6930 results found
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pass Pipedrive product image to PD pricing table
pass Pipedrive product image to PD pricing table similar to PD catalog
7 votes -
Emails sent from PandaDoc to be copied into HubSpot
It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.
7 votes -
Option to switch off "Collaborator requests access" notification for Admin users
Option to switch off "Collaborator requests access" notification for Admin users.
7 votes -
Smart Content via Bulk Send
To be able to use Smart Content with bulk send.
7 votes -
Disable default roles from the workspace admin page
Disable default roles from the workspace admin page so custom roles can't be created from them.
7 votes -
Disable recipient download/print PDF option for a document but send PDF copy via email after signing
Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.
7 votes -
Reporting: Document Analytics by Approver
We have a list of people who approve documents, but we want to be able to see the data on the approvers.
For example: We a team made up of 4 people who are approvers, everyone works together to approve these documents.
We want to be able to have a breakdown of the 4 approvers, and how many approvals they made each month.
This will help us in a variety of ways, but also to make sure that we are spreading work evenly to each team member.
We also have monthly meetings and provide an update to the team on…
7 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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To be able to manually change the document status of Approved documents
To be able to manually change the document status of Approved documents to Declined, Completed, etc
7 votes -
Limit access to Template/Documents regardless of license type
Allow the owner of a document to select who can view the document regardless if they have Admin access.
7 votes -
Make .docx downloads support fillable fields when they are filled out.
Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!
7 votes -
Export metadata of a document
Export metadata of a document (signer, date, name, variables from the document, etc)
7 votes -
add collaborator to a batch of document or all new documents at once
designate a person as a collaborator on all new documents created or be added to a batch of documents all at once
7 votes -
pricing table recurring
Add ability to add Recurring Products to Pricing Table. The current quote builder has too much white space. We'd like the ability to add Recurring products to the simpler and easier to read pricing table.
7 votes -
ACH payments via Stripe for non-US accounts/non USD
ACH payments via Stripe for non-US accounts/non USD accounts
7 votes -
Reporting feature in API
Reporting feature in API
get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing
7 votes -
Have Monday.com sub-item columns on the parent item variable list
Our current implementation does not allow us to list subitem columns on the parent item variable list. Would like to be able to have them available as tokens.
7 votes -
Delete a role and related fields at the time of document creation.
Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.
7 votes -
Changing tab order
It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.
7 votes -
table of contents uploaded PDF
Import Text Headings from a PDF into PandaDoc
7 votes -
Mass Update Catalog Pricing by Percentage
Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.
It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"
7 votes
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