2947 results found
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Quickbooks ACH
Be able to use ACH payments with Quickbooks payment gateway
133 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Set Variable formatting passed from CRM (commas in variables)
Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.
132 votesGreat news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
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choose specific time of day for document expiration
choose specific time of day for document expiration
128 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Convert a form to a template
Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?
127 votesHello,
Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result:
- Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)
- When clicking 'Create form', choose the desired template
Please use this Help Center article for additional reference.
We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Arabic / Hebrew localization: right-to-left writing
right-to-left writing
123 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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[Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)
Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template
121 votesHi there. Thank you for submitting this idea! 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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Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)
when fill in a document with optional fields the arrow should point all the fields (required and optional)
114 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Customize Forms Pop-Up message: Option to edit the message from the Form wizard.
Customize the Forms pop-up message that is visible when accessing a form from a website.
112 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Option to rotate pages of a document
The option to rotate pages.
109 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires
Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.
108 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Group Check Boxes to Require One to be Checked / Select Atleast One Logic
I want to be able to group check box fields to require one checkbox to be selected in the group.
Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.
You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.
We would like to make sure that the recipient does select at least one check box in the group before moving on.
A…
107 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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Send the document automatically after approval
Automatically send the document once it is approved.
107 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Enable Smart Content from Fields as well as Variables
I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.
106 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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Place content blocks/Images inside of another Content block
Ability to lay images or other content blocks within another content block.
105 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.
The option to restore signed document after pressing Edit button.
104 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Set client's default email subject (automatic subject)
Set client's default email subject (instead of X has sent you the document).
102 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Signature Certificate: Hide or Remove Information from signature certificate
Ability to hide or remove parts of the signature certificate.
Including:
Signer's email address
Dates
Timestamp
Location
IP address
PandaDoc promotional message99 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Combine/Merge Templates & Documents
There should be a feature that allow you to combine templates and documents
99 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Custom page sizes
Introduce more page sizes to the document editor:
* Tabloid size paper - 11 x 17 inches
* Custom sizesState your format in the comments!
98 votes -
Customization for Decline Reasons
Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.
97 votes
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