7636 results found

1. Expanding on hidden fields

   It would be awesome if we could have hidden fields to be shown after a document was signed. I was imagining having a "notes" section where the sales person could get specifics for each line item so there can be an easier hand off from the salesperson to the project management team. Currently once the document is signed the hidden field cannot be unhidden. I could also see a world when you download the copy of the doc if you had the option to download it "unhidden" as well.

   7 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

2. Refresh Pricing table and Data with MS Dynamics

   Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.

   4 votes

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   1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

3. [Document.Version] variable.
   5 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

4. Use workflow trigger from Hubspot to update deal status once a document has been signed

   Use workflow trigger from Hubspot to update deal status once a document has been signed

   5 votes

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   1 comment  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

5. Automatically send the documents after renewal
   1 vote

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   0 comments  ·  Automations  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

6. Transfer / swap user licenses from one user to another

   Ability to transfer existing licenses from one user to another without having to remove/re-add the user

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   34 votes

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   3 comments  ·  Settings, Workspaces & User Roles  ·  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.

7. ItsMe

   Integration with Itsme

   1 vote

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

8. Data storage exclusively in Canada

   Some customer's require storage to be localized exclusively within Canada

   11 votes

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   Idea  ·  1 comment  ·  Security & Compliance  ·  Delete…  ·  Admin →
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9. Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.

   Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

   19 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. Reminder customization: Customize the text in reminder message

    Customize the text in reminder message

    388 votes

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    40 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

11. Get(retrieve) document chat messages via API
    1 vote

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

12. average time spent per page that recipients spend on all documents created from 1 template

    average time spent per page that recipients spend on all documents created from 1 template

    8 votes

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    1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

13. Profile (Intuit tax software)

    Integration with Profile, intuit tax software

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

14. Ability to organize the Smart content into folders.

    Ability to organize the Smart content into folders.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

15. CompanyCam

    We would love to be able to pull images right out of CompanyCam and add into our proposal!

    6 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

16. Workwave

    Integration with Wokrwave and ability to use Collect card details field with this integration

    1 vote

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

17. disable SSO login page option

    disable SSO login page

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

18. search/filter/manage documents by SKU
    1 vote

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

19. Reorder rows in a pricing table: a way to adjust the subtotal to show the price qty before tax.
    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

20. Pipedrive: document report

    it would be good to run a report so deals that have Pandadoc and Pipedrive values that do not match coming up

    1 vote

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded