2991 results found
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Turn off Sales Receipt for QuickBooks Payments
We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.
3 votes -
Content Library syncing to multiple workspaces
It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.
3 votesLindsey Schocke responded
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Ability for the account owner to restrict members from uploading documents/templates
Ability for the account owner to restrict members from uploading documents/templates
3 votes -
add a signature date to the HubSpot deal once the document is signed via Automations
add a signature date to the HubSpot deal once the document is signed via Automations
3 votes -
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word. Just have Item/description/amount in a row and then add up the amount column
3 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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History view for content library items
History viewer for content library items on which templates/documents they were used.
3 votes -
Improvements to reports and filters and reminders (see description)
I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.
3 votes -
[Quote Builder]: Add an Inline comment for Quote Builder Block
Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.
3 votes -
3 votes
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3 votes
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Payment Statuses on Document without Payment Integration
Examples:
Ability to set payment related statuses on documents paid outside of PandaDoc not through an integration, such as "Waiting for Payment", "Approved", and "Paid".3 votes -
3 votes
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[Bulk Action] Remove all recipients from a document
Have a button to remove all recipients from a doc, instead of removing one by one.
3 votes -
3 votes
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Add/edit image to a line item in a pricing table that isn't in the catalog
Right now only catalog items have images in pricing tables, but when I make a custom unique proposal I want the ability to add a photo to each line item from the document. Instead of saying "Image from catalog will appear here," make a button to add a photo.
3 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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Option to suspend a user temporarily
Option to suspend the user and not to delete or transfer the user (temporarily disable the account).
3 votes -
Completed Form Notifications in Inbox
Have all completed form notifications go to the Inbox. This would be helpful for the clients that have email deliverability issues.
3 votes -
Canva Docs
Allowing Canva DOCS to be utilized in Panda
3 votes -
Allow sending emails from our own domain
Allow us to send via our own domains via domain verification (DKIM, SPF and such).
The recipient experience will be greater and they will feel more secure in opening it.
3 votes -
3 votes
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