7438 results found
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Group Pricing Tables based on Product Names
I'd like to press one button to group pricing tables by "Product" or by columns/fields.
For example, I have a template with multiple pricing tables, I'd like to group tables by the "Product" name then sort by the "Name" field. Alternatively, I'd like to sort pricing tables to ensure everything with the same name is grouped together.
9 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.
39 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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Create relational fields
I would like to be able to have 2 relational fields for gathering client billing information.
Ideally I would like to have the Checking Account field written twice. If second field does not match the first field it should throw an error.
Thanks,
Maher1 vote -
1 vote
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Add status to 'Users in current workspace' for users who have completed registration
We have hundreds of users on PandaDoc and we would like to see which users have not yet accepted their invitations / completed sign up. Would it be possible to add another column on the user view in Settings that indicates whether a user has completed sign up (Active) vs those that have not yet completed sign up (Inactive)?
Thank you!
1 vote -
Remove recipients when creating document via Hubspot on iPad
At this point, recipients can't be removed when creating document via Hubspot on iPad. Add the option to remove them for the user.
1 vote -
1 vote
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Webhook event for expired link
Option to have webhook event for the expired link (if the document link expires)
3 votes -
Send bulk communication/email messages to workspace(s) users
We have several different workspaces, and as the Account Owner, I like to be able to communicate out to members of all workspaces on updates/info/etc. related to PandaDoc and our company's specific processes. Instead of having to manually enter these users into a work email, it would be great to be able to send emails to PandaDoc users within any and all workspaces in our PandaDoc platform.
1 vote -
[Microsoft Dynamics] Primary contact information of the account is passed as recipient rather than account information
If the document is created from Quote and Potential customer is set to account, primary contact information of the account should be passed as recipient (rather than account information itself).
1 vote -
1 vote
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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 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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