5401 results found
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Dropdown workflow
Clicks a button or makes a selection on a drop-down, then that form gets sent to the selected person.
1 voteValeryia Baranava responded
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Create a report/track data about Pricing table items and show Line Item statistics with data export
Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics
9 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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PipeDrive connection
The option to set up 1 PandaDoc user to several Pipedrive accounts.
21 votesWe wanted to share an update regarding this 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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Reject a document in a bundle
Be able to reject a single document in a bundle.
1 vote -
Edit / customize text in all email notifications including Completion or Signed Email Message
Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.
Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995
256 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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MP4 Display Option Added to Video Block
Have an MP4 option added for the video block
5 votes -
Lock ability to download to pdf to preserve document analytics / Disable Template PDF download option for the team
Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.
6 votes -
1 vote
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Document Sensitivity
If the recipient needs to know the document is confidential. I was hoping there may be an option similar to the page numbers and code that is automatically added to a PDF of a PandaDoc document that would add the classification.
1 vote -
collapsible sections/pages
collapsible sections/pages so a client can minimise or expand sections they're interested or not interested in
11 votes -
Notifications about all document changes and updates for all recipients
Notifications about document updates for all recipients
21 votes -
1 vote
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Pricing Table (Quote Builder): Input negative quantity / value.
ability to input negative quantities (when users are removing products from their master contract)
Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that46 votes -
2 votes
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3 votes
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pdf download formatting looks different than in-app
PDF Download doesn't look the same as the user view. Page breaks, font size, color bleed aren't holding true.
11 votes -
Balance payment request
When a % payment is setup, create a way to request the balance after a period of time. The balance request should have the option to be triggered after a certain amount of time or requested manually. It should also allow to turn on the scheduled request at some point after the doc was signed. Nor example, I require a 50% deposit and the balance due net 30 when shipped. I need to be able to go back in and set up the thirty days when the item is shipped.
2 votes -
Option to rotate pages of a document
The option to rotate pages.
108 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Reminder Tab in left-side navigation menu
Nearly every feature on PandaDoc is conveniently available from most context menus in the documents tab except for the function to send a reminder which requires you to go through several tabs inside the document to reach. It would save me a lot of time and help me avoid double-sending reminders if it was easier to reach.
2 votes -
report how many documents created by week
How many documents were created by week - get a report of this.
2 votes
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