7269 results found
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ACH payment across different payment gateways
ACH payment across different payment gateways
17 votes -
Preview a Template / Form / Document
Preview a template when you are in the "Templates" tab
17 votes -
17 votes
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Edit notification message on PDF attachment
Customizable message when automatically receives completed PDF document to signors.
17 votes -
Allow admins to change other users' emails, names, and passwords
Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.
17 votes -
Able to use Variables in titles when sending documents via Bulk Send
Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.
16 votes -
Ability to embed fields in the downloaded PDF
After Downloading the Document as PDF, There's still fields that recipients can input details.
16 votes -
Full timestamp in document on date field
Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp
16 votes -
Calculate tax by location
Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time
16 votes -
Conditional fields for several recipients
Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.
16 votes -
google docs redlining/ Contract negotiation using google docs
Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.
16 votes -
Ability to create custom automations on the document level
Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.
16 votes -
Option to generate one document link for all recipients
Share a single document link with all recipients, rather than creating a unique link for each user.
16 votes -
Conditional logic for variables
Conditional logic for variables: if the value of variable is "X", show the "Y" Variable
16 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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Group content blocks
Group different content blocks together to drag and move them around easily. For example, if you have a half-page layout that you want to duplicate and move to another page while keeping the current margins, spacing, order, formatting, etc., you can group the content pieces together then duplicate and drag the entire block to a new location.
16 votes -
Rotate Text Blocks
Allow the ability to rotate Text Blocks by degrees. I would like to add to a 90 degree angled Text Block
16 votes -
Volume-Based Pricing in Catalog Upload/Download
Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).
With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.
16 votesHi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team.
Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.
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Option to restrict access to the workspace for the Account owner/Admin
Option to remove Account owner/Admin from the workspace
16 votes -
Wise
possibility to integrate Wise (payment method) to Pandadoc
16 votes -
Restore Deleted Contacts / Contacts list version history.
The functionality to restore contacts that have been deleted and undo a contact import.
16 votes
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