7295 results found
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Shared templates are added to the "All templates" folder
Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.
10 votes -
Option to rotate pages of a document
The option to rotate pages.
104 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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option to bulk cc a recipient for all documents
Ability to pre-assign a recipient for role for all the documents/templates in the workspace.
10 votes -
Custom report for recipients by status
Would like a report to identify recipients by document status
2 votes -
Push the updates to custom object in Salesforce for notes
Push the updates to custom object in Salesforce for notes
3 votes -
2 votes
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Option to set the Pricing Table Optional item as a default setting for workspace
Option to set the P.Table Optional item as a default
5 votes -
Default Document Sender
By default the document is set to be sent from the document creator, I want to set all the documents to be sent from account owner
1 vote -
Auto update variables data in PandaDoc once Zendesk fields are updated
Auto update fields data in PandaDoc once Zendesk is updated
1 vote -
1 vote
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Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.
Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.
1 vote -
1 vote
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provide csv or report of bulk send recipients that havent signed
provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed
13 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Format mirroring
Automatic formatting mirroring in two columns of the table
2 votes -
Copper - pass Work phone number as a token
The work Phone Field with a small triangle https://share.getcloudapp.com/NQu78XJd should be populated as a token. As for now, we don't have an option to add it to the PandaDoc token list. The workaround is to create a custom field.
2 votes -
Made by PandaDoc when adding the background image
There is an option to use Made by PandaDoc CL items when add a CL item or when add an image.
It would be great to add this feature when you add a background image (to use media created by PandaDoc).1 vote -
19 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Ability to adjust the design of pricing table placeholders.
Ability to adjust the design of pricing table placeholders where the information from the CRM is pulled into (highlighted with blue) on the template level.
3 votes -
Change the title of the button “open the document”
Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)
13 votes -
Schedule Sending documents
Ability to schedule when to send a document
278 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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