5386 results found

1. [Zendesk sell] sync pandadoc and zendesk sell contacts

   sync pandadoc and zendesk sell contacts

   5 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   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.

2. Add a frame around images
   6 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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3. Custom roles for different sales teams and users

   I would like PandaDoc to allow me to grant custom roles on a bulk basis to different users on different sales teams in my organization

   6 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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4. The ability to reassign conditional approvals
   2 votes

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   0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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5. Pass punctuation through into Tokens

   Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).

   3 votes

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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6. The ability to transfer the description part of the Pipedrive catalog directly
   3 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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7. Automatic page creation

   Automatic creation of blank page when the text leaves the borders of the previous page

   4 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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8. SKU column visibility: Have SKU column in pricing table invisible for recipients but visible for the PD users.

   The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).

   3 votes

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

   Hi. 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!

9. Add indicator for expiring soon documents

   I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

   Request was added for Mobile app, but could be a common request.

   •  

   4 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. Model popup when clicking privacy link in embedded view

    Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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12. Choose a folder in which documents created from HubSpot will appear
    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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13. Lucidchart

    integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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14. Email attachments from upload fields to a sender
    2 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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15. PandaDoc in Ukrainian.

    PandaDoc in Ukrainian.

    3 votes

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    0 comments  ·  Localization  ·  Delete…  ·  Admin →
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16. Tagging of PDF's
    2 votes

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17. Co-Card Payment gateway
    1 vote

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18. Link to SF option improvements

    The option to unlink and relink documents from all the SF objects.

    1 vote

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19. Sending the document to CC without sending it to the first signer

    Send the document to CC and give him the possibility to transfer the document to the first signer.

    6 votes

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    0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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20. Sequence number change

    Possibility to change sequence number after the document has been sent.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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