7286 results found
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Sum total before discounts while still showing discounts per line item
Have the totals that are pre-multiplier (pre-tax, pre-discount, etc) that you can use (or default to) in the pricing table totals section (or in the columns for that matter).
7 votes -
all the comments where you were tagged in one place
see all the comments where you were tagged in one place (it can be included in reporting, for instance).
2 votes -
Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
18 votes -
Unmasked fields in PDF: the finalized PDF version of a doc to show the masked fields unmasked
Save PDF with the unmasked fields.
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! -
optional pricing table
ability to have a check box to make an entire pricing table optional
13 votes -
2 votes
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2 votes
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18 votes
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Resend button
Having a resend button to notify all the document recipients at once including the CC'd ones without having to send individual reminders or posting a public comment
46 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Compression feature within PandaDoc - reduce size of PDFs
Compression feature within PandaDoc once downloading PDF (reduce size of PDFs)
42 votesHi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
We will be communicating it through our product newsletter and via alerts inside PandaDoc. -
Recipient verification on Forms (Forms email validation)
Allow the signer of the form to verify the email address as mandatory step to complete the form
18 votes -
30 votes
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Milanote
An integration with the creative app Milanote, allowing for documents to be shared into the Milanote app such that they're dynamic (ie. when you click on the document it takes you through to PandaDoc).
1 vote -
1 vote
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1 vote
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street address validation
Validation that the address is a confirmed street address
9 votes -
Custom Line spacing option inside design section (including TOC)
Ability to set up custom Line spacing for entire text within the document.
12 votes -
Update variables in smart content
It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
It is quite difficult to use a template for a separate client if the custom variable value should be changed.5 votes -
1 vote
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The option to have 2 price columns and pick one
The option to have 2 price columns and pick one
1 vote
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