2929 results found
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Reporting: Custom date ranges that go to a future end date
Have the ability to start a report that ends at a future date without having to alter the custom date each time. For example, Today is February 13th and I would like to create a report for this quarter that collects data from the start of the year to the end of March for the first quarter, then start a new report for the next quarter, etc.
2 votes -
Share template folder with other workspaces
Ability to share a template folder with other workspaces
6 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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Add a due date for signature
I use PandaDoc to share forms that require partner signatures before I can submit it. A due date for the partner's signature, with the ability to send auto reminders if it's not signed within 24 hours of the due date, would be really helpful.
1 vote -
Get a pop-up notification from the app when one of your clients signs a contract
Get a pop-up notification from the app when one of your clients signs a contract
2 votes -
Allow sorting of folders and documents within folders A-Z
Be able to sort folders and documents within folders A-Z. Like Windows Explorer. When you get a long list of customer project, it becomes cumbersome and inefficient to find what you need. Should be able to click in the column header to sort, Best would be to have both the folder/document title, date created. So people can readily find either by name or by newest or oldest. Very surprised PandaDoc does not have this, it's such standard software functionality. Feels like some program barely out of it's first beta, to be honest.
2 votes -
Duplicate steps of the CPQ workflow
Ability to duplicate one of the steps in the workflow without having to re-write all of the quote rules
3 votes -
HubSpot Automation: sync cost values
Sync the following values from CPQ to HubSpot:
Total One time Costs
Total monthly costs
total quarterly costs
total yearly costs2 votes -
Mobile App- Admin Panel views
Need to be able to manage users as an admin and view billing details. Specifically:
Invite users
Deactivate users
Reset usersView billing details, including:
plan information
invoices
Subscription renewal dates1 vote -
Add AI Chatbot to the PandaDoc app for Mobile
Make AI Chatbot available for the PandaDoc app for Mobile.
2 votes -
Automate sending a Report based on data within an account's Reports tab.
Customer wants to be able to automatically receive a Report of all Paid documents via CSV file, sent to her, as an example, every Monday. The report will include can include what's currently available within the Reports tab or a custom report.
2 votes -
API: Track individual field completion or real-time page navigation
Create an API endpoint or webhook that triggers based on individual field completion or real-time page navigation.
we're looking for some way of better tracking how far along someone's getting with a document. Right now it's split into 10 key requirements, so we thought maybe that's a better way of tracking progress within a document
1 vote -
Customize notification on cancelled notary sessions.
Ability to customize notary message that is sent out for cancelled sessions. Currently includes email of person who created request. Would like it to reflect a 1-800 phone number instead.
2 votes -
White Label SMS
White Label the SMS message to confirm a user's identity (recipient verification) to remove the PandaDoc logo.
1 vote -
Rooms: Create Custom Role / Access Groups
Can we create Room user groups that have standard accesses, like Internal vs External group 1, External group 2, etc.
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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Ability to add "@-mention" in a document chat once it gets sent out.
Ability to add "@-mention" in a document chat once it gets sent out.
1 vote -
Ability to rename automation
Currently, the automation names are long. Having a way to rename them helps avoid confusion with other automations that have part of their names being the same.
2 votes -
Issue with recipient groups when creating docs from templates
Fix issue with recipient groups so that they don't get deleted when starting a document from a template. When assigning roles there is a user field for recipient groups. It's a predefined group so there is no need to add a user, and when someone does by mistake, it clears the entire group from the document once created. This is critical for us as we have a contract distribution group for executed deals, and when the group gets cleared the users that need a copy don't receive.
3 votes -
Gantt chart content block
We have a gantt chart for project timelines in our template that we've build using a table feauture but we'd like in PandaDoc had a feature specifically for this especially because we know many of our competitoras in the space include Gantt charts in their proposals
2 votes -
Support Polymorhic Relations for Lookup Field in Salesforce
At this point, if lookup field in Salesforce refers to 2 objects at the same time, we are not creating objects under PandaDoc setup to pass variables.
2 votes -
Retain recipients and metadata associated with it, when moving completed documents from one workspace to another.
To have the ability of retaining recipients and all metadata associated with it, when downloading a completed document from one workspace and uploading it in another workspace,
2 votes
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