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319 results found

  1. Product Catalog: calculated pricing

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Anonymous shared this idea  · 

  2. Signature field: require notarization

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. 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!

    Anonymous shared this idea  · 

  3. Recipient verification on Forms (Forms email validation)

    17 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  4. Payoneer Integration

    8 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Anonymous commented  · 

    Can only use Payoneer because of client's country's restriction for Paypal, Stripe, etc.

    Anonymous supported this idea  · 

  5. Ability to suggest edits to eForms.

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  6. Rotate Text Blocks

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous supported this idea  · 

  7. Rotate fields

    9 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  8. Schedule Sending documents

    252 votes

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    25 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Anonymous commented  · 

    schedule an automation, to send the users a bulk email at the start of every month

  9. The ability to put a table block inside a text block.

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  10. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    13 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Anonymous supported this idea  · 

  11. Wise

    15 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Anonymous commented  · 

    Would like to request to have wise as payments.

  12. Ability to download a csv on all active Forms responses

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  13. Option to disable notification to recipients after document got completed

    13 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Anonymous commented  · 

    FORMS: disable notification to the recipient once completed

  14. set optional item in PipseDrive

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Anonymous shared this idea  · 

  15. Send invoice when payment is made: Invoice with Paid windows

    28 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

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    Anonymous commented  · 

    Currently our workflow is that when a client signs the document they are requested to pay through our payment gateway with Stripe. However, we have scenarios where clients need us to send an invoice instead of them paying through the payment gateway. I'm wondering if there is a way to allow a client to request an invoice be sent

  16. share room templates between workspaces

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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  17. Auto-Reminders For Bulk Send

    27 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Anonymous commented  · 

    turn auto-reminders all off at once for documents sent in bulk

  18. ability to send out an email about the entire Room, not specific to an approver or send the whole room out to an external person

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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  19. assign an approver to an entire room as well as to a regular folder

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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  20. Payment Gateway Automation

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Anonymous commented  · 

    ability to set up auto pay for payment gateways

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