5401 results found
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2 votes
Valeryia Baranava responded
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7 votes
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Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent , viewed, expired and completed documents
Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily
8 votes -
smart content lock
smart content block option unavailability for content library.
2 votes -
SFDC triggers for SFDC activities via PandaDoc
The ability to control SFDC activities and triggers via PandaDoc.
1 vote -
10 votes
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Conditional discount (amount)
Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
from £20,001 up = 15% discount.67 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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API call for link2CRM for MS Dynamics
API call for link2CRM for MS Dynamics
1 vote -
choose specific time of day for document expiration
choose specific time of day for document expiration
127 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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[Bulk Action] Mass download templates
Mass download templates
51 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Add Chinese as a Language
I'm having trouble uploading bulk contacts. I believe it's because it contains Chinese characters in the names and company names in my xls file. I keep getting error messages when I try to create a zap.
24 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! -
Ability to assign or change licenses for mass users in bulk
The ability to select a bunch of users and assign them a license.. that way i don't have to change each license for each user and confirm each change..
3 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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Dropdown Field w/Fill-In option
It would be great if Dropdown Fields could have a "enter-yourr-own-value" option. Like this:
Favorite Color
- blue
- green
- yellow
- red
- ENTER-YOUR-OWN-VALUE -... so someone could fill in "chartreuse" or whatever their choice is, if it's not included in the suggested options.
5 votes -
Pin Frequently Used Templates
As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.
3 votes -
Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
2 votes -
A one-click sign all button
A one-click sign all button
8 votes -
forms can be renamed by recipient
The title of a form can automatically or manually be changed by form recipients.
5 votes -
Ability to select a line item as optional when a column is locked
Abilty to add an optional tick box when the table is restricted e.g. a column (such as the pricing column) is locked
6 votes -
Direct video uploading
Availability to add videos to Content Library as files and upload on the document not through the links but from the files (e.g mp4)
21 votes -
Ability to check the reporting specified to the customer.
Ability to check the reporting specified to the customer.
1 vote
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