2929 results found
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7 votes
Valeryia Baranava responded
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More connection between workspaces: Design options, themes, settings shared between workspaces
- themes and fonts available and shared across all workspaces
- swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
- shared settings for all the workspaces to better manage the account
55 votesAfter careful consideration and further analysis of this idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Reporting: Time a document is waiting to be approved when sent to approver
time to approve success metric
44 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 using zapier to update catalog items
Option using zapier to update catalog items
- this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
5 votesValeryia Baranava responded
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When adding documents to a pricing table from the product catalog, move 'Categories' sections to the same page as the list of products, not
When adding documents to a pricing table from the product catalog, move 'Categories' sections to the same page as the list of products, not to the separate section, so there's no need to open it each time.
1 voteHi. 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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Place a page break inside a text block
Allow a user to customize or cut a whole text block on desired segments.
28 votesValeryia Baranava responded
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3 votes
Valeryia Baranava responded
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Smart Content to work with uploaded pages
Smart Content to work with uploaded pages
8 votesValeryia Baranava responded
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Option to retain the values / info on fields once it is duplicated.
Option to retain the info on fields once the document duplicated..
- Will retain the value / info on fields when document is duplicated.
5 votesValeryia Baranava responded
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Smart content: be able to pull CLI background image
If:
-Template theme doesn't have a background image
-Page of the template where conditional smart content block is placed doesn't have a backround imageThen
-Be able to pull the background image of the CLI for the page in the resulting document3 votesValeryia Baranava responded
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Link a document to Authorize.net payment
Option to link a document to Authorize,net payment
2 votesValeryia Baranava responded
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5 votes
Valeryia Baranava responded
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Customize/select/personalize email messages for multiple recipient/signers
Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.
41 votesValeryia Baranava responded
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There should be an option online to change the subscription plan to Free eSign plan.
There should be an option online to change the subscription plan to Free eSign plan.
2 votesValeryia Baranava responded
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Customize who receives email notifications
As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.
79 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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add collaborator through API while creating a document
add collaborator through API while creating a document
11 votesValeryia Baranava responded
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Use text values in pricing column: add text to the price column in the pricing table
add text to the price column in the pricing table like: To be determined instead of the price
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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Create one quote using multiple deals in HubSpot
Is it possible to create one quote using multiple deals? What I’m curious about is if a PandaDoc quote allows you to include all of the products from multiple HubSpot deals to appear in the editable pricing table of a single quote? Rather than creating separate quotes for each deal.
13 votesValeryia Baranava responded
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Rounded pricing table design and not just plain box
customer wants rounded table design and not just plain box
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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Ability to automatically pause a subscription
Allow the option to pause an account automatically for a set period of time, such as a seasonal hold.
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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