7148 results found

1. [Reporting] Salesforce dashboard

   I would like the ability to report on how many contracts have been sent vs. signed each month. I know we have access to a dashboard within the PandaDoc platform, however we would also like to have access to a PandaDoc dashboard with our Salesforce integration

   4 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. Bundles - checkpoints

   checkpoints for new hire employee bundles
   multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

   1 vote

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Manually changing document status in the MS Dynamics iFrame

   Manually changing document status in the MS Dynamics iFrame

   1 vote

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

4. Data on best time to send documents

   Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate

   1 vote

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. Ability to export selected PDFs from multiple searches in a single batch

   Ability to export selected PDFs from multiple searches in a single batch

   1 vote

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

6. Time Block

   Time Block

   1 vote

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

   Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

   9 votes

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   Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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8. Place content blocks/Images inside of another Content block

   Ability to lay images or other content blocks within another content block.

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   101 votes

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   14 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

9. CardConnect

   Ability to use the CardConnect payment gateway

   1 vote

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. Find and Replace All feature within a document / template

    Find and Replace All feature in a document or a template

    202 votes

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    31 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

11. Pricing table "enable quantity editing" set as required field

    Pricing table "enable quantity editing" set as required field

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. Possibility to insert attachments via the document chat

    Possibility to insert attachments via the document chat in any doc status

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

    Columns that the recipient will be able to edit (or put any info - not only QTY).

    53 votes

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    20 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

14. Recipients can upload visible in a document images / files

    Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    29 votes

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    Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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15. EV2 upload pdf within content blocks

    Would like to upload a “pdf” in the middle of content blocks without converting into a jpg

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. Whiteout option on documents
    3 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. Option to enable to see the recipient on the inbox

    Option to enable to see the recipient on the inbox

    1 vote

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

18. Documents Sorted by "Created by"

    When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    7 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. Inline comments in templates
    27 votes

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    Idea  ·  2 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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20. Document value for content library items

    Ability to set the Document Value in a Content Library

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded