7325 results found
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Option to convert a document (quote) into an invoice
Ability to convert documents/document information into an invoice
6 votes -
Move all Variables in the same formatting/placement from one document to another.
Save Variable Placements/formatting on uploaded PDF's. This way if a PDF needs to be re-uploaded there is an easy to move all of the Variables from the current document/PDF Upload to the new upload PDF.
6 votes -
Hibob HR Software
Hibob HR Software integration
6 votes -
API: generate session ID for draft document
Option to generate session ID for draft document
6 votes -
Template Activity Tab
See activity of the template just like on documents. In this case, a template was deleted and the account would like to be able to see who did it.
6 votes -
Generate a template link
An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.
6 votes -
PandaDoc Notary via PandaDoc mobile app
PandaDoc Notary via PandaDoc mobile app
6 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Hide columns in pricing table via API
Add the option to hide the columns in pricing table via API.
6 votes -
Option to assign users to view a specific template only
option to assign users to view a specific template only
6 votes -
Easy to Automatically Add CC to Documents
Quick and easy way to add CC on all documents sent from PandaDoc.
6 votes -
6 votes
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Present Mode - resize
more options to resize Present Mode
6 votes -
Improve email deliverability and rate of emails going to spam
Resolve issues that result in emails to our clients getting blocked or going to spam
6 votes -
Save changes manually
Have the ability to save changes manually instead of relying on the cloud
6 votes -
6 votes
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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.
6 votes -
Dynamics 365 Business Central
Integration with Dynamics 365 Business Central
6 votes -
Default drop down lists for states
Add the option to import or select a default dropdown item list. As an example have a template for state as a drop down item. Instead of having to add every state manually as a drop down item having a template list that can be added when the drop down field is added to a form\document.
6 votes -
Non-taxable line items
Add an option to choose whether or not you want a line item to be taxable behind the scenes instead of only in the pricing table.
6 votes -
Expiration for only recipient not the entire document
Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.
6 votes
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