7431 results found
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Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template
Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template
92 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Dashboard information for Recipient/Approvers should be changed to full name instead of Initials
Dashboard information for Recipient/Approvers should be changed to full name instead of Initials
3 votes -
Add option to have Discount and Tax items in the footer display the total of each from the line items
Right now it seems like it is an either/or scenario. what I would like is to have discounts figured on the line items, but pull that from our CRM (Salesforce). Then on the template, have the total of the discounts show up in the discount line in the footer. Same for Taxes.
This way we can show the total discount, but not show what line item it was on, and manage that from our CRM.
3 votes -
sync Document.Value with the Amount field in Salesforce
sync Document.Value with the Amount field in Salesforce
6 votes -
Sendinblue
Integration with Sendinblue
1 vote -
scheduler that i can autosend an approval document each day
scheduler that i can autosend an approval document each day
1 vote -
36 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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Set expiration to expire on certain weekdays
Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire
6 votes -
5 votes
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Notifications for non-document participants (non senders)
Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.
90 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.
A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.
1 vote -
[Bulk Action] Add the same image for multiple items in the catalog
add the same image for multiple items in the catalog at the same time
1 vote -
Format Painter option in PandaDoc
Make it easier to copy formatting of text, etc. within the document with a format painter button like in MS Office.
33 votes -
Combine/Merge Templates & Documents
There should be a feature that allow you to combine templates and documents
99 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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New wizard: full list of contact parameters
New wizard: the full list of the contact parameters when creating a document.
1 vote -
2 votes
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4 votes
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1 vote
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Customization for Decline Reasons
Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.
94 votes -
Shared with me folder to be available from HubSpot on EV2
Shared with me folder to be available from HubSpot on EV2
3 votes
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