2989 results found
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Dashboard auto refresh
Can you make the dashboard auto refresh every few minutes or make it live so we can display this on a massive screen in our offices for the sales team?
2 votes -
Ability to reflect the company name to the document list in the Document tab instead of the recipient.
Would like to see the "company" easily in the document list instead of just the recipient the letter was sent to
2 votes -
[API][Webhook] Pass the ID of the template role in the document requests
It would be great to pass the ID of the template role in the document requests / webhooks (i.e. Recipient completed a document).
2 votes -
Do not allow to open documents from the Slack notification
Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification
2 votes -
Choose which workspaces send notifications to Slack
Select which of the workspaces send notifications to Slack
2 votes -
2 votes
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Rooms for Salesforce
Ability to Integrate Rooms with Salesforce
13 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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Export csv for one document created from form
To download the CSV file for one form response, not for all responses from one form
2 votes -
Restrict managers from adding in new users. Only allowing them to add guests
Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.
3 votes -
Upload to Sharepoint automation for non-templated document
At the moment PandaDoc -> Sharepoint automation can be set up only for documents that are created from templates.
The feature request is to be able to set up the automation for documents which are not created from templates.
4 votes -
Pull recipients from Salesforce after document creation
Pull in the newly linked contact to the document that was already created and now linked on the opportunity without retyping the name
1 vote -
Single file for all documents within a bundle when downloading them in bulk
Each document within that folder is made of several. Currently, when is it complete and it is downloaded, it separates each component of the 1 document into many. I expect a single PDF file for all documents within a bundle when downloading them in a batch.
1 vote -
Option to change payment pop-up wording
Not able to remove or change the wording of the pop-up that appears when recipients open a document that says complete and pay. (What if they don't want to complete and pay? They need to review the proposal first.)
1 vote -
Link documents back to Zendesk Support
The option to link PandaDoc documents to Zendesk Support.
4 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Recipient Analytics Reporting
Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).
15 votes -
Invite users with specific domain
Have the ability to restrict other members from inviting users that doesn't match the company domain and only invite users that match the domain.
4 votes -
Automations based on Forms
Automations based on Forms
24 votes -
Dashboard - be able to add Customisable Tiles to Dashboard
- add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
9 votes -
[Word Import] Option to Upload Editable Word Documents with Preserved Comments
Option to Upload Editable Word Documents with Preserved Comments
3 votes -
Send auto-reminders to the document owners too
We need to see the auto-reminders too, the way they are sent to the recipients
1 vote
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