3784 results found
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Do not auto sent Quickbooks Invoice
We do not want a quickbooks invoice sent immediately. We'd like the invoice to be generated once a contract is signed. We need the opportunity to split an invoice and generate custom payment terms.
2 votes -
Change payment terms in Quickbooks Invoice
Change payment terms in Quickbooks Invoice so that it can be due on a custom date instead of immediately.
1 vote -
2 votes
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[Smart Form] dropdown option for contact preset
We have a smartform set up and want to have a contact preset question offer a dropdown to select the appropriate email.
2 votes -
Salesforce: Refresh Data
We’d like to request the ability for all roles to refresh data and variables when using the Salesforce integration. Currently, it appears this action is limited to specific roles — enabling this feature across all roles would streamline document workflows and ensure data consistency.
4 votes -
Ability to adjust the automatic zoom on the mobile app
Option to have a setting to disable or reduce automatic zoom functionality
3 votes -
Map dropdown field to QuickBooks Online
you can create custom fields in PandaDoc to include dropdowns for selecting project-related markets. This customization can be reflected in the proposal and transferred to QBO if mapped correctly
1 vote -
Ability to map products to pricing tables and pricing section in bulk
What I am asking for is the ability to do this rule mapping in bulk – such as an upload feature from a spreadsheet. I have many many rules I need to add to each pricing table. I want to be able to do this once – not for each individual rule.
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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Apply merge rules for the pricing table in bulk
What I am asking for is the ability to do this rule mapping in bulk – such as an upload feature from a spreadsheet. I have many many rules I need to add to each pricing table. I want to be able to do this once – not for each individual rule.
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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Option to add attachments to the Room home page
Would like to be able to add attachments such as a PDF to the home page
3 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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Option to access previous document versions directly in the PandaDoc interface
For example, if a document was signed, then edited, and signed again, it would be helpful to have access to the PDF copy of the original signed version before the edits were made.
10 votes -
document and template create date to change when you make changes to it
When making a change to either template or document, the creation date should change based on the latest changes
2 votes -
Multiple eSign disclosure agreements per workspace
The ability to add multiple eSign disclosure agreements per workspace would be helpful.
2 votes -
2 votes
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Embedded Editor: support Card details field
Option to support the Card details field when using Embedded Editor (API).
3 votes -
Ability to apply default identity verification method for all existing templates/documents
Ability to apply default identity verification method for all existing templates/documents
1 vote -
Hide the Timeline panel on the right side of the Overview page
Hide the Timeline panel on the right side of the Overview page
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Fillable Fields: Ability to set a conditional rule for Initials
Have the ability to set a conditional rule for Initials so when the recipient chooses to put their initials on 1 field, they can't put it on the other.
3 votes -
Identify Bulk Send Documents via API
Adding a filter parameter to List Documents API endpoint that would identify only documents sent using Bulk Send.
2 votes -
Disable document download for collaborators
The option to disable document download for Collaborators (guest license users).
5 votes
