5967 results found
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Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost
Ability to create new status tiles for document management.
152 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Unpublish Form on the specific date
Option to make a form to be unpublished on an specific date
1 vote -
2 votes
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Create Powerpoints and Documents
In addition to creating documents, customers would also like to create slideshow/ppt presentations
8 votes -
Renewal Reminder Customised Message
It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.
Perhaps an addition to this area?
10 votes -
Duplicate workspaces
The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.
13 votes -
1 vote
Dear Glenn,
This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding the extended drop-down menu with reminders and expirations! We highly appreciate it!
Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to prioritize the feature request if you could provide us with a couple of details on what exactly you'd like to see there and which options should be available for you within the drop-down.
I appreciate your time and looking forward to hearing back from you!
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Percentage calculation
The option to calculate percentage of a particular number.
23 votes -
Folders password protection
Add password protection to specific folders inside PandaDoc
34 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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Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates
limit which templates / template folders a user can access
188 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
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1 vote
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1 vote
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Ability to add product images via Dynamics 365.
Ability to add product images via Dynamics 365.
1 vote -
Option to set a user as just an APPROVER of specific documents in a workspace
Option to assign a user to be just a document approver.
1 vote -
Option to have a recipient to sign the document and forward it to another signer with saved field values
Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.
47 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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3 votes
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Create a copy or shortcut of completed documents in another workspace
Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.
6 votes -
When a creator types into a fillable field before sending, that field is automatically assigned to the creator
When a creator types into a fillable field before sending, that field is automatically assigned to the creator
4 votes -
Sorting Reporting Data by header fields, like owner, date, recipients, etc.
In the Reporting tab where you can see all your documents we would like to able to sort and order the documents by the headers and be able to search all the documents by more than just the title.
1 vote -
4 votes
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