7173 results found
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Installments: custom interval
Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.
9 votes -
PandaDoc desktop app
PandaDoc desktop app
9 votes -
Ability to rename a Sent document when on viewing mode (opened document)
Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.
9 votes -
Add option to create product variations
It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…
9 votes -
Contacts: Same Email for a user but with other different contact details
Ability to create contacts with the same email address but different details
9 votes -
Option to disable notification for CC'd recipients
Will allow the sender to disable notification send to CCed recipients
9 votes -
Option for downloaded PDF to have information from the collect files field
- Downloaded PDF has an active collect file field
9 votes -
[Quote Builder]: Hide decimal points in the quote builder
hide decimals points in the quote builder
9 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!
[Hyperlink]
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9 votes
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manually change document status - viewed to paid
option to manually change document status - viewed to paid
9 votes -
eVault
Customer is needing to integrate with an eVault solution as they are in the financial industry and their customers require them to work with one. At this time we do not have a native integration or work with any eVault solutions. Even though we have an open API, eVault companies typically don't have a open API as their goal is to remain protected so they are closed. This deal itself is worth $40k-80k ARR currently and are probably going to lose it because of this reason. I'm sure there are others we have lost as well. This is a huge…
9 votes -
Disable recipient download/print PDF option for a document but send PDF copy via email after signing
Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.
9 votes -
Usage Reporting for Content Library Items
A feature that provides statistics on usage and which templates/documents each content library item has been used in.
9 votes -
Ability to filter by team in the Admin view of the Dashboard
Would like the option for the admin to pick members of their team they want to display in the Admin view of the dashboard.
So instead of viewing all documents created by one individual or all, we would like to pick from several at once, and save that view so department leads can see just how their team is doing while using the Home dashboard, vs the whole company using PandaDoc.
9 votes -
option to hide documents (don't want to delete them, but want them hidden)
option to hide documents
9 votes -
automations: transfer content blocks to another document
transfer content blocks to another document after document has been completed/signed
9 votes -
Add configurable rules for variable names within a Template
Template creators may want to restrict the variable names that would be eligible within a template.
Desired level of the rule would be at the Workspace level, to apply to all of its templates.
Desired rule would be a white list of allowable names, with import/export features to ease maintenance.
9 votes -
Import / Update contacts in PandaDoc using Zapier (across all workspaces)
Import contacts in PandaDoc using Zapier (across all workspaces)
9 votes -
Ability to save bundled documents separately within Salesforce
Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.
9 votes -
notifications when emails are bounced/not delivered
I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?
9 votes
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