7064 results found
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Russian localization
PandaDoc localization in Russian.
12 votes -
Signed document: Copy of signed document sent out to all recipients
example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically
3 votes -
Notification if the document is deleted
A way to get emailed if a documented is deleted.
2 votes -
Let the customer select optional items in pricing tables without assigning a field
I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field
27 votes -
Braintree
Ability to use braintree as a payment gateway
4 votes -
PandaDoc Style settings are applied to the text copied from another source
Expand Text formatting options:
- Don't transfer text formatting when the text is copied from an external resource
- PandaDoc Style settings are applied to the text copied from another source12 votes -
Auto number pricing table line items
Add line number to pricing table and auto increment each line to allow for a reference point in the table.
27 votes -
[Google Sheets] Pass token data
Ability to easily pass token data to Google Sheets or email after the document is completed
3 votes -
277 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Stripe + Plaid
Integration for Plaid with Stripe
https://stripe.com/docs/ach27 votes -
More Robust Analytics Reporting
The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).
19 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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3 votes
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Simplify the Stripe checkout process for in-person signing
All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.
It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.
3 votes -
Edit / customize text in all email notifications including Completion or Signed Email Message
Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.
Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995
249 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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The ability to pay the document right after you sign it
When there is more than one signer, the document has to be completed by all first, and only then it can be paid. The ability to show the payment option right after the payer signs and completes the document would help them process the payment faster.
7 votes -
Pull data from a template to a content library item with the help of tokens
I have a "general" template with my pricing table, and I add a library item in which I need to add the total price in a text. I'd like to add [pricingtable.total] token in the text of the content library item and populate the pricing table total from this 'general template'.
2 votes -
10 votes
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Change title [PandaDoc] Signed copy of "..." to a custom text.
When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?25 votes -
Hide borders for individual borders on the Editor 2.0
The ability to hide the vertical and horizontal line for each table individually in the Editor 2.0.
3 votes -
4 votes
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