6930 results found
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Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent , viewed, expired and completed documents
Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily
5 votes -
translate products in pricing table to another languages
translate products in pricing table to another languages
5 votes -
Functionality for Optional Client Fields
When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.
In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…
5 votes -
Add a Heading on the Pricing Table (and use it in the Table Of Contents)
Ability to add a heading in the pricing table
5 votes -
Document Payment date variable
a variable that autopopulates when the document was paid
5 votes -
An ability to add decimals in the "Numbers only" text field
An ability to add decimals in the "Numbers only" text field
5 votes -
Automate.io
Introduce native automate.io integration
5 votes -
Chat automatically open when document is opened
Option so that when recipient opens document, chat is automatically opened to ensure recipient receives it.
5 votes -
AI driven auto-fill using prior answer
AI driven feature to fill in questions for contracts or docs that had already had similar question answered prior.
5 votes -
API
No Open API on the customer side
5 votes -
Quick view for pending documents needs to sign
Quick view for pending documents needs to sign
5 votes -
ability to add multiple choice option to sections, so that recipient could choose between sections
ability to add multiple choice option to sections, so that recipient could choose between sections
5 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:
- https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options
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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Electronic Document Seal
DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on a contract before sending it out for signature.
5 votes -
Download Trail
A feature to track the users who have downloaded the files in the workspace
5 votes -
Collaborative Version History: if someone made a revision on a template
An updated version of the version history where it shows all the users who made changes in a file.
5 votes -
[Hubspot] Create a document from a predefined object in Hubspot only
A customer wants to decide in which object their sales team is able to create documents.
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5 votes
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5 votes
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Sync Pandadoc CPQ with Salesforce Pricebooks
We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.
5 votes -
Simplify Manual to Complete Status Change
Need to have a simple ‘manual complete’ the document feature, similar to 1.0 On 2.0 you have to be on the main company list of docs, find yours and then click on the 3 dots, then manually complete, download and then upload back into zoho. Too many steps that slow down the process. Should be easy, click manual complete, insert PO# and/or brief statement, and should automatically go into zoho. (similar to 1.0)
This is especially true if a client doesn’t complete the document using the online signature. It take more steps to complete manually on 2.0 than on 1.0…
5 votes
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