7108 results found
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Variables contain formulas: Excel formulas
Option to put formulas into variables similar to Excel
92 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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The possibility to add the sequence number without sequence name
The possibility to add only sequence number to the document without required sequence name.
6 votes -
Multiple currencies on the dashboard
ability to enable multiple currencies on the dashboard
23 votes -
RESCO CRM
RESCO CRM
7 votes -
Calculated Variables in Pricing tables
Ability to add variables in columns that are not just plain text so that they can be multiplied.
86 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:
If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.
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8 votes
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Ability to associate PandaDoc with Accounts, Contacts at the same time (salesforce)
I have the Contact associated with two Accounts in Salesforce and you want to link one document to these 2 Accounts?
2 votes -
Sign on Behalf: When Original Signer is OOO
Ability to allow someone else to sign a document if the original signer is out of office,
18 votes -
Recipient Feedback
Feedback feature that we can get after the document is signed. Like just a rating on how we went as a company or something like that.
3 votes -
SF - Link PD doc audit trail to SF Engagement history
if action is completed, it get listed in the "Engagement history" within the SF but PandaDoc document creation does not get listed.
1 vote -
84 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Option to give access to docs of specific users only
Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role
9 votes -
1 vote
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Remove/change the blurred background when filling forms
the blurred background is a default IRS forms instead that it will preview or blur their own forms
6 votes -
[Reporting] Activity reporting/log per user (Last login date in Settings->Billing->Users)
Activity reporting per user as to when the user logged in/logged out of the system
57 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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Display Document in email
Instead of delivering a link to the document display the document within the email itself.
1 vote -
Connect with Credit agency for document approvals
When documents are completed send data to credit agency for approval
1 vote -
Notifications for several workspaces
Notifications for several PandaDoc workspaces using MS Teams
1 vote -
1 vote
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Expiration Date via API
The option to set and change expiration date via API.
45 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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