6887 results found

1. Customize PDF name
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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Automatic PDF attachment to email within the Bulk Send feature

   Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

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3. Ability to send a completed PDF to both the sender and the recipients.
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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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4. include the Bill To First and Last Names to Authorize.net payments

   include the Bill To First and Last Names to Authorize.net payments

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   Idea  ·  0 comments  ·  Payments  ·  Delete…  ·  Admin →
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5. TaxJar

   TaxJar integration

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6. Show USD currency on PD Billing page
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7. Save PandaDoc to the desktop via drag and drop

   Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.

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   Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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8. Payment gateway for Converge Pay processed by Elavon

   Payment gateway for Converge Pay processed by Elavon.

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9. Upload signatures larger than 1 MB
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10. Allowing to open the link to the recipients of this document only

    Allowing to open the link to the recipients of this document only. So if the link to this document was forwarded to anyone else it will not open.

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11. Search bar within list of related documents in Hubspot
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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12. Ability to break one workspace into multiple teams
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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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13. WaveApps

    WaveApps to create and send invoices for integration

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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14. From Completed to Viewed

    Change document status from Completed to Viewed manually

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15. Autoassigning recipients to roles in CRM integrations
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16. Ability to set variable values for several documents
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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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17. Cross-site tracking

    Allow integrations (Hubspot in particular) work without enabling cross-site tracking.

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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18. Shift + Paste to paste without formatting (same as google docs)
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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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19. Document forwarding

    CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

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20. payment limit

    Implement an ability to set up the limit for the document's payment amount for PandaDoc users. For example, I am the business owner and I have a sales rep. I don't want my sales rep to be able to send document with the payment amount > 25 000$ (because I collect amounts > 25 000% in another way)

    2 votes

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    Idea  ·  0 comments  ·  Payments  ·  Delete…  ·  Admin →
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