5392 results found
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Prorated invoice option (automatic)
Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.
9 votes -
Add the option to make the 'Collect Files' content block inaccessible to clients.
This would allow sales teams to upload internal documents (complex costing sheets, setup forms, etc.) that would be accessible in an approval chain but hidden from the end client.
We would upload our excel costing sheets when we create a quote then submit it to our approval team. Then, they could open the excel costing sheet before approving the document. However, once approved, it would be sent and not accessible/visible by the client.
1 vote -
adding up numbers in columns rather than rows
adding up numbers in columns rather than rows. calculate items vertically, rather than horizontally
1 vote -
Pre-assign Roles in Zendesk Sell
Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within Zendesk Sell
2 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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6 votes
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Be able to Paste Images into Editor or add via URL
Be able to paste images into editor instead of uploading using an image block
37 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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9 votes
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2 votes
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Dashboard option to track when a customer has signed a contract (multiplesigners involved)
My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign
5 votes -
Pipeline Deals CRM
User would like to have an ability to integrate with Pipeline Deals CRM.
3 votes -
TOC for pages
table of contents for the pages/sections. similar to proposify and better proposals
2 votes -
Bulk Send from CRM
Ability to Bulk Send from CRM
30 votes -
Stop auto-population of recipients in Salesforce
Ability to disable the auto-populations of recipients in SFDC
9 votes -
62 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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1 vote
Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Template Overlay
Allow for a template to be placed on top of a document. For example, if you would be uploading new PDFs, but the signature fields would always remain in the same spot, this would be more efficient than always having to add the fields over and over again!
2 votes -
7 votes
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"Instructions" block (auto-deleted text block)
Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent
6 votes -
More than two letters as Initials
The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.
7 votes -
can add a link to template or document and make it mandatory to click before completing the document.
can add a link to template or document and make it mandatory to click before completing the document.
8 votes
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