5392 results found
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[Reporting] Reporting based on document tags
Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.
38 votes -
restrict uploads to certain users
restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document
2 votes -
Show deals or quotes created from Pipedrive in Reporting CSV
Additional column for Deal ID to give customers ability to filter/group by Deal ID in CSV or show total number of quotes created from Pipedrive
3 votes -
Layout of Previous Page Captured When Adding New Page
When adding a new page, the orientation of the previous page is used with the new one.
1 voteValeryia Baranava responded
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Ability to embed a website iframe module in documents/templates (also for booking a meeting) / Embed a map from MyMaps/Google maps
Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.
33 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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Ability to Zoom-in and Zoom-out on document with the help of built-in feature
When signing a document the entire page zoom's and top and bottom action bars are lost. Exception would be to zoom only the document so the call to action bars are kept.
81 votesWe wanted to share an update regarding zooming in or out of the document. 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. -
Column mapping for pricing tables for other CRMs (now available only for Salesforce)
Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Hubspot workflow
Any plans for Hubspot Workflow?
55 votesWe wanted to share an update regarding the 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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Option to calculate values within the document that are placed outside of the PT
Option to sum up values within the document, for example a user would like to add hour estimation underneath each section of a document and calculate them at the bottom of the page
5 votes -
Use Salesforce integration On iPad
Salesforce integration with Pandadoc on Ipad
12 votes -
6 votes
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Multiple currencies on the dashboard
ability to enable multiple currencies on the dashboard
23 votes -
Ability to associate PandaDoc with Accounts, Contacts at the same time (salesforce)
I have the Contact associated with two Accounts in Salesforce and you want to link one document to these 2 Accounts?
2 votes -
Recipient Feedback
Feedback feature that we can get after the document is signed. Like just a rating on how we went as a company or something like that.
3 votes -
Advanced image resizing
The ability to be very precise adjusting image's size in the PandaDoc Editor 2.0 - specify dimensions, for example
46 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Bulk Manage reminders for sent docs
Send reminders for multiple documents at once
50 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Option to give access to docs of specific users only
Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role
9 votes -
Remove/change the blurred background when filling forms
the blurred background is a default IRS forms instead that it will preview or blur their own forms
6 votes -
1 vote
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export the custom role permissions into excel file
a way to export the custom role permissions into excel file
3 votes
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