6080 results found
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Ability to keep archived documents longer than 90 days
We want to keep the archived documents forever
2 votes -
Copper: Search for part of an opportunity name when linking a document
PandaDoc does not support searching for parts of the name, but this would be a useful feature. When searching for a deal, the Copper Integration needs you to put the full deal name to locate it.
2 votes -
Reflect Document Title on Email Subject Line (Bulk Send)
Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.
2 votes -
Add column headers/Customize columns on Dashboard
Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.
2 votes -
Duplicate Field to all pages
Have the ability to duplicate fields to all pages in the document
2 votes -
Add the ability to take a picture with an ipad and incorporate the picture into an existing template.
Our sales reps are using PandaDoc on the iPad to price and sell Landscaping jobs. We need to be able to take a picture of a sketch to further clarify the scope of work and have the picture incorporated into the proposal/quote.
1 vote -
Ability to link a document to a Pipedrive deal via PandaDoc ipad application.
Sales reps need to be able to open a new document via a template in the field and link the document to an existing Pipedrive deal using the iPad app
1 vote -
Open the template that is stored in a custom field on the Quote record in Salesforce, instead of manually choosing a template
We have multiple PandaDoc templates, and the correct template ID is stored in a custom field on the Quote record in Salesforce. When a user clicks our "Send with PandaDoc" button, we want PandaDoc to open directly with that specific template, without requiring the user to manually choose from the template list.
2 votes -
UKG Integration
Integrate with UKG.com
3 votes -
Edit Contact Info of a User in the Workspace
There's a current limitation that admins or owners are unable to edit a contact info in the Contact list for users in the workspace. Error: This contact is already a user in your workspace. Ask them to update their own email, or you can create a new contact.
2 votes -
Add on Services
I think it would be great for the "Product bundle" to be optional. like we can set it up on the back end but it may not apply for everyone I am trying to sell. So if would be able to be toggled on and off
1 vote -
Automatically Send PDF Copy to Approvers After Internal Document Approval
Currently, a PDF copy of a document is only generated after full completion by all parties. It would be great to enable PDF generation after a document is approved by an internal approver.
2 votes -
Apply white label for collaborator notification
Apply white label for collaborator notification
2 votes -
filter webhook history in the PandaDoc Developer Center using a custom date range
It would be great to have the ability to filter webhook history in the PandaDoc Developer Center using a custom date range, in addition to the existing preset options. This feature would make it easier to review and analyze webhook events for specific periods.
1 vote -
Webhook for Document Forwarding event
Please add a specific webhook event that triggers when a recipient shares a document with a new person. Currently, we receive an email notification for forwards, but there is no programmatic way to capture this event to automatically sync new stakeholders to our CRM or trigger follow-up workflows.
1 vote -
Option to disable signing order
Create a custom ROLE where we can disable Signing order
1 vote -
Remove CC recipient from Expired document
Ability to remove a CC recipient from an Expired document
2 votes -
Remove Option to Turn Off Identity Verification
Please add an option to prevent users from turning off identity verification on documents. Once enabled, users should not have the ability to disable it.
2 votes -
Printable Detailed Audit Log of Document History
Printable version of the document audit trail beyond the current CSV export, which contains excessive data and is not user-friendly for legal purposes.
2 votes -
Pass rich text formatting from custom CRM to PandaDoc
Text formatting such as bold, bullet points, and brackets from custom CRM (Airtable) does not translate correctly into PandaDoc documents during automation, causing unprofessional appearance.
2 votes
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