7267 results found
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Update List Price column in SFDC
Update the List price column via 2-way sync in SFDC
1 vote -
PandaDoc API: Ability to create catalog categories from api
Ability to create catalog categories from api.
Right now the only way to create Catalog categories in bulk is by uploading a csv with catalog items which already have a category assigned (along with their sub-categories).
Would love to do this via api :)1 voteHi,
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:
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Allow Admin to login as other users to verify account settings and/or troubleshoot
As an administrator, I would like to login as another user to view better understand the platform from their settings. Allow myself to adjust their settings if necessary and troubleshoot any issues they may be experiencing.
1 vote -
Custom role which allows creating workspace roles
We would like to allow Admins to create roles and assign them to their members within their own Workspaces.
1 vote -
PDF tools
Would like merge and split pdf and more.
1 vote -
Auto Save for the Quote builder
It would be awesome to have Auto Save for the quote builder. That way if someone accidently exits out of the tab, it'll still save.
1 vote -
User Analytics Report
The user analytics page should include the capability to customize additional columns around user accounts, such as create date, last login date, and last document creation date.
The "User Usage Analytics" Screen should allow the ability to see all users in the tenant, not just ones with an action associated (i.e. if they've never created, sent, modified, etc., When I click the "Save Report" button nothing happens; should download the screen as a report that shows aggregate vs having to export all the data and try to use a pivot table for something so simple.
Need a Workspace report that…
1 vote -
Have the ability to redact information in downloaded PDFs
Like a way to redact sensitive information from PandaDoc documents before sharing with lenders, either by editing the PDF or receiving a redacted version.
1 vote -
Quickbooks product description mapping
We need the product description to map from Pandadocs into Quickbooks without it updating the Product library in Quickbooks
1 vote -
Have signature certificate as one page instead of two
We, like many school districts or companies around the nation need to print out the contract after someone signs it. Since Pandadocs has redesigned the signage page, we now have to print out 2 pages, just for the electronic signage data trail, which is a pain. This was not the case in 2024, as I have been doing employee contracts like this for years via Pandadocs.
1 vote -
Text style bold in the column name in the quote builder
Text style bold in the column name in the quote builder
1 vote -
Payment Method Zeller
Add the option to use "Zeller" as a payment method
1 vote -
Add Margin & Padding option on header of page
Hey ! In my opinion, it would be a good idea to add a margin and padding option for the page header, because when you make quotations and the automatic page break occurs, if you download the PDF it doesn't look good on the following page because the content sticks to the header, which can give a bad image of the company to potential future customers.
1 vote -
Add Collaborative Members to a form
Goal is that Members can edit, send links, and see responses in the form like the creator. Example would be google forms, it can have many editor that has either set permissions or all the permissions like the creator of that form. Side note. I am loving Panda Doc's as I am learning to use it. Thank you!
1 vote -
1 vote
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1 vote
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Automation: Add Triggers like Expired and Declined Documents
other triggers in automation like declined or expired
1 vote -
Update unit cost in Hubspot
Update unit cost is the line item cost is changed in PandaDoc
1 vote -
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
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