7483 results found
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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 -
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 -
Catalog product items usage reporting
It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.
(PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).
62 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.
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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 -
Specify what type of signature is allowed - i.e. "draw" on kiosk form, but select on mobile
Specify what type of signature is allowed - i.e. "draw" on kiosk form, but "select signature" on mobile
5 votes -
Signature setting per user
Make it so that each user can have unique signature settings (Draw, Type, etc) Instead of having to set this setting for the whole workspace.
22 votes -
Speed up generating a document from Zendesk Sell
It takes 10-15 seconds to create a document from Zendesk Sell in EV2
1 vote -
1 vote
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Document Portal
Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.
4 votes -
sort of HTML button where you can pick the color for inserting hyperlink
sort of HTML button where you can pick the color for inserting hyperlink
3 votes -
Pass Pricing from Hubspot to PandaDoc Fields
To have the option to incorporate pricing to text fields instead of just the pricing table.
2 votes -
product catalog option to "deactivate" sku
When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table
5 votes -
Put two payment blocks on a document
The ability to add two payment blocks on one document so two people can pay separate amount assigned only to them.
4 votes -
Apply to design / custom font / color for page numbering
The option to set a custom font for page numbering in PDF (if you set PDF numbering in Design >> Theme).
44 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Recipient view in Hebrew
Recipiet view in Hebrew
24 votes -
Custom Manager Role edit Member allowed to view
Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.
3 votes -
Lever
PandaDoc integration with Lever (HR Recruiting software/CRM)
19 votes
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