7423 results found

1. Export metadata of a document

   Export metadata of a document (signer, date, name, variables from the document, etc)

   7 votes

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

2. pricing table recurring

   Add ability to add Recurring Products to Pricing Table. The current quote builder has too much white space. We'd like the ability to add Recurring products to the simpler and easier to read pricing table.

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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3. Ability to Reorder Templates by Drag and Drop

   I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.

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   0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

4. ACH payments via Stripe for non-US accounts/non USD

   ACH payments via Stripe for non-US accounts/non USD accounts

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   0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

5. Reporting feature in API

   Reporting feature in API

   get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing

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   1 comment  ·  API  ·  Delete…  ·  Admin →
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6. Make fields conditionally (non-) required if previous field is filled out.

   Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.

   For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

7. Disable / turn off approval notification email sent to approver

   the ability of an approver to turn off the approval notification email whenever a document is sent for approval

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   0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

8. [Pricing Table] Section Subtotal Variable or Token

   I would like to have variables for the subtotals of each section of a pricing table.

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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9. Changing tab order

   It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.

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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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10. table of contents uploaded PDF

    Import Text Headings from a PDF into PandaDoc

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    3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

11. Payment required to view the document

    Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.

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    1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →
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12. List / sort folders in alphabetical order

    List folders in alphabetical order

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

13. block content blocks for recipients during redlining

    block content blocks for recipients during redlining

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    1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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14. Search by Document & Template ID

    Ability to search for documents and templates by ID.

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    2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. Salesforce: Manually change document status within Salesforce

    Manually change document status in Salesforce Integration to decline contracts as necessary

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. Set pricing table currency upon document creation via API

    Specify the currency for the pricing table in the document when creating the document via API

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    1 comment  ·  API  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. Hide pricing table column if there is no value once the document is generated.

    Pricing table column will be hidden if there is no value once the document is generated.

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    2 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

18. Email notification for Sender to verify that the document is sent

    email notification that the document is sent

    https://pandadoc.zendesk.com/agent/tickets/402131

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

19. Salesforce: Release notes for recent changes

    do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
    here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
    : but it stopped a while back, it would be great if they started publishing that again

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

20. Button to delete your account

    delete account button in profile settings maybe? Please advise where this elusive option can be found currently.

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded