5967 results found
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2 votes
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Document cc notifications for end users take them to the Analytics
Users that are CC'd on a doc are not able to see the analytics when they first log in.
They are brought to the Customer interface.
To See the analytics they have to search the Doc library for the doc sent.
1 vote -
Ability for page number to show left or right
Ability for page number to show left or right
22 votes -
Sync Collect files field with Dropbox
Sync Collect Files field in Dropbox
2 votes -
Send notification to recipient for declined document
The ability to send declined document notifications to CC'd recipients as well.
Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.
10 votes -
Transfer / swap user licenses from one user to another
Ability to transfer existing licenses from one user to another without having to remove/re-add the user
36 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Email formatting
Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.
26 votes -
add multiple background images on a page
add multiple background images on a page
3 votes -
ability to setup sorting in the pop-up window when adding items from catalog to a pricing table
ability to setup sorting (for example by sky, or price) in the pop-up window when adding items from catalog to a pricing table
4 votes -
Asana
As an Operations Manager, PandaDoc and Asana both help organize and further business. Integration with Asana would be a mutually beneficial partnership as users can keep their workspace in one platform while also utilizing PandaDoc within that platform. Please consider this as a viable tool!
4 votes -
Full Name variable
full name variable instead of first name and last name separately
6 votes -
Change Paper Size for A4 to Default in Main Settings / Theme Settings
Wants to use the A4 layout feature for all documents. Currently has to edit each one manually. There are two countries in the world using US format (US + Canada) - everyone else uses A4. Thank you!
12 votes -
Merge vertical cells in Pricing table
The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.
60 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Mulitple separate approvers on one template
Customer is looking for the ability to have multiple approvers on one template (with the document creator having the ability to choose which of those individuals will be the approver). Ex: there are 4 individuals who can approve the document and based on certain scenarios you would choose who of those four is the appropriate approver. If Approver 1 fits the criteria for this scenario, then I could select that only Approver 1 be the approver on the document and it would only go to that individual
1 vote -
Option on the data merge to set up font weight
Option on the data merge to set up font weight.
- Will allow the user to set the font weight in the pricing table using Data Merge
1 vote -
Vaultre CRM
To be able to integrate with CRM VAULTRE or have an option via Zapier,
1 vote -
Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)
Choose the number of decimals shown to the viewer.
Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.
451 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope this release 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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Filter criteria for the dashboards view per date range
Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?
13 votes -
Customize information passed to QuickBooks
Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.
17 votes -
1 vote
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