7112 results found
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Dynamic variables
They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document or other values
15 votesHi. 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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Cascade HR
Have an integration with Cascade HR system
2 votes -
Timeline (Dashboard) updates itself once the contact is updated
We send documents to our contacts, but sometimes the contacts are changed. The dashboard version of the document seems to be keeping the old contact name in the activity log. So it should be a way to clear out the old contact's association with that email permanently.
3 votes -
Pop up notification for admin for all users
Would like to have the capability of an admin to notify all users of announcements.
Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.
Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.1 vote -
4 votes
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On the day exchange rate calculation.
We quote off a Euro price list in NZD. I want to enter the current conversion rate in one place to correctly convert all Euro pricing in the quote to the current NZD.
3 votes -
[Approvals]: Make approvers user based [WORKAROUND PROVIDED]
- set approvers for groups of users within PandaDoc
- user-related not template related
69 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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2 way sync for Freshsales
are we able to trigger updates to the deal stage once the pandadoc has been signed?
4 votes -
hubspot to pull tokens from multiple objects
Ability to pull tokens from both Deal and Contant records simultaneously
9 votes -
3 votes
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Create Contacts with No Email
Client would like the option to create a contact without an email. Some of their clients do not have emails
7 votes -
Mass select documents using ctrl or shift
it would be nice to be able to hold shift and select multiple documents at once
2 votes -
2 votes
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share via link for non-drafts documents in a mobile app
Would like to share docs via links in other statuses except for draft in a mobile version
2 votes -
Drift + PandaDoc
PandaDoc + Drift.com would provide a huge value to customers.
PandaDoc customers would receive notifications when prospects are viewing a proposal and answer questions directly within chat.
Customers could be routed to the representative that sent the proposal.
CRM would reflect both interactions providing teams with better insights on messaging.
1 vote -
1 vote
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1 vote
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1 vote
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Forms responses CSV with columns named according to fields placeholders
Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data
6 votes -
Non-editable text block in PDF uploaded via API
Add ability to pass non-editable fields in PDF. This was documented before in https://developers.pandadoc.com/reference/new-document#create-document-from-pdf, as "text" type field in "PDF Field Tag Supported Types", but removed as it was not working. There's no other way to pass non-editable field via PDF upload, and that forces to use templates for such feature, which is inconvenient for end user.
1 vote
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