3784 results found
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ability to rename a document when when on viewing mode (opened document)
ability to rename a document when when on viewing mode (opened document)
2 votes -
Customization for Decline Reasons
Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.
97 votes -
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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6 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're glad to let you know that the feature is available within the system. You can make a subject line (title) for your saved message. Saved messages include email text and a title. The title becomes the subject line of the email. Please see this link for more information:
https://support.pandadoc.com/hc/en-us/articles/360042973473-Saved-messages
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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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[Bulk actions] mass select and move/delete/update all or selected fields
mass select and move/delete fields ev2
46 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!
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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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Watermarking
Adding a watermark on the pages
77 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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Attachments in Content Library
Ability to save and retrieve attachments from Content Library.
13 votes -
Ability to select multiple items from catalog
Have checkbox option when selecting catalog items so that you can add more than one item at one time.
1 voteIt is possible to select several items when you are adding them from the catalog, for this please click on the items you need in the add from catalog window.
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91 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Trigger Approvals based on if a section is edited
Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.
6 votes -
Webhook event for doc completed by all recipients
Webhook notification: document completed by all the recipients
5 votes -
Variables contain formulas: Excel formulas
Option to put formulas into variables similar to Excel
96 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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API rate limits
increasing the current API rate limits for pdf upload and template creation
4 votesPlease be informed that create a document from a template limit is 300 per min and create a document from PDF limits is 50 per min.
