3784 results found
-
Improved formatting of audit trail timestamps in the exported file.
I've used DocuSign in the past and it provides a clean Timestamp of every action that downloads in tandem with my document. I've tried the CSV download but it's not exactly what I'm looking for.
2 votes -
Flatten the Certificate Signature
Flatten the certificate signature so there is no option to copy the signature from the certificate
2 votes -
Bypass Inline Field function
Currently, holding the Shift key is the necessary method for placing a field in a specific location without disturbing the surrounding text.
Having a dedicated toggle to switch between inline fields and manual drag-and-drop would be a valuable addition to the editor.
2 votes -
Map Microsoft Dynamics Discount Total
Have a function to map Microsoft Dynamics Discount Total to the Pricing Table in PandaDoc.
2 votes -
Creating email notifications/ tasks sent to the document owner/ sender
Some customers are working with the contract end date, which doesn't necessarily is the same as the document's expiration date. The option to set up tasks, even manually, would be useful so that our users don't forget to, for example, follow-up with the customer after the contract ends. Such a task should also result in sending an email notification to the chosen email address.
2 votesHi,
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 link below:
-
Reorder columns in Data Reports
A way to reorder columns in the document data reports
2 votes -
Pass custom product fields into pricing table on Template instead of Document using Hubspot
Pass custom product fields into the pricing table on the Template instead of the Document using HubSpot
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!
-
Approval before invoice generation in Quickbooks
Adding a required approval step first before any invoice in QuickBooks is created or sent:
- Continue sending quotes via PandaDoc
- Require internal approval before invoice creation
- Prevent automatic sending of invoices until approval is completed2 votes -
Syncing PandaDoc Pricing Table Subtotal to HubSpot Contact Property
We would like to request the ability to expose pricing table section-level subtotals as usable variables/tokens that can be mapped and synced to a HubSpot contact property when a document is sent.
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!
-
Enable Auto-Numbering for Smart Content Blocks
Currently, when inserting content through the Smart Content Block, the auto-numbering functionality is not applied to the inserted content. This causes inconsistencies in numbering and requires manual adjustments.
2 votes -
Remove payments in a document level
On the new editor, you are only able to remove payments on a template level. Please add back the functionality to remove it on an individual basis on a document level.
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!
-
Change text color on a cell in Quote Builder
Allow to change the color of numbers or text each cell in a Quote.
2 votes -
Default Recipient Permissions on the account level
Have the ability to set default recipient permissions for the entire Workspace (currently only available on the template level)
2 votes -
Copper: Search for part of an opportunity name when linking a document
PandaDoc does not support searching for parts of the name, but this would be a useful feature. When searching for a deal, the Copper Integration needs you to put the full deal name to locate it.
2 votes -
Reflect Document Title on Email Subject Line (Bulk Send)
Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.
2 votes -
Duplicate Field to all pages
Have the ability to duplicate fields to all pages in the document
2 votes -
Automatically Send PDF Copy to Approvers After Internal Document Approval
Currently, a PDF copy of a document is only generated after full completion by all parties. It would be great to enable PDF generation after a document is approved by an internal approver.
2 votes -
Apply white label for collaborator notification
Apply white label for collaborator notification
2 votes -
Remove CC recipient from Expired document
Ability to remove a CC recipient from an Expired document
2 votes -
Remove Option to Turn Off Identity Verification
Please add an option to prevent users from turning off identity verification on documents. Once enabled, users should not have the ability to disable it.
2 votes
