7107 results found
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6 votes
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Expiration for Template Validity
Having an option to set validity dates for templates
4 votes -
Show sending date instead of creation date in Inbox
The ability to change the date under your name in your Inbox in PandaDoc - sending date should be visible instead of the date when a document was created.
3 votes -
Reporting of multicurrency in the same workspace
Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data
2 votes -
2 votes
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PandaDoc should reflect who exactly opens document public URL
I do receive an e-mail saying that the supposedly person has accessed to the platform (name of the person of the link in PandaDoc) not the recipient of the link, which is not true
1 vote -
Allow 'page' titles to be edited
Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.
Thanks!
(PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).
1 vote -
Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import
Bulksend: the option to pass custom information from CSV to the fields (not to the variables).
9 votes -
Salesforce: correct values for searchable fields (like time and address)
Salesforce: correct values for searchable fields (like time and address)
1 vote -
VB scripts
VB scripts
1 vote -
HighLevel
Integration with HighLevel
4 votes -
Editing options when changing/editing licenses
We need a way to BULK select multiple user names/emails when needing to change the license type. Having 450+ licenses, I need a way to do things in GROUPS....not just bulk deleting, but also bulk CHANGES when needed.
1 vote -
Expand Salesforce Sync Search Fields to All Terms
Expand the search field when syncing a document created in Panda to Salesforce Opportunities - should be able to search for opportunities based on all terms in the opportunity name, rather than exact names.
1 vote -
Preview option after changing the Branding
Ability to see or preview what it looks like after changing the Branding
1 vote -
Partially fill in document fields
Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.
8 votes -
Add clickwrap as an additional safeguard for contract signing: Terms & Conditions Feature
add clickwrap as an additional safeguard for contract signing.
46 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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Documents via link sharing should only be accessible to the intended recipient
Documents via link sharing should only be accessible to the intended recipient.
25 votes -
7 votes
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Link documents from PandaDoc to Zendesk Sell
Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce
19 votes -
Option to Force Design Changes to Affect Previously Edited Fields
If a field's font size is altered, it no longer is affected by font changes made in the design settings. It would be nice to have the option to force changes to apply to every single field on a document, regardless of whether or not it has been previously changed.
1 vote
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