7656 results found

1. Automatically replace the content of a document with the file attached via manual "Change status" window

   At the moment when you change the status of a document manually, there's an option to upload a file to the manual status change email notifications which are sent to recipients. The feature request is to replace the documentn's content with the file you've uploaded

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   1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

2. multiple payers can pay specified amount on one document

   The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document

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   1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

3. Dashboard - Create folders button back
   7 votes

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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

4. Auto-populate variables by uploading a spreadsheet (CSV)
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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

5. 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  ·  Valeryia Baranava responded

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

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

   7 votes

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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7. move a team member from one workspace to another

   move one team member from one workspace to another

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   Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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8. Add headers and footers to cover pages
   7 votes

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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9. 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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10. 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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11. ZIP code UK format or International

    ZIP code UK format or International in the Text Field

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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12. 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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13. Forms Presets/Templates

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

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    Idea  ·  0 comments  ·  Forms  ·  Delete…  ·  Admin →
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14. 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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15. 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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16. 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)

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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17. 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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18. 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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19. Option for a user to leave a workspace

    Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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20. profit&margin variables

    ability to use pricing tables profit&margin variables

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