3784 results found
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Ability to embed a website iframe module in documents/templates (also for booking a meeting) / Embed a map from MyMaps/Google maps
Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.
33 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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Column mapping for pricing tables for other CRMs (now available only for Salesforce)
Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce
4 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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Hubspot workflow
Any plans for Hubspot Workflow?
55 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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Adjust signing order for sent documents
Adjust signing order for sent documents without having to edit and resend the document
12 votesHello there! đź‘‹
I'm happy to inform you that you can now adjust the signing order for sent documents without needing to edit and resend the document. This feature is applicable only to recipients who haven't yet received the document.
Your feedback would be greatly appreciated.
Best,
Igor from the Product Team at PandaDoc
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Conditional Approvals for EV2
Conditional Approvals feature Parity for EV2
41 votesConditional approvals are now available for Editor 2.0 pricing tables: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H33G8HKTT28QHN22170Z94
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Option to calculate values within the document that are placed outside of the PT
Option to sum up values within the document, for example a user would like to add hour estimation underneath each section of a document and calculate them at the bottom of the page
5 votes -
Bulk Manage reminders for sent docs
Send reminders for multiple documents at once
51 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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6 votes
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UX improvement: More explicit difference between working on a template and working on a document
The Document and Template Editor pages look almost identical. A common first-time user error is creating a document when you think you are creating a template or vice versa. Common for New Hires, New Customers, common support question.
You cant set up an approval workflow on documents, if there was a pop-up that redirected you it would be helpful.
Same with Roles and "why can't I send this document" ... Because you are in a template.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please check the video below!
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Advanced image resizing
The ability to be very precise adjusting image's size in the PandaDoc Editor 2.0 - specify dimensions, for example
46 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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export the custom role permissions into excel file
a way to export the custom role permissions into excel file
3 votes -
Expanding text fields: The ability to text fields to get bigger as recipients are typing/not have character limits.
Auto-shrink text when it will not fit fully in a field. Auto-adjust text field entry.
54 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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1 vote
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Inbox -
Recipient view: Slovak
Hi,
It seems that Classic editor offered also Slovak language, however current Editor 2.0 does NOT.
Please add Slovak language also to newer Editor 2.0https://support.pandadoc.com/hc/en-us/articles/360003003613--Classic-Editor-Localization
https://support.pandadoc.com/hc/en-us/articles/360046947533--Editor-2-0-Localization#h_3986e326-3e7f-47f5-840f-ef0446594bd14 votes -
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! -
Skip/remove or override a signer the signing order
Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)
22 votes -
6 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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Search in Documents for "sent by" user
Search in Documents tab by a specific user, i.e. like the one who created the documents. Example: I'm a manager reviewing the list of documents in the workspace. I want to retrieve a list of documents associated with a specific member of my team. I type their name or email address in the search bar and I should see a list of the documents they've sent. Currently, I only see those they've participated in, nothing they've sent. It would be great to have the option to see "Sent" or "Participated" depending on the need.
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Inline comments for recipients
how do i enable recipients to add comments against document content fro response back?
23 votes -
5 votes
