7684 results found
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Autocorrect of the System Variables
Variable Document.CreatedDate should be auto changed if there are any adjustments to the document after it was created
1 vote -
Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.
The option to search from Documents tab by status and tag simultaneously.
20 votes -
Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table
Auto-sort from highest price to lowest in the pricing table.
20 votes -
Native CPQ within PandaDoc
have native CPQ functionality within PandaDoc
14 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team or your associated CSM or AM.
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5 votes
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5 votes
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PandaDoc delivery email shows who else is on the PandaDoc from within delivery email
When sending a PandaDoc "via email", when a recipient receives it in their inbox and opens the email, it's not clear who else received the same PandaDoc. This results in some recipients forwarding the PandaDoc to someone who is already a recipient of the PandaDoc. It would be helpful if the PandaDoc email that goes out, clearly shows who is a recipient on the PandaDoc without having to open it and check.
10 votes -
contract text to update with the appropriate language based on the option the user selects
contract text to update with the appropriate language based on the option the user selects
2 votes -
4 votes
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More Robust Analytics Reporting
The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).
21 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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MailChimp
Integration with MailChimp
9 votes -
notify when a change to the document is made
notify when a change to the document is made
3 votes -
4 votes
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an ability to see the duration of a contract on a document as a pop-up
an ability to see the duration of a contract on a document as a pop-up
1 vote -
7 votes
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custom role should be able send the document without needing to edit it
custom role member should be able send the document without needing to edit it
2 votes -
1 vote
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CRM Product fields are passed over tokens/variables
Products from Hubspot can be passed not only over pricing tables but also in the documents itself
23 votes -
Disable sending PDF attachment of the completed document to the document owner.
Disable sending PDF attachment of the completed document to the document owner.
3 votes -
[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc
Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.
18 votes
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