6899 results found
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Ability to remove the "by [client name]" section of a form
Ability to remove the "by [client name]" section of a form
1 vote -
Have synced text fields across templates so if the user changes the text in one template it would change in the other too
have synced text fields across templates so if the user changes the text in one template it would change in the other too
https://pandadoc.zendesk.com/agent/tickets/5680471 vote -
Salesforce: not to pull discount
In case the product has a discount in Salesforce, have an option not to pull this discount to the PandaDoc document. For now, the discount is pulled automatically into the hidden column.
1 vote -
Show where the suggestion was made in the recipient's view
Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.
1 vote -
See the number of downloaded documents
We would like to see the number of downloaded documents on our dashboard for our statistics so that we know which documents have been downloaded and which not.
4 votes -
Restrict folder without changing user role
Customer would like the members to be restricted in accessing a specific folder containing documents in their document tab.
4 votes -
option to have a fillable field without any assigned recipients
option to have a fillable field without any assigned recipients
5 votes -
option to edit text blocks by recipients
option to edit text blocks by recipients without redlining
4 votes -
Change invoice billing currency
Change invoice billing currency ( Recurly )
4 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Integrations with Asana - Asana form to automate drafting a Template
My organization's workflow involves an Asana form where I copy and paste the info into our Pandadoc templates and send the documents out for signature. It would save me a lot of time if this process could be automated! I am also asking for Asana integrations.
2 votes -
variable with equation
Customer would like a variable that is capable of mathematical equation like the pricing table,
1 vote -
customize the email notification message sent to the recipients that the document is waiting for payment.
customize the email notification message sent to the recipients that the document is waiting for payment. Currently, the default message is " " document has been signed and is now awaiting payment"
5 votes -
Add Zapier trigger to Change document name after completed
Add Zapier triggers, allowing document names to be changed automatically after completion.
1 vote -
Set field placeholder language based on the recipient's language
Option to set field placeholder language based on the recipient's language. For now, in case PandaDoc interface is in Spanish, the fields are added to the document with placeholder in Spanish and the recipients (no matter which language they use) will see Spanish.
2 votes -
Zoho mobile app
Option to create a document from Zoho mobile app
1 vote -
Pricing table footer - show lines/borders
Pricing table footer display the table. This request is specifically asking for there to be lines/borders in the 'total' section at the bottom of the pricing table.
1 vote -
Swap multiple fields at once
The ability to change multiple fields to a different type in one go. (currently, the auto-placement of fields feature adds text fields for spaces where date is needed)
1 vote -
frontapp CRM
We use frontapp as our CRM tool. I would like for it to fire based upon a comment or tag being added. (frontapp is a layover for gmail but allows for notes to be taken about contacts, allows for other app integrations, and allows for commenting under email threads). It also turns these emails into tasks for staff. The goal is once the pandadoc is signed by all parties, details of when customers begin are added to our google sheets, and to our quickbooks along with the attachments they have provided.
1 vote -
Complete description when a credit card payment fail with PandaDoc account
Show full description on why a credit card has been declined when paying for PandaDoc subscription instead of just showing failed
3 votes -
PandaDoc online validation tool
PandaDoc online validation tool where you can validate/verify the document
1 vote
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