2928 results found
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Hide rooms
Ability to hide rooms from users who are not part of them in the workspace
2 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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Signature workflow from Slack integration
Possibility to have an e-signing workflow from the Slack integration, similar to what happens in the GSuite integration (being able to sign PDF documents sent via chat).
1 vote -
Option to make fields when creating contacts required
The ability to make contact creation fields required such as Company.
1 vote -
Displaying custom integrations in the PandaDoc UI side panel
Option to display custom integrations in the PandaDoc UI side panel (under Extensions). For example, it would be beneficial if the Legal team had access to a custom integration to fill in, edit, or check the Customer ID/Project ID information.
3 votes -
ISO 27001 Certification
ISO 27001 Certification
2 votes -
2 votes
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Collect files field for Smart forms
Ability to use the 'collect files' field with Smart forms
5 votes -
add a recipient to the folder to sign the documents
add a recipient to the folder to sign the documents
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Volume-based pricing: remove the former price from the Quote builder
Option to remove the former price from the Quote builder in case products have volume-based pricing
3 votes -
Create Smart forms by uploading a file
Create Smart forms by uploading a file
1 vote -
PandaDoc CPQ for Zoho
PandaDoc CPQ for Zoho to streamline the quote generation process and save time for the sales team.
2 votes -
Set a limit on form responses
Have a way to limit the clients response to the form sent to them
7 votes -
Ability to create one invoice per customer transaction across payment gateways
Ability to create one invoice per customer transaction. Not make a separate one for PandaDoc and Stripe, or QuickBooks.
2 votes -
Salesforce trigger: automatically send copies of approved documents to "Files" in Salesforce
Is there a way to send the generated document to Salesforce after it's been approved?
2 votes -
Specify file location when uploading completed document to Greenhouse.
Ability to specify the file location when uploading completed PandaDoc document to Greenhouse.
2 votes -
Feature that disables the download option by default and automatically enables it once the document has been approved
Use Case: Users are required to generate documents that go through an approval workflow before being sent to customers. However, some users bypass this process by downloading the document immediately after generation and sending it outside of PandaDoc.
Ideal solution: Introduce an automation or developer-mode feature that disables the download option by default and automatically enables it once the document has been approved.
8 votes -
Volume-based pricing: show pricing range
Would like the volume-based pricing to be listed without having to hover over it
2 votes -
Share tags across workspaces
Option to share tags across workspaces
1 vote -
Disable Document via link for existing documents/links
Ability to disable the Send via link for existing documents and make existing links invalid.
2 votes -
Ability to remove Space if no variables is passed
The Ability to remove the empty spacing if no variable is passed.
Example: Not all have a 2nd address and if none was placed it will leave a blank, instead of a Blank space. To just add a custom spacing of pull in the next set of variables inline with the Template
3 votes
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