4096 results found
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More options for payment gateways
The ability to accept payment from recipients via other payment gateways.
Suggestion would be plaid account from stripe or add gocardless as a payment gateway. This would give us the ability to avoid having to verify each deposit.
183 votes -
67 votes
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Vertical alignment for cells in a table
Ability to justify at the top, middle or bottom alignment in cells
41 votes -
38 votes
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Group Check Boxes to Require One to be Checked / Select Atleast One Logic
I want to be able to group check box fields to require one checkbox to be selected in the group.
Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.
You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.
We would like to make sure that the recipient does select at least one check box in the group before moving on.
A…
36 votes -
Auto-fill sender's signature once the document is signed by the client
Auto-fill sender's signature once the document is signed by the client
36 votes -
2 way sync with Monday
2 way sync with Monday
36 votes -
36 votes
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[Bulk Action] Update multiple catalog items (duplicate, rename, tags)
Copy Catalog Items and save as a new item
36 votes -
Option to disable Authorization modal window for eForms / Disable the pop-up to access a Form.
Option to disable Authorization modal window for eForms -- when you already have these fields (First name, Last name and email) populated into the form, using tokens.
35 votes -
Customization for Decline Reasons
Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.
35 votes -
Auto-update content library item once updated in a document/template
Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.
Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.
In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…
34 votes -
Validation signature stamps
Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.
34 votes -
Disable expiration time / ability to set no expiration on document [Workaround in comments]
disable expiration time
34 votes -
[Pricing table] Possibility to change subtotal/total manually.
Possibility to change subtotal/total manually.
34 votes -
33 votes
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[Quote Builder]: profit and margin
Option to use Profit and Margin app with Quote builder
33 votes -
Salesforce Mobile App Capability
Be able to use the Salesforce integration using mobile apps.
33 votes -
Export User List in CSV: download users of the PandaDoc account in one file
Ability to export all the users under the account/workspaces
33 votes -
Change reminders via API
One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need…
32 votes
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