6796 results found
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11 votes
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11 votes
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[Payments] Australia Stripe BECS
if Australia Stripe BECS is supported for bank transfer payments for Stripe integration for Pandadoc
11 votes -
Russian localization
PandaDoc localization in Russian.
11 votes -
Document Approved notification
Ability to send "Document Approved" notification to more than just the document creator.
11 votes -
11 votes
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Update product images via CSV file that have the same image link but the images have been altered
Right now - catalog items that are updated via CSV with image links that have the same title, but the image has been altered, will not update the image correctly. They will remain as the old image - due to our image processing logic, we do not save the file again if a file with the same name already exists.
This request is for the image to update correctly - even if the file has the same name.
10 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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Allow negative $ amounts in a catalog item (ex. a flat military/first responder/teacher discount)
I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.
10 votes -
Recipient Groups for API
The new feature for Recipient Groups is very good, but we need the same functionality for API. I see that it is currently not available.
Customer requesting: mpetit@homebound.com10 votes -
Exclusive Folder Sharing Capability for Specific Users
Customer would like to have an option to share folder containing document to a specific user only
10 votes -
when adding a user have a dropdown to identify the team they are associated with
It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.
This would help with understanding the use case when connecting with the user for feedback.
More importantly it would help build a QBR based on the use case to steer behaviors.
Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.
10 votes -
Integration capabilities with WhatsApp
Integration capabilities with WhatsApp
10 votes -
Integration feature with Zapier to change email subject
Option in zapier to change the email subject went document is sent
10 votes -
Link fields across templates
The ability to utilize the link field feature i.e when templates/documents are bundled together.
10 votes -
show the VAT (value added tax) and the gross before tax/vat in Quote Builder
It's really important to show the VAT (value added tax) and the gross before tax/vat in Quote builder
10 votes -
multiple renewal reminders
i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document
10 votes -
Role for Recipient Approver
Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.
10 votes -
Ability to create custom automations on the document level
Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.
10 votes -
Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
10 votes -
(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
10 votes
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