7252 results found
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Lock users from changing expiration dates
Lock users from being able to change the default expiration date on documents
4 votes -
Resize content blocks when an image is resized.
Currently, when you resize an image, you end up with excess spacing on the sides of the image. The content block is not resizing with the image resize. Also the ability to use spacers to help resize images would be nice.
4 votes -
JIRA
Jira integration
4 votes -
4 votes
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[Reporting] Salesforce dashboard
I would like the ability to report on how many contracts have been sent vs. signed each month. I know we have access to a dashboard within the PandaDoc platform, however we would also like to have access to a PandaDoc dashboard with our Salesforce integration
4 votes -
connect different channels in MS Teams to different workspaces in Pandadoc
connect different channels in MS Teams to different workspaces in Pandadoc
4 votes -
PandaDoc Project Mangemnet
Create Projects with documents and tasks assigned to users.
4 votes -
Quickly switch between multiple taxes for different regions
when creating a new proposal we would want to be able to store and choose from various tax rates in the pricing table before we send it to the client. For example, I can be selling the same service but need depending on location, there can be up to 5 different tax rates that we need to include. It would be great if at the tax box in the pricing table we could choose the appropriate rate from a drop down rather than have to modify the rate for each proposal.
4 votes -
Notifications settings from documents created from Forms to be separated from the notifications for the regular documents
Separate notifications settings for regular documents and documents created from forms
4 votes -
attachment location
Would like a separate section for attachment instead of the audit trail. Billing does not know to look in the audit trail to find the signed agreement after it's been uploaded and changed manually to completed.
4 votes -
4 votes
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Report to know how many docs are not signed immediately.
Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.
4 votes -
Editor 2.0 Needs to Allow Pricing Tables to be Copied & Pasted from PandaDoc into Emails to Transfer and/or Manipulate Certain Data
In Editor 2.0 currently, we are unable to Copy & Paste the Pricing Table in our Agreements. This was a fundamental feature for my position and what I do daily, and the inability to copy and paste the Pricing Table into an email and manually manipulate the data is inconvenient and really slows me down. Snipping tool or a screenshot of is ineffective also because I do have to manipulate the data in the email. I really hope that we are able to resolve this ASAP, as it significantly impacts my day-to-day and was a key feature in the original…
4 votes -
Template & CRM Roles mapping: Autofill role with contact Email in Zoho
Auto assign contact role when creating a document in zoho
4 votes -
Wave
can pandadoc to integrate with "Wave" an invoicing / payment platform
4 votes -
4 votes
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Kiosk mode
Kiosk mode is to lock down a device when that device is used for a specific task or used in a public setting.
4 votes -
disable the inbox notification (red indicator)
disable the inbox notification (red indicator)
4 votes -
Remove the document creator name in the document
Ability to remove the doc creator name in the document that is being send to the recipients.
"by <Creator Name>"
4 votes -
Make it easier to open documents in the actual PandaDoc app
I often find myself viewing a document through another application (e.g., opening an email link or using the Chrome extension from Gmail or Copper) and then needing to work on it in the PandaDoc application - but to do that, I have to open a new tab, login, and find the document. These extra steps are tedious (and can take awhile on weak internet connections), and it seems very unnecessary. Thanks for considering this!
4 votes
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