3799 results found
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Hyperlink attachments within documents for quick navigation
Option to hyperlink attachments within documents, allowing for quick navigation between different sections.
3 votes -
Catalog - option to not have a price for an item
Catalog - option to not have a price for an item. Not required to enter a price when creating an item/product in the Catalog.
3 votes -
Nicknames and Notes in Contacts
Ability to add nicknames or notes in contact feature
3 votes -
Add rows to the pricing table in bulk
I am working on a large pricing table, and I would need to add a couple of hundred rows at once
3 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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Salesforce: integrate with Asset object
Add Assets to the objects supported by the SFDC integration.
3 votes -
API: Add pages to a document
Currently, we can bundle documents via API but not add documents as pages.
3 votes -
Add hyperlink to products (quote builder and pricing table)
Add hyperlinks to products (quote builder and pricing table)
3 votesHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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TakePayments - payment integration
TakePayments - payment integration
3 votes -
Upload files from the document to SharePoint
We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint
3 votesHi,
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 link below:
Saving Completed PDF files to Microsoft One Drive, Google Drive, Dropbox, Box, or SharePoint
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Report documents created in PandaDoc and linked back to an opportunity in Salesforce
Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)3 votes -
Search option in Automations
Make it possible to search the automations, its time consuming to scroll through an entire list of automations
3 votes -
Display profit margin in the pricing table
Display profit margin in the pricing table. We are attempting to add a table that can show sale price, cost, margin and margin %.
3 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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Signature Certificate for sent documents
The ability to generate signature certificate no matter the document status (includes, sent, viewed, etc) as proof.
3 votes -
Embedded form: hide the section on the top of the form that displays a recipient's email address
Embedded form: hide the section on the top of the form that displays a recipient's email address
3 votes -
Ability to connect Authorize.net sandbox environment.
Ability to connect Authorize.net sandbox environment.
3 votes -
Stripe - Support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods
PandaDoc to support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods through Stripe.
3 votes -
Change the subject line of the form
The customer requests to change the subject line on the form when the copy was sent to the submitter of the form. Customer would like the subject line to indicate as them (form creator) instead of the submitter who sent them the copy of the form
3 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! -
Table of Contents for all documents that are bundled as one document.
Table of Contents for all documents that are bundled as one document.
3 votes -
Ability to add Document Tags within the document
At the moment, we can only add tags while on the document list. It would be great if it worked while viewing the document too.
3 votes -
Ability to set default initials.
Ability to set default initials.
3 votes
