3799 results found
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download document while in notary session
Download document while in notary session. For example, not all of the clients signed and don't want to lose the signatures.
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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[Bulk Action] Update Contacts via CSV
Contacts that do not have names associated with the emails cause recipients' signature blocks to default to the email address. Some recipients do not notice this and at time the signature comes through with the email address rather than the recipient's name. For clients that don't have Zapier or CRM systems that can integrate with Panda, allowing a .csv (or similar) update to the contacts would allow the client to remediate this directly.
3 votes -
Count of the number of fields assigned to recipients
The option to see how many fields were assigned to a specific recipient.
3 votes -
Toggle for Suggesting Edits done by Role on the Template Level
Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.
3 votes -
option to resize the optional item check box in the pricing table
ability to resize the optional item check box in the pricing table
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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Automations: Pipedrive attach PDF when document completed
I would like to attach a PDF to the Pipedrive deal if the PandaDoc document status is changed to "completed." Currently PandadDoc only allows me to attach a PDF to a Pipedrive deal if the document status is changed to "sent." All other CRM automations have the option to choose between "sent" or "completed," so I'm not sure why Pipedrive doesn't have the same automation.
3 votes🎉 New Pipedrive Integration is Live!
We’ve just rolled out the updated PandaDoc integration for Pipedrive!
You’ll now see:
- A brand-new UI directly inside Pipedrive
- Support for CPQ
- Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)
If something doesn’t work right away:
Please disconnect and reconnect the integration to refresh everything:
- In PandaDoc, disconnect Pipedrive
- In Pipedrive, uninstall the PandaDoc app
- Reinstall it for all users and re-authenticate
Thanks for your patience and support — we’re excited for you to try it out! 🚀
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Download eForm as PDF
Ability to download eForm as PDF to share to other users.
3 votes -
Be able to disable auto-placed fields feature
Would like the ability to turn off the option for auto-placed fields on uploaded documents. I do not wish to use it and having to say "no" on the pop-up every time I upload a document is annoying.
3 votes -
Turn off Sales Receipt for QuickBooks Payments
We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.
3 votes -
Delete the items associated with the category along with the category in the Catalog
Delete the items associated with the category alongs with the category in the Catalog
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is available. For more information, please click the link below!
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Content Library syncing to multiple workspaces
It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.
3 votesLindsey Schocke responded
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Ability for the account owner to restrict members from uploading documents/templates
Ability for the account owner to restrict members from uploading documents/templates
3 votes -
add a signature date to the HubSpot deal once the document is signed via Automations
add a signature date to the HubSpot deal once the document is signed via Automations
3 votes -
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word. Just have Item/description/amount in a row and then add up the amount column
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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History view for content library items
History viewer for content library items on which templates/documents they were used.
3 votes -
Improvements to reports and filters and reminders (see description)
I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.
3 votes -
[Quote Builder]: Add an Inline comment for Quote Builder Block
Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.
3 votes -
Allow folder structure within Content Library to better organize items
When adding a content library item, it'd be helpful to create a folder while in the menu to add the content library item.
https://share.getcloudapp.com/wbuD5zZJ3 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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Pricing Table - Payments based on Milestones being met
Create a pricing table where payments are based on milestones being completed. This will be useful for companies using PandaDoc that get paid in installments based on the stage of an engagement.
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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Ability to send documents from PandaDoc directly to Box
Send documents from PandaDoc to Box
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!
Saving Completed PDF files to Microsoft One Drive, Google Drive, Dropbox, Box, or SharePoint
