2929 results found
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[Bulk send] Edit documents
Edit documents that user would like to send in bulk
18 votes -
Download Chat / Private Message transcript
Option to download private message /chat on a document.
18 votes -
Report Revenue
Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.8 votes -
Set client's default email subject (automatic subject)
Set client's default email subject (instead of X has sent you the document).
102 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Option to define the template which document was created from
Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).
68 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Ability to not loose content when two users is editing the same doc at the same time
Ability to not loose content when two users is editing the same doc at the same time
3 votes -
Pass images from CRMs to documents using tokens/variables
ability to make images as dynamic field or as a variable
66 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
8 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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Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template
Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template
94 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Create and Send document in one API call
Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.
7 votes -
Notifications for non-document participants (non senders)
Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.
92 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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Default size and font for a field
The option to set the default size and font for a field so they appear the same.
52 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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sync Document.Value with the Amount field in Salesforce
sync Document.Value with the Amount field in Salesforce
6 votes -
Bulk Send Expiration / Reminder Settings on Template
Have expiration/reminder settings on a template which is used in Bulk Send to remain.
8 votes -
The possibility to add the sequence number without sequence name
The possibility to add only sequence number to the document without required sequence name.
7 votes -
36 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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Customization for Decline Reasons
Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.
96 votes -
Format Painter option in PandaDoc
Make it easier to copy formatting of text, etc. within the document with a format painter button like in MS Office.
33 votes -
Combine/Merge Templates & Documents
There should be a feature that allow you to combine templates and documents
99 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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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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