7353 results found
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Update recipient view language in one action for all of the documents.
Previous and new.
1 vote -
Hide pricing table column if there is no value once the document is generated.
Pricing table column will be hidden if there is no value once the document is generated.
7 votes -
Restrict the ability to invite guest licenses (collaborators) to the admin role only.
Restrict the ability to invite guest licenses (collaborators) to the admin role only.
38 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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Restrict document owner from resolving suggestions
Restrict document owner from resolving suggestions but leave this option only for document approver(s)
4 votes -
Ability to save smart content/smart content rules (Сontent library for Smart content)
Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.
24 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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3 votes
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Include changes in Approval workflow in the Audit Trail
Include on the audit trail what exactly has changed via approval workflow
3 votes -
4 votes
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iFrame error details
iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"
1 vote -
Remove users via SSO
Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.
13 votesWe wanted to share an update regarding [insert 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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show cost and profit margin per line item even when the document is sent/completed
show cost and profit margin per line item even when the document is sent/completed
12 votes -
Advanced Date Validation
Allow for Date range validations, including start and/or end dates, that include any/past/present days, as well as variable references and common date macros (such as +1D)
2 votes -
2 votes
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1 vote
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Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to
Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to
1 vote -
Revinate
We need either a mail merge functionality or integration with Revinate so PandaDoc can automatically pull client details into our templates.
1 vote -
PayJunction
integration with payjunction payment gateway
1 vote -
2 votes
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upload document from email to pandadoc
eliminate the manual upload of documents in PD, just send the documents for signature via email and then it gets uploaded directly in PD where it just need to access and sign the document. upload document from email to pandadoc
5 votes -
Set a date range for recipients to choose from on date fields
Set a date range for recipients to choose from on date fields
5 votes
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