7161 results found

1. More than two letters as Initials

   The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

   7 votes

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   Idea  ·  1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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2. Keyboard shortcuts & Be able to us the "Delete" Key on your keyboard to delete items during document design
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   Idea  ·  3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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3. Prorated invoice option (automatic)

   Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

   7 votes

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   Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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4. Add image option in Saved messges
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   Idea  ·  1 comment  ·  Other  ·  Delete…  ·  Admin →
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5. [French localization] Translate subject in the emails

   Change the language of the subject in the email

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   Idea  ·  0 comments  ·  Localization  ·  Delete…  ·  Admin →
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6. Forwarding to recipients that are already CC'd
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   Idea  ·  2 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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7. Deactivating Contacts

   Deactivating Contacts Option
   - Having an active contact folder or option
   - Having an inactive contact area

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   Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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8. UK bank transfer payments

   Allow bank transfer payments for international banks and currencies. Transactions in GBP and banks in the UK

   7 votes

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   Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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9. Stripe: Detailed Line Items from Pricing Table

   With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

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   Idea  ·  0 comments  ·  API  ·  Delete…  ·  Admin →
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10. quantity editing for all the pricing table

    enable quantity editing on all products simultaneously in the pricing table

    7 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Section quantity in Quote Builder

    
    

    You can reach out to your Account Manager or to our support team at support@pandadoc.com to learn more about Quote Builder and CPQ.

    
    

11. Margin % Based Conditional Approvals

    Conditional approvals based on the Profit Margin in the pricing table

    7 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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12. Paypal Recurring Payment
    7 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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13. Ability to link documents created via Zapier to a CRM record
    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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14. Video autoplaying.

    Video autoplaying (without a need to press on it)

    7 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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15. Permissions for recipients to see masked fields
    7 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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16. Pricing Table: Set a Min/Max on Quantity when it's Editable for Recipients

    Be able to set a Min/Max on Quantity when it's Editable for Recipients

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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17. The ability to have switch the interface of the site into different languages.
    7 votes

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    Idea  ·  0 comments  ·  Localization  ·  Delete…  ·  Admin →
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18. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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19. Prevent backdating for date fields
    7 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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20. See upcoming subscription renewals

    Be able to see upcoming subscription renewals beyond 90 days (see the upcoming subscription renewals which have > 90 days before they come into action)

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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