2929 results found
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Link existing document for Monday.com Integ
link an existing document to an item in Monday through the integration?
9 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis, 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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change expiration on form template
Ability to change and edit the expiration date/validity of a form template.
8 votesValeryia Baranava responded
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Shared templates are added to the "All templates" folder
Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.
11 votes -
Create a report/track data about Pricing table items and show Line Item statistics with data export
Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics
9 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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PipeDrive connection
The option to set up 1 PandaDoc user to several Pipedrive accounts.
21 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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Edit / customize text in all email notifications including Completion or Signed Email Message
Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.
Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995
258 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Pricing Table (Quote Builder): Input negative quantity / value.
ability to input negative quantities (when users are removing products from their master contract)
Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that46 votes -
Option to rotate pages of a document
The option to rotate pages.
109 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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comments feature for uploaded documents
comments feature for uploaded documents
7 votes -
JIRA
Jira integration
5 votes -
Upload custom font via file upload
The ability to have custom fonts outside of Google fonts
80 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Ability to turn off specific notification emails sent to recipients.
Ability to choose/turn off which email notifications the recipients/Signers will receive.
138 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Change the title of the button “open the document”
Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)
14 votes -
Schedule Sending documents
Ability to schedule when to send a document
292 votesWe wanted to share an update regarding the 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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Section Totals (per Section) (SUM)
When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.
8 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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Prevent Fillable Fields from shifting
Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
The content locking feature doesn't help.22 votes -
Push the updates to custom object in Salesforce for notes
Push the updates to custom object in Salesforce for notes
3 votes -
2 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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Option to set the Pricing Table Optional item as a default setting for workspace
Option to set the P.Table Optional item as a default
5 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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Upload pdf within content blocks
Would like to upload a “pdf” in the middle of content blocks
4 votes
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