6985 results found
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[Bulk send] Edit documents
Edit documents that user would like to send in bulk
17 votes -
ACH payment across different payment gateways
ACH payment across different payment gateways
17 votes -
Sign on Behalf: When Original Signer is OOO
Ability to allow someone else to sign a document if the original signer is out of office,
17 votes -
Lever
PandaDoc integration with Lever (HR Recruiting software/CRM)
17 votes -
17 votes
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Skip cover page for page numbering
Page numbering in PDF starts from the first page, not with the cover page
17 votes -
Conditional fields for several recipients
Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.
16 votes -
Add Image Library to banner side/enable full access to edit Image Library
Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).
Enable full access for users to edit and recreate image library however they like.
16 votes -
google docs redlining/ Contract negotiation using google docs
Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.
16 votes -
Option to generate one document link for all recipients
Share a single document link with all recipients, rather than creating a unique link for each user.
16 votes -
[Quote Builder]: Ability to edit spacing in quote builder (Design)
Ability to edit spacing in quote builder (Design)
16 votes -
Conditional logic for variables
Conditional logic for variables: if the value of variable is "X", show the "Y" Variable
16 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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Import Contacts using CSV file directly to Pandadoc
Import Contacts using CSV file directly to Pandadoc
16 votes -
Volume-Based Pricing in Catalog Upload/Download
Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).
With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.
16 votesHi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team.
Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.
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Option to restrict access to the workspace for the Account owner/Admin
Option to remove Account owner/Admin from the workspace
16 votes -
Wise
possibility to integrate Wise (payment method) to Pandadoc
16 votes -
Restore Deleted Contacts / Contacts list version history.
The functionality to restore contacts that have been deleted and undo a contact import.
16 votes -
Ability to import information from Excel to pricing tables
Ability to import information from Excel to pricing tables
16 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- Copy Office Suite / Google Workspace / HTML tables into PandaDoc
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)
Would like to have a report to pull CRM created docs vs. PD created docs by user
Request rooted from QBR16 votes -
Auto-rename document logic / Rename Forms after completion
Once a document has been completed by a customer if it is possible for that document to automatically have a name change
16 votes
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