3010 results found
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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 -
Allow Changes to Original Items Reflect on the Same Item in a Shared Workspace
Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.
This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.
7 votes -
warning notification if the document is not yet viewed
warning notification if the document is not yet viewed
2 votes -
option not to change the fields names on template and document bundling
Ability or option not to automatically change the fields names on template and document bundling.
1 vote -
Send an email once a document is signed
Send an email to specific email or group of email once a document is completed or status changes
3 votes -
When a contract has been signed in advance - add a date for when the next document needs to be sent eg. the start date of the contract
When our contracts are signed the user doesn't have access until their start date. We need to send access details on the day the contract actually starts - not when it was signed or sent.
1 voteHi,
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 video:
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Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
2 votes -
Option to have 2 discount columns: percentage and amount
Option to have 2 columns that reflect discount: percentage and amount (with negative sign)
2 votes -
Add a fee column that would add the fee to all products in a pricing table at once, without having to type it in for each row
Need to add a column to a pricing table and have the fee apply to all products, without having to type it in for each row
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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Fields should tie to and update variables used in document
eg - CompanyName (field) pre-populates with Company.Name (variable) and variable updates when field changes.
PandaDoc's "AI" bot tool gives the below instructions (which are wrong) to do this. But it would be great if this actually worked.
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Yes, you can create a field in your PandaDoc template that prepopulates with the Company.Name variable and allows the client to edit it, updating the variable throughout the document. Here's how:
In your template, go to the Variables tab and find the Company.Name variable.
Copy the variable name without square brackets.
Click on a field in your template and select 'Properties' on…1 vote -
Configure the expiration period of user's sessions
Currently, the length of the PandaDoc session is 14 days. The customer requests the option to configure a custom session expiration period to increase security.
6 votes -
Rooms: only allow the assigned individual to "complete" the task from the task list
Currently, anyone with access to the room can mark off a task as completed. Would like to prevent this and only allow the member assigned to that task to be able to market as completed.
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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