2993 results found
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Customize notification on cancelled notary sessions.
Ability to customize notary message that is sent out for cancelled sessions. Currently includes email of person who created request. Would like it to reflect a 1-800 phone number instead.
2 votes -
White Label SMS
White Label the SMS message to confirm a user's identity (recipient verification) to remove the PandaDoc logo.
1 vote -
Rooms: Create Custom Role / Access Groups
Can we create Room user groups that have standard accesses, like Internal vs External group 1, External group 2, etc.
1 voteHi. 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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Ability to add "@-mention" in a document chat once it gets sent out.
Ability to add "@-mention" in a document chat once it gets sent out.
1 vote -
Ability to rename automation
Currently, the automation names are long. Having a way to rename them helps avoid confusion with other automations that have part of their names being the same.
2 votes -
Issue with recipient groups when creating docs from templates
Fix issue with recipient groups so that they don't get deleted when starting a document from a template. When assigning roles there is a user field for recipient groups. It's a predefined group so there is no need to add a user, and when someone does by mistake, it clears the entire group from the document once created. This is critical for us as we have a contract distribution group for executed deals, and when the group gets cleared the users that need a copy don't receive.
3 votes -
Gantt chart content block
We have a gantt chart for project timelines in our template that we've build using a table feauture but we'd like in PandaDoc had a feature specifically for this especially because we know many of our competitoras in the space include Gantt charts in their proposals
2 votes -
Support Polymorhic Relations for Lookup Field in Salesforce
At this point, if lookup field in Salesforce refers to 2 objects at the same time, we are not creating objects under PandaDoc setup to pass variables.
2 votes -
Retain recipients and metadata associated with it, when moving completed documents from one workspace to another.
To have the ability of retaining recipients and all metadata associated with it, when downloading a completed document from one workspace and uploading it in another workspace,
2 votes -
Hubspot PandaDoc Product Catalog Sync
The current product library sync does not completely solve for how end users would actually need the feature to work. It only provides a one-time sync: when a new product is created from our HubSpot product catalog it syncs that new product to our PandaDoc product catalog, but does not sync ever again. In a live environment, product details, pricing, etc. are updated throughout the year, and when those existing products are modified in HubSpot, the changes do not reflect in PandaDoc.
1 vote -
Rooms: option to use custom fonts
Inherit custom fonts uploaded and available in Templates when creating or editing the Home page
4 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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Stripe Installment and recurring payment
Limitation: recurring payments through Stripe only support weekly, monthly, or yearly frequencies, which don't accommodate quarterly or custom installment schedules.
Can we have the ability to match Installment to go the same as recurring options
2 votes -
Automation: Automation with LinkSquare
Ability to automatically send or forward only fully executed (final, fully signed) contracts to an external platform (LinkSquares) via a designated email address, instead of relying on Google Workspace email forwarding rules.
2 votes -
[Quote Builder] Ability to view hidden columns after the document is sent
Have the ability to view hidden columns of the Quote Builder after the document is sent.
27 votes -
Ability to link a document to a Pipedrive deal via PandaDoc ipad application.
Sales reps need to be able to open a new document via a template in the field and link the document to an existing Pipedrive deal using the iPad app
1 vote -
Add on Services
I think it would be great for the "Product bundle" to be optional. like we can set it up on the back end but it may not apply for everyone I am trying to sell. So if would be able to be toggled on and off
1 vote -
Embedded Signing/ iFrame functionality
iFrame is soon to be deprecated, but some clients still need it
2 votes -
[Reports] Show details about the report itself (Who created the report and when it was created).
Currently, you are unable to see who created a report and when it was created.
2 votes -
Ability to map Salesforce opportunity fileds with pricing table footer
Scenario: A customer would like to pull the Tax Rate field from the Details tab of the Opportunity to the Tax row in the Pricing Table footer
2 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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Ability to print signatures on paper documents
Ability to print signatures on paper documents and align with the formatting.
2 votes
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