506 results found
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2 votes
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Allowing to open the link to the recipients of this document only
Allowing to open the link to the recipients of this document only. So if the link to this document was forwarded to anyone else it will not open.
2 votes -
Link list for the template
The option to have just a list for every template where you just can see the links and the emails assigned to it, and create new links in that list. Because right now you always have to create a document ,have it loaded in front of your eyes though it is always the same and then create your link/email.
2 votes -
2 votes
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"Get Started" button in the bottom right corner
How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.
2 votes -
2 votes
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2 votes
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Ability to select the type of documents displayed in the actions required section.
Ability to select the type of documents displayed in the actions required section.
1 vote -
Support More than 10 Files When Importing PDFs to Editor
Currently, we have a limit of only being able to import 10 PDFs at a time (separate from bulk import). Clients would like to see this limit increased to support much more, ideally around 20 at a time.
1 vote -
Send via SMS: Ability to Port Phone Numbers from Twilio to PandaDoc
Option to port a phone number from an existing Twilio account to PandaDoc. This would allow users to have a dedicated local, recognizable number associated with their PandaDoc account, improving customer communication and brand recognition.
1 vote -
Catalog import: add a value for csv file that would command not to change the existing values
Catalog import: add a certain value for csv file that would command not change the existing values when importing a csv to the product catalog.
1 vote -
Conditional filtering in reporting module (i.e. "or"; "and")
Ability to run reports that include conditional filtering. For example, documents created this week or documents sent this week but created at any time.
1 vote -
Automatically clear read inbox
Option to clear read inbox
1 vote -
Default "Fit to Page" Setting When Printing
When users go to print out a document generated in Pnadadocs, the margins default in such a way that the page numbers and other items in the headers and footers are cut off. Having the print settings default to "fit to page" or some other equivalent would be very helpful.
1 vote -
Highlight or mark documents in completed folder
In the Completed folder, there should be a way to highlight or mark which documents were already worked and which need follow-up. Too often I cannot remember where I left off and end up viewing the same documents over again.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the links below:
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Access Help Center with EU login
At the moment, you have to create a US-based account to be able to log in to the Help Center
1 vote -
Filter documents by currency.
Filter documents by currency.
1 voteHi. 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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The ability to download documents with blank pages
Documents are not able to be downloaded via PDF if there are blank pages in the document. This requires the document to be put back into draft status, edited, and re-sent for signature.
1 vote -
Request for CSV File in Bulk Send to Automatically Sync Phone Numbers from PandaDoc Contacts
Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.
1 vote -
1 vote
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