159 results found
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Grand Total for 2 Different Pricing Table
is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two
41 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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Ability to set text alignment for a field (center or right align)
Want to have the ability to align the position of the text within the field.
It needs to work for any text entered by the signer.40 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! -
Archive documents
Archive documents
51 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! -
Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]
option to send completed documents to a specific email address automatically
51 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.Â
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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transfer ownership of multiple documents/folder
transfer ownership of multiple documents/folder
38 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! -
Unmasked fields in PDF: the finalized PDF version of a doc to show the masked fields unmasked
Save PDF with the unmasked fields.
34 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! -
General settings for workflow approval: Update approval workflow setup for multiple templates in bulk
Have the same approval workflow setup for multiple templates
52 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! -
Page number visible in web version
Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.
219 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)
save template's name when creating a document from a Hubspot deal
79 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! -
Permissions for specific documents: Private documents (Password protect documents internally)
Have an option to create a private document where only the account owner/user can have an access to.
Restrict/lock documents from other Admins View.166 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Resend button
Having a resend button to notify all the document recipients at once including the CC'd ones without having to send individual reminders or posting a public comment
40 votesHi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
We will be communicating it through our product newsletter and via alerts inside PandaDoc. -
Compression feature within PandaDoc - reduce size of PDFs
Compression feature within PandaDoc once downloading PDF (reduce size of PDFs)
35 votesHi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
We will be communicating it through our product newsletter and via alerts inside PandaDoc. -
Send the document automatically after approval
Automatically send the document once it is approved.
68 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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Edit uploaded PDFs
Option to edit uploaded PDF, convert to editable document/template
243 votesHi. We're sorry to report that we've paused development on this feature. If we begin actively developing it again, we'll share an update here.
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Edit the Completed document with saving the signature
The option to edit the Completed document with saving the signature.
195 votesThe status of this suggestion is currently unchanged from when the previous comment was posted.Â
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Image Editing Capabilities (crop, rotate, flip etc)
Edit images in library (i.e. crop, rotate, color etc.)
126 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs
At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).
107 votesHi! Thank you so much for sharing your perspective. While we currently don’t offer this feature, we put forward the following solution, that may help you cover this scenario, namely:
Please contact our Support team if you need to delete tags. If you have a Member role we might request approval from an admin user on your account.
We hope this suggestion can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Merge vertical cells in Pricing table
The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.
52 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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Add Chinese as a Language
I'm having trouble uploading bulk contacts. I believe it's because it contains Chinese characters in the names and company names in my xls file. I keep getting error messages when I try to create a zap.
22 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! -
Reminder customization: Customize the text in reminder message
Customize the text in reminder message
328 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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