3784 results found

1. Improve Customer Matching to Prevent Duplications in Stripe

   Currently, when a document containing the card details field is created in PandaDoc, and the customer already exists in Stripe, the system does not properly match the records. As a result, a duplicate customer entry is created in Stripe. As a solution, it would be great to implement an enhanced customer matching mechanism that can verify if a customer already exists in Stripe before creating a new entry.

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →

2. Split Payment for PandaDoc Subscription

   Have the ability to split your payment for the subscription (for example, if the amount is larger than credit card limit)

   3 votes

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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →

3. Have all the Installment details be visible to the approver

   Have all the Installment details be visible to the approver

   2 votes

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   1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →

4. Option to Disable Payment Reminders for Individual Documents

   Option to Disable Payment Reminders for Individual Documents.

   6 votes

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   2 comments  ·  Other  ·  Delete…  ·  Admin →

5. Shipping Fees in Pricing Tables OR Product Fees that follow Quantities

   The ability to add specific fields for S&H by product, as well as having those fees be subject to quantity options.

   1 vote

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. 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!

6. Filterable criteria to simplify API response consumption

   Introducing filters for returns for users, members, and workspaces would allow us to get these things by individual instead of having to sort a list on our side.

   1 vote

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   0 comments  ·  API  ·  Delete…  ·  Admin →

7. Updating member role via API call

   Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.

   1 vote

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   1 comment  ·  API  ·  Delete…  ·  Admin →

8. Update Signing order via API

   We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.

   3 votes

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   2 comments  ·  API  ·  Delete…  ·  Admin →

9. Update branding in Signing View

   We would like an endpoint to update the branding a signer sees in the Signing view, so we can programmatically update the logo of a workspace.

   1 vote

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   0 comments  ·  API  ·  Delete…  ·  Admin →

10. Payment Installments available with API

    Currently using API for their payments and would like to be able to set up installments via API workflow.

    1 vote

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    0 comments  ·  API  ·  Delete…  ·  Admin →

11. A permission for custom roles allowing to provide access to Webhooks settings

    A permission for custom roles allowing to provide access to Webhooks settings

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →

12. Option to bulk download documents directly

    Option to bulk download documents directly instead of receiving a link to an email

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →

13. Restrict send documents on someone's behalf

    restrict send documents on someone's behalf

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →

14. Ability to copy and paste table to a different document

    Ability to copy and paste table to a different document

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →

15. Use Greenhouse template to create a document

    Option to use the template available in Greenhouse instead of Greenhouse selecting template in PandaDoc

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →

16. Contract Repository: Mandatory Data Fields for Contract Repository

    Ability to configure data fields as mandatory, ensuring that users are required to fill in specific data fields when creating a document.

    2 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →

17. Data from a single PandaDoc field to be distributed across multiple HubSpot properties

    A user might have a "Full Address" field in PandaDoc, and they want to map this single field to different properties in HubSpot, such as "Street Address," "City," and "Postal Code." Currently, they would need to create multiple fields in PandaDoc for each specific property, which complicates the document creation process.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →

18. Ability to pass line item image from HubSpot

    Ability to pass line item image from HubSpot

    4 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →

19. Role Permission pop up notification

    Some Roles needs to be enabled for users to perform objectives, it would be better to have a pop up of which part of the Role nees to be enabled.

    User 1 Admin Role
    User 2 Limited Member Role
    User 3 Member Role

    Admin and Member Roles can make changes on quotes while Limited member Role can't make changes and they need to check each side by side on the role comparison to determine which needs to be enabled and disabled.

    The Aks: It would be best that when a Role with limitations makes a change on a document if there is a needed part of the Role to be enabled it pops up on the screen (You don't have can edit xxxx) message.

    This gives the user an idea of why they can not perform such task and can just notify the admin of the roles they need enabled.

    Some Roles needs to be enabled for users to perform objectives, it would be better to have a pop up of which part of the Role nees to be enabled.

    User 1 Admin Role
    User 2 Limited Member Role
    User 3 Member Role

    Admin and Member Roles can make changes on quotes while Limited member Role can't make changes and they need to check each side by side on the role comparison to determine which needs to be enabled and disabled.

    The Aks: It would be best that when a Role with limitations makes a change on a document if… more

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →

20. Ability to adjust the email footer text based on the recipient's language.

    Ability to adjust the emails footer text based on the recipient's language.

    2 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →