3784 results found
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Dashboard option to track when a customer has signed a contract (multiplesigners involved)
My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign
5 votes -
66 votes
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Show line item's discount sum
Be able to make the discount in the footer show the sum of line item discounts (at the moment (12 October 2020) it's possible only to set up either the fixed discount for the whole sum or the line item discount)
11 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re excited to let you know that the feature is available. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/8918534136087-Add-and-set-up-quote-builder-
Have a wonderful day!
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TOC for pages
table of contents for the pages/sections. similar to proposify and better proposals
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 click the link below!
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Bulk Send from CRM
Ability to Bulk Send from CRM
30 votes -
Text formatting for catalog
At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.
18 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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Reporting by Template
User want to see analytics such as time to close for the Templates to make the KPIs report by Template, and see how they perform.
2 votes -
4 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
There is a way to adjust all pricing table cells font via Design option: https://share.getcloudapp.com/04uWmB0l
Have a wonderful day!Â
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62 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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1 vote
Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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2 votes
Hi there đź‘‹
Excited to share that Text field validation via regular expressions has been released.
For more information please visit our Help Center.
Looking forward to your feedback.
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7 votes
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"Instructions" block (auto-deleted text block)
Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent
6 votes -
33 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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API - Create Document form Docx
Ability to create a document via the API with a docx file type instead of a PDF file type.
4 votesAPI - Create Document form Docx is available within the system. Please see the link for more information: https://developers.pandadoc.com/reference/new-document
Have a wonderful day!
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Signature certificate for the documents completed manually
Option to generate a signature certificate for the documents completed manually
14 votes -
Pull Pricing Table Tax Flat vs Percentage rate from SalesForce
Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce
11 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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Disable Document Sent for CC'd Recipients
Ability to remove "Document Sent" email notification for cc'd recipients.
33 votes -
Generate Report of the IP address and location in the Signature Certificate
report of all the signed documents using specific IP addresses
13 votes -
Improve bulk download for huge amount of documents (1500+)
Users are having issues if they bulk download 1500+ documents, the link is never delivered
11 votes
