7126 results found

1. Global setting: turn off notifications of manual status change

   The global setting for turning off the notification of the manual status change. For now, it can be found only for each separate document (not in general settings).

   9 votes

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   Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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2. Edit PandaDoc in Draft Status From Within HubSpot Deal

   Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

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   Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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3. Refund option via PandaDoc

   Refund option via PandaDoc.

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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4. Adjust expiration warning timeframe

   Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

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   Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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5. Images passed from Salesforce to pricing tables
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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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6. Send on Behalf of for Bulk send

   Ability to change the sender email when sending via Bulk send.

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   Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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7. Save CC details via payment app

   The option to save clients' CC details via payment app (payment block).

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   Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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8. Reduce Size of Video Block / Change video aspect ratio

   You should be able to reduce the size of a video block

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   Idea  ·  1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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9. When global settings are changed, have it also apply to existing documents and templates.
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   Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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10. Add an endpoint to enable retrying webhooks via API

    Expected behaviour: we are able to trigger the retry of a failed webhook via an API request.

    Example use case: an application site has a period of downtime during which a bunch of webhooks fail to be received and processed. Application admins want to retry all webhooks that failed during the downtime window programmatically.

    Manual retrying is time-consuming and prone to errors. Being able to write a script to handle orderly retrying, stale status checking, and recording of the results makes admins more efficient and happier.

    8 votes

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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11. Creating rooms through API

    The ability to make rooms utilizing API

    8 votes

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    0 comments  ·  Rooms  ·  Delete…  ·  Admin →
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12. Smart Content based on Quote Builder
    8 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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13. Variable in Document Name/Title within the bundle

    Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.

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    8 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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14. Stability and Reliability improvements
    8 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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15. [Bulk Action] Apply Automation to All Templates at once

    A control panel feature whereby you can apply the same automation to your entire template folder(s) rather than individually applying an automation to some 200 templates.

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    2 comments  ·  Automations  ·  Delete…  ·  Admin →
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16. Option to bulk create documents via CSV file

    Ability to create document from csv just link in Bulk Sending but not actually sending them out

    8 votes

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    3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. System variable for Document Name
    8 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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18. Change document status to "In Process" after one of multiple recipients has signed.

    Change document status to "In Process" after one of multiple recipients has signed.

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. Ability to add text blocks to any place on the "content" type page

    Ability to add text blocks to any place on the "content" type page.

    8 votes

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    2 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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20. Payoneer Integration

    I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

    Here are some key benefits of integrating Payoneer with Pandadoc:

    Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

    Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are conducted in a secure environment. Integrating Payoneer into Pandadoc would provide an additional layer of security for payment transactions within the platform.

    Faster Payments: Payoneer facilitates faster cross-border payments compared to traditional methods. With this integration, Pandadoc users can enjoy quicker and more efficient payment processing, improving overall workflow speed.

    Enhanced User Experience: The integration of Payoneer would simplify the payment process within Pandadoc, offering users a more cohesive and user-friendly experience. This added convenience can contribute to higher user satisfaction and retention rates.

    Flexibility for Businesses: Businesses often deal with clients and partners across the globe. Payoneer's integration in Pandadoc would provide businesses with the flexibility to send and receive payments in a way that aligns with their global operations.

    I believe that integrating Payoneer into Pandadoc would be a strategic move, aligning with the growing demands of businesses operating in a globalized marketplace. It has the potential to attract more users and enhance the overall value proposition of Pandadoc.

    Thank you for considering this suggestion. I am confident that this integration would be a valuable addition to Pandadoc and greatly benefit its user community.

    I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

    Here are some key benefits of integrating Payoneer with Pandadoc:

    Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

    Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are… more

    8 votes

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    2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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