7551 results found

1. Video before the document displays

   Option to get a video to automatically pop up when a client opens the agreement

   4 votes

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   Idea  ·  1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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2. Pull different products from Salesforce into different sections of a pricing table
   4 votes

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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3. Braintree

   Ability to use braintree as a payment gateway

   4 votes

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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4. Document Sequence variable
   4 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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:

   Use the sequence variable to populate the sequence number

5. Use customer name and address and not billing email in Quickbook Payments
   4 votes

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   Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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6. Approve document in mobile app - Editor 2
   4 votes

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   Idea  ·  1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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7. Tag several documents at once
   4 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. Adding tag qualifies as document modification

   When tag is applied the date modified time stamp should update. This would allow for better reporting.

   4 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. default option to make items optional or qty editable in the pricing table
   4 votes

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   Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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10. EV2. Border and footer header on all sides
    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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11. Countdown Widget visible to recipients that updates automatically each day, so they know how many day are left till the document expiration.
    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. customize triggers for Zapier setup
    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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13. Adding different prices for one item in catalog
    4 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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14. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. Export recipients' data of the docs in a specific status
    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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16. Transfer documents from Hubspot to Salesforce

    Automatic document transfer from Hubspot to Salesforce.

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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17. Custom Role - ability to enable or disable permission to share via link

    Add a permission to custom roles that allows the option to enable or disable the document sharing via link feature.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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18. Ability to customize the order of the variables on the variables tab (more than by category and document folder)

    Ability to customize the order of the variables on the variables tab. Currently, you can only do this by category and document folder. Would like the ability to organize them however we want.

    3 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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19. Change logo shown on desktop tab to match branding setting logo

    Change the logo shown on the desktop tab to match the branding setting logo. Currently, it shows the PandaDoc logo

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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20. Set Silent parameter at recipient level

    Currently it is only possible to set silent = true or false at the document level. There are scenarios where recipient level control is needed, e.g. for embedded signing. If recipient A is embedded signing and recipient B is signing from email, we wouldn't want recipient A to also receive email notifications.

    Related to the personal message at recipient level feature request, which is also currently document level only: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/43994823-customize-select-personalize-email-messages-for-mu#comments

    3 votes

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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