7615 results found
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Use excel to fill variables
Use excel to fill variables
15 votes -
Display tax percentage in pricing table for 2.0 (like it worked for 1.0)
Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example
4 votes -
8 votes
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Ability to customize or add columns that show under the documents list
Customize or add columns that show under the documents list, (e.g. if you'd like to see the cost, margin in the documents list)
5 votes -
1 vote
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Static form
Forms can be uploaded as a static document, without signing/sending features.
1 vote -
Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document
Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document
1 vote -
1 vote
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Limit Bulk Send User
Limit the user of the bulk send
1 vote -
Mass export variables
Ability to mass export variables list from the document or the template.
19 votes -
Expand Folder View on the left hand side panel
Have the option to keep folder section in side panel expanded
5 votes -
Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)
Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).
It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.
28 votes -
Set optional items as required in pricing table (Assign a pricing table to recipient)
Make the optional items in pricing table required for the customer to choose.
73 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Show 2 decimal digits when rounding the price, discard the digits that go next
When calculating and rounding prices in the PT, 2 decimal digits should be taken into account. The third/forth, etc. digits should be discarded. I.e. if the calculation results in 100,0053, the price should be displayed as 100,00, not 100,01
1 vote -
Personal data collection warning
There is something very unappealing about PandaDoc. It is the fact that one must consent to a warning that personal data will be gathered. One gets this warning twice: on opening, and before signing. I don’t recall seeing this message with any competitor." Can the number of warnings be reduced or eliminated?
1 vote -
[Approvals]: Make approvers user based [WORKAROUND PROVIDED]
- set approvers for groups of users within PandaDoc
- user-related not template related
70 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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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 -
4 votes
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Text around fields format to match the length of the info entered
a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.
22 votes
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