7161 results found

1. Auto-populate variables by uploading a spreadsheet (CSV)
   7 votes

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. Button for Clearing all the fields in adocument

   The option/button to clear all the fields at once.

   7 votes

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Section Totals (per Section) (SUM)

   When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.

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

   
   

4. Ability to make a document private between the creator and the recipient

   Ability to make a document private between the creator and the recipient

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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5. Add headers and footers to cover pages
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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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6. create hubspot ticket (task) once once PandaDoc is submitted

   want to be able to create hubspot ticket (task) once once PandaDoc is submitted (without Zapier, but with the help of the native integration)

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   Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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7. Documents Sorted by "Created by"

   When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. ZIP code UK format or International

   ZIP code UK format or International in the Text Field

   7 votes

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   Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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9. Electronic Vaulting

   Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. Forms Presets/Templates

    Have ready-made template/presets for Forms as we only have it with templates/documents for now

    7 votes

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    Idea  ·  0 comments  ·  Forms  ·  Delete…  ·  Admin →
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11. add Office 365 as an option to login in the PandaDoc Mobile App

    add Office 365 as an option to login in the PandaDoc Mobile App

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    Idea  ·  0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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12. AvaTax (Avalara)

    Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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13. Disable verification for Stripe payments

    Be able to disable 2 charges verification Stripe payments

    7 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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14. Ability to send doc to unknown signatories

    Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)

    7 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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15. Section auto numbering

    Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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16. Pricing Table Tax automates based on Zip Code

    Have the pricing table tax automate based on a zipcode within the document

    7 votes

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    Idea  ·  0 comments  ·  Automations  ·  Delete…  ·  Admin →
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17. profit&margin variables

    ability to use pricing tables profit&margin variables

    7 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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18. Signature stamp for frequently used signatures

    Generate the ability to create a signature stamp.

    e.g.

    Signature Title: Accounting
    Includes:
    Brenda (signature and date)
    Amanda (signature and date)

    • 

    7 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. price ranges for quotes
    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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20. Recover Deleted Catalogue Items

    Recover Deleted Catalogue Items

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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