6974 results found
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Collect files drag and drop
Files can be drag and dropped into a collect files field
1 vote -
1 vote
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Static form
Forms can be uploaded as a static document, without signing/sending features.
1 vote -
Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document
Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document
1 vote -
1 vote
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Limit Bulk Send User
Limit the user of the bulk send
1 vote -
Show 2 decimal digits when rounding the price, discard the digits that go next
When calculating and rounding prices in the PT, 2 decimal digits should be taken into account. The third/forth, etc. digits should be discarded. I.e. if the calculation results in 100,0053, the price should be displayed as 100,00, not 100,01
1 vote -
Personal data collection warning
There is something very unappealing about PandaDoc. It is the fact that one must consent to a warning that personal data will be gathered. One gets this warning twice: on opening, and before signing. I don’t recall seeing this message with any competitor." Can the number of warnings be reduced or eliminated?
1 vote -
Pop up notification for admin for all users
Would like to have the capability of an admin to notify all users of announcements.
Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.
Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.1 vote -
Drift + PandaDoc
PandaDoc + Drift.com would provide a huge value to customers.
PandaDoc customers would receive notifications when prospects are viewing a proposal and answer questions directly within chat.
Customers could be routed to the representative that sent the proposal.
CRM would reflect both interactions providing teams with better insights on messaging.
1 vote -
1 vote
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1 vote
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1 vote
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Non-editable text block in PDF uploaded via API
Add ability to pass non-editable fields in PDF. This was documented before in https://developers.pandadoc.com/reference/new-document#create-document-from-pdf, as "text" type field in "PDF Field Tag Supported Types", but removed as it was not working. There's no other way to pass non-editable field via PDF upload, and that forces to use templates for such feature, which is inconvenient for end user.
1 vote -
Ability to pull products from Insightly
Insightly integration doesn't allow the customer to pull products (they have had to do their own API integration); was told by Insightly that it had to do with us still being on the old version of their API
1 vote -
self sign links
Ability to generate a link to the document when you are self signing a document
1 vote -
Sellsy
Have the native integration between PandaDoc and Sellsy
1 vote -
1 vote
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Drive CRM
Integration with Drive CRM
1 vote -
New payment gateway to be added - Paymentsense
We would like to ask for our payment gateway to be included in the integrations... We use Paymentsense (https://www.paymentsense.com/)
1 vote
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