide additional details to document recipients. You can learn more here.
We hope this feature can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap. -
Email Signature Block
Email signature block.
10 votes -
16 votes
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Avoid the verification process with micro deposit for ACH transactions
The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.
12 votes -
22 votes
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