7171 results found
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Enlarge Signature Field via Mobile app
Would like to enlarge the signature field to easily draw signatures when sending document to clients.
18 votes -
Support More than 10 Files When Importing PDFs to Editor
Currently, we have a limit of only being able to import 10 PDFs at a time (separate from bulk import). Clients would like to see this limit increased to support much more, ideally around 20 at a time.
1 vote -
Variables for Quote builder section subtotal
It would be great to get the section totals to appear as variables vs. only the quote total.
1 vote -
Ability to mask field tags on PDF documents populated via API
Ability to mask field tags on PDF documents populated via API.
For example, a form where a signer enters their Social Security number. Mask the SSN number for security.1 vote -
Generate a SCIM token on PandaDoc's end
At the moment when configuring SSO SCIM provisioning, a user has to use a third party tool to generate a SCIM token and paste the SCIM token's on PandaDoc's end and on IDP's end. The feature request is to have an option to generate a SCIM token on PandaDoc's end.
2 votes -
Quote builder: show discount column if the discount is 0% or $0
Show discount column in the quote builder for the recipient if the discount is 0% or $0
2 votes -
Quote Builder: Custom Column Total
Have the ability to add the total of the custom column in the totals tab.
3 votes -
Formatting properties as percentages
HubSpot properties that are numbers formatted as percentages (%) currently appear in PandaDoc documents as decimals. It would be great to have them formatted as percentages, like the HubSpot formatting (i.e. 65% rather than 0.65).
1 vote -
Setting google the only option when trying to log in
When trying to log in, I want Pandadoc to just provide Google as the option and discard the other options because this is what required by our IT
2 votes -
Routing functionality for whitelabeling
Ability to intelligently route responses to a specific inbox when using whiteladeling
2 votes -
variable that will display the document currency on the document
a variable that would allow us to display the document currency on the document
1 vote -
QuickBooks Online Taxes and Discounts
Currently discounts and taxes do not transfer from PandaDoc to QuickBooks Online. The feature request is to be able to do that.
3 votes -
2 votes
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Instamed to be added as option for payment gateways
Instamed to be added as an option for payment gateways
2 votes -
link document to another document
When we have a signed agreement, that agreement can be linked to another agreement.
2 votes -
Do not link document to the CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM
Do not link the document to a CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM
2 votes -
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.
1 vote -
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 -
Mapping the Item description to the invoice
We customize each product description in Panda Docs and woudl liek to see that mapped to the client invoice.
1 vote -
Trigger Approval Workflow by Document Owner
I really like the approval workflow feature. One enhancement that would be incredibly useful is the ability to trigger approvals based on the document creator/sender/owner. This would allow teams to set up approvals specifically for documents created by new PandaDoc users, ensuring quality control without needing to review every document from more experienced users. Currently, the only workaround is to create separate templates for that subset of users and ensure they’re used, which can be cumbersome and less scalable.
1 vote
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