2929 results found
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Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
22 votes -
More Pricing Table Variable Options
Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)
28 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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3 votes
Valeryia Baranava responded
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34 votes
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!
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Update variables in smart content
It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
It is quite difficult to use a template for a separate client if the custom variable value should be changed.6 votes -
Localization: Set Signature Certificate language (German, Spanish, Dutch, Portuguese, etc.)
User would like to have the certificate of signature in specific language with local time
28 votes -
PDF field recognition improvements
When uploading a PDF document as a template improve field recognition.
12 votes -
no extra page when adding item from content library
no extra page when adding item from content library
18 votes -
Map Catalog Headers to Pricing Table Columns
The headers in your catalog seem like they should match up with your pricing table columns. Which is obviously not the case, some do, some don't.
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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Image Editing Capabilities (crop, rotate, flip, resize scale etc)
Image Editing Capabilities (crop, rotate, flip, resize scale etc)
191 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Create a Content Library Item from a Sent Document
Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.
3 votes -
Custom Permissions for adding tags
Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.
3 votes -
[Bulk Action] Export and bulk delete documents from a particular template
Bulk Export and Bulk delete documents of a particular template that have been completed
5 votes -
Permissions for specific documents: Private documents (Password protect documents internally)
Have an option to create a private document where only the account owner/user can have an access to.
Restrict/lock documents from other Admins View.201 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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General settings for workflow approval: Update approval workflow setup for multiple templates in bulk
Have the same approval workflow setup for multiple templates
62 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the 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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Page number visible in web version
Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.
258 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Deduction from the Total rather than the SubTotal
applying deduction direct of the total rather than the subtotal in the pricing table.
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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ClickUp
Integration with ClickUp
19 votes -
Document approval defaults for all documents
I want 100% of the document going out to be approved.
I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.8 votes -
Document download approval
Very few of our users ever use the PandaDoc to send documents or collect signatures. Most of them, at least as far as I understand, will use the templates to create a document, then just download it, print it out, and deliver it person to collect an in-person signature. From what I can tell, the downloading of documents is not subject to the approval workflow process, regardless of whether the button says “send” or “send for approval.”
So at least as far as I can tell, if we were to set up an approval workflow on a template, that’s not…4 votes
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