7237 results found
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78 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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4 votes
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Tick box near variables so if selected it automatically copies variables from somewhere else on the form to avoid duplicating work
We have some variables that may or may not be the same as others. This means when customer is completing order form they may need to enter the same information more than once. It would be really helpful if there was the option to enter a tickbox that says something like 'Same information as above'
1 vote -
Pass product description from Pipedrive to PandaDoc pricing table
Pass product description from Pipedrive to PandaDoc pricing table instead from comments
33 votesHi 👋,
I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.
I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.
We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.
Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6
Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.
Thanks so much, Alex
Product Manager – Integration Ecosystem
PandaDoc
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42 votes
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!
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Save chat so you can return to it after leaving the window
Currently when we are typing a chat to someone, if we leave the PandaDoc window to do something else before finishing the chat, it wipes out. We would like to request that it save the chat until we hit send.
3 votes -
Export details - Audit Trail
Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed
143 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers
Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd
140 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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1 vote
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email validation supports extended email formats
the email validation feature once turned on should support the extended email addresses formats such as (name@morgan.k12.co.us) - multiple subdomains that operate under the state department of education)
3 votes -
pull the value to variables with Zapier
pull the value to variables with Zapier
9 votes -
Pricing Table Integration: Ability to automatically pull products from data merge as optional
Pricing Table Integration: Ability to automatically pull products from data merge as optional
6 votes -
Text blocks values move along and expands with the Fields value if added. Dynamic fields.
move the other placeholders when text fields expand when the multi-line is enabled
33 votes -
Bulk Send via API
bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends
11 votes -
Option to Not make a recipient as signer when assigned to a field
Option to Not make a recipient as signer when assigned to a field
8 votes -
cache local document changes
Give PandaDoc a more robust local cache in the client browser, so that network connectivity disruptions are less likely to result in lost work.
1 vote -
4 votes
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Add a dynamic date field to put on templates
- Be sure to not have to change the date manually before generating a document via a template.
5 votes -
Download Trail
A feature to track the users who have downloaded the files in the workspace
5 votes -
14 votes
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