7238 results found
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archived delivery emails
Have an archive of everyone that email was delivered to, so they can be downloaded.
1 vote -
1 vote
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zoom - Ability to change workspaces within Zoom/PandaDoc App
Ability to change workspaces within Zoom/PandaDoc App.
This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
Ex:
New hire completing documents for HR then IT.
CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.1 vote -
Expiration settings on the sent document
Availability to enable/disable "warning email" under expiration settings on the sent document
3 votes -
Add a Suggestion Box
A 'Suggestion Box' would be easy way to receive customer feedback and concerns. I would have used this feature to let you know that I am not a fan of the 2.0 program version as it is not as user friendly as the one before....it's too must like a creator graphics program now and is cumbersome to work through. Is there a way I can revert to previous version? My email is below, but the email we use for PandaDocs is docs@universitypccare.com. Thank you! -William
3 votes -
ability to enable quantity editing like in EV1
ability to enable quantity editing like in EV1
1 vote -
Marked-up approved changes to the doc
To have suggested approved changes marked-up to double-check them later
1 vote -
Danish Localization
Danish language
14 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- Recipient view localization.
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Map pricing table items to Quickbooks products
Integrate quickbooks products library map to the pricing table, so when the sale gets recorded, to know which products sold.
6 votes -
General sharing link for a proposal
I often find in a deal cycle several people within a company will want just general access to the proposal, without necessarily being the signer. It would be awesome to have some sort of "General Sharing Link" where they could have a button to assign the signer when ready (maybe even restricted to a certain domain?)
I generally prefer to share links, as it's typically easier to thread into an email conversation with multiple parties. I could also just be missing out on functionality that allows this- let me know if so!
6 votes -
Field data mapped into Pipedrive
Ability to map document field data into Pipedrive
11 votes -
Localization issues ( Europe )
language issues (date, position of the € sign).
4 votes -
QuickFee
integration with QuickFee payment solution
1 vote -
Simplify Manual to Complete Status Change
Need to have a simple ‘manual complete’ the document feature, similar to 1.0 On 2.0 you have to be on the main company list of docs, find yours and then click on the 3 dots, then manually complete, download and then upload back into zoho. Too many steps that slow down the process. Should be easy, click manual complete, insert PO# and/or brief statement, and should automatically go into zoho. (similar to 1.0)
This is especially true if a client doesn’t complete the document using the online signature. It take more steps to complete manually on 2.0 than on 1.0…
5 votes -
5 votes
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Close.io
Integration with Close.io
79 votes👋 Hey everyone! We're currently revisiting the Close.io integration and considering if it's the right time to prioritize it.
This has been one of the top-voted requests, and we’d love to hear more about your specific use cases. If you're still interested or have teammates who’d benefit from this, feel free to:
- 👍 Upvote this post (if you haven’t already)
- 💬 Leave a comment to share your needs
- 📅 Schedule a quick call with me so we can understand your workflow better
No promises yet, but your input will help us evaluate next steps. Thanks for pushing us forward! 🙌
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Bi-directional contact fields
It would be great to allow for the following when using document automation fields based on PD Contacts:
If a contact field, such as phone number or address is placed in a document, if those fields were empty in the contact, you could set them to be required or optional, and whether update is allowed, and accept user entry or update, which would then update the contact record. It would also be nice to indicate to the user that input or update is requested or required.
3 votes -
automate the populations of data for a given contact into multiple forms (or templates) for that contact
automate the populations of data for a given contact into multiple forms (or templates) for that contact
11 votes -
Duplicate document from inside of it
Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)
34 votesHi,
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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1 vote
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