7327 results found
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11 votes
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Add recipient's first name and last name while forwarding
After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)
8 votes -
Attachments from Hubspot
The ability to decide which attachments are brought into PandaDoc from Hubspot using the integration
2 votes -
"Send as" in mobile app
"Send as" in mobile app
2 votes -
ACPR Compliant
ACPR (Autorité de Contrôle Prudentiel et de Résolution (ACPR) is the independent administrative authority responsible for monitoring the conduct of financial institutions in France. Apparently in this case it determined that PD security solution is not strong enough
2 votes -
signatures compliant in Thailand.
signatures compliant in Thailand.
2 votes -
9 votes
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[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
60 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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Allow phone numbers on the form pop up
Allow phone numbers in the pop up that appears when a form is opened
2 votes -
Pull info from the text of the doc into the pricing table (price portion)
The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.
2 votes -
Ability to sign a digital check in PD
Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.
This would mean the ability to actually sign a check in PandaDoc for processing.
1 vote -
Reset workflow when duplicating a template
When a template is duplicated, the duplicate gets a copy of the workflow, instead of workflow being blank.
1 vote -
66 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Add the ability for admin to have notifications for entire workspace
Add the ability for admin to have notifications for entire workspace
11 votes -
Calculated Variables in Pricing tables
Ability to add variables in columns that are not just plain text so that they can be multiplied.
89 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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Zoho: pass products from related lists
Zoho: pass products from related lists (not from the products in deal directly).
1 vote -
Headers/footers for uploaded pages
when adding file the page header and footers are not applied. Do you have a solution for this?
25 votes -
Variables contain formulas: Excel formulas
Option to put formulas into variables similar to Excel
94 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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13 votes
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Show deals or quotes created from Pipedrive in Reporting CSV
Additional column for Deal ID to give customers ability to filter/group by Deal ID in CSV or show total number of quotes created from Pipedrive
3 votes
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