7148 results found
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Pre-sign template (or a Form): Fill in signature on template level
Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).
263 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Update Contacts via mobile app
Ability to update the contacts list via mobile application!
4 votes -
Moving pricing table sections above column names
Moving pricing table sections above column names
5 votes -
Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]
I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.The use case includes: Transfer fields…
24 votes -
1 vote
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send PandaDoc document instead of word while setting up the White labeling feature.
send PandaDoc document instead of word while setting up the White labeling feature.
1 vote -
1 vote
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Get workspace ID from IU
Option to get workspace Id from UI
3 votes -
Grand Total for 2 Different Pricing Table
is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two
52 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 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.
If you need help with the setup, please reach out to your Account Manager or PandaDoc support team.
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In-App notification for New Features
Would love to see notifications in-app when new features are released. It would help as sometimes people click out of the update banner and cant get back to it again.
1 vote -
1 vote
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Conditional Approvals for Pricing Column
Functionality that if a price quote or discount is below a certain threshold, it can be sent for approval.
1 vote -
Set a limit on the number of licenses: when limit is reached, access to join account is denied
Be able to set a limit on the number of licenses in PandaDoc, and when if that limit is reached and someone tries to join, they will be denied access until the Account Owner either removes a user or adjusts the locked license count.
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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Signature deletion
In case the signature is put in the draft document, it should disappear if the duplicate is created..
If the document is self-signed, the signature should disapppear if the document is edited or the duplicate is created.
3 votes -
freshsales
It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)
9 votes -
Ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers
ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers
1 vote -
1 vote
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Toggle to add/remove permission to print document before sending through PandaDoc
most of our users prefer to create their documents, then download them and/or print them out instead of sending them out through PandaDoc or presenting them digitally in person. The problem there is that, even with an approval rule in place, it appears that users can still just create their document and download it, which would allow them to completely circumvent the approval process. That’s obviously a huge liability for us, which is why we’ve not made this particular service template available to anybody outside of our master workspace (which only very specific people can currently access). We were hoping…
6 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. You can create a custom role and disable the permission for a user to download their own documents.
For more information, please check the link below:
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Option for fileds to have spaces to accomodate government ID numbers
Option for fileds to have spaces to accomodate government ID numbers.
2 votes -
Transfer data from fields into a pricing table
I want to give some options for my products and services in the form and once the user submits the form, I expect to move the data in a pricing table
1 vote
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