3799 results found
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Universal Menu Options
At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.
I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.
4 votes -
Create a Video Links Library
It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.
4 votes -
Display tax percentage in pricing table for 2.0 (like it worked for 1.0)
Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Add Shipping Cost as an option in pricing table row
Ability to add a shipping cost row into the total of the pricing table.
4 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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4 votes
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Dashboard information for Recipient/Approvers should be changed to full name instead of Initials
Dashboard information for Recipient/Approvers should be changed to full name instead of Initials
4 votes -
4 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Column mapping for pricing tables for other CRMs (now available only for Salesforce)
Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Recipient view: Slovak
Hi,
It seems that Classic editor offered also Slovak language, however current Editor 2.0 does NOT.
Please add Slovak language also to newer Editor 2.0https://support.pandadoc.com/hc/en-us/articles/360003003613--Classic-Editor-Localization
https://support.pandadoc.com/hc/en-us/articles/360046947533--Editor-2-0-Localization#h_3986e326-3e7f-47f5-840f-ef0446594bd14 votes -
Search in Documents for "sent by" user
Search in Documents tab by a specific user, i.e. like the one who created the documents. Example: I'm a manager reviewing the list of documents in the workspace. I want to retrieve a list of documents associated with a specific member of my team. I type their name or email address in the search bar and I should see a list of the documents they've sent. Currently, I only see those they've participated in, nothing they've sent. It would be great to have the option to see "Sent" or "Participated" depending on the need.
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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API rate limits
increasing the current API rate limits for pdf upload and template creation
4 votesPlease be informed that create a document from a template limit is 300 per min and create a document from PDF limits is 50 per min.
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Automatically add additional signature fields
We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.
It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.
4 votes -
SugarCRM version 10.3
SugarCRM updated to version 10.3 and no longer integrates with PandaDoc
4 votesThe PandaDoc extension supports SugarCRM version 12.0, and will continue to work with older versions from 8.*.*. onwards.
Please see more here: Sugar CRM.
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description of the pricing table item transferred to Xero invoice
description of the pricing table item transferred to Xero invoice
4 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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Quickbooks sales tax automation
Ability to sync QBO Sales Tax amount to payment amount on PandaDoc document.
4 votes -
Apply a discount to all the pricing tables within the document at once
Option to apply a discount to all the pricing tables at once
4 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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Replying notification email
I would like the recipient reply more than one emails when replying notification email.
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Delete Document within CRM iframe
The customer would like to be able to delete a document within the Hubspot deal and then have that document deleted in PandaDoc as well. This would save them time
4 votes -
salesforce: select products you want to appear in pricing table from the opp
SFDC Integration: any way to filter the products on a quote to be included on the contract. i.e. have 6 products on opp but only want to show 5. For example, want SLA to be included on opp as product but don't need that pull into product table. Workaround is using mapping products feature but still too much human error to count on sales reps to delete the product. Other workaround is approval workflow for manager to QC product is removed. Ideally want logic they can set up to take care of this so it's just automated
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Webhook for New Template Created or Template changed
When field or tokens are updated on the template it would be nice to have webhooks to know the values have changed.
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
