7591 results found
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Have a contract repository for non-Pandadoc signed contracts
We sign a lot of agreements with third-parties (such as the third-party sending us their contract; using non-Pandadoc systems) but we would like to keep those in Pandadoc along with our Pandadoc contracts. Right now you have to upload it as a "document" but then it gets confusing because it looks like it's a contract that needs to go out for signature. Would love a very simple "upload file" and ability to sort it like a file drive.
1 vote -
Sharing multiple content library items across workspaces
Being able to share more than one content library item across workspaces
12 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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Variable for recipient group
To be able to use variable to auto-populate names of the signers added in the recipient group
4 votes -
[Bulk Action] Apply Automation to All Templates at once
A control panel feature whereby you can apply the same automation to your entire template folder(s) rather than individually applying an automation to some 200 templates.
11 votes -
Pass images from Google Sheets to PandaDoc documents
Pass images from Google Sheets to PandaDoc documents
2 votes -
Quote builder: ability to reflect the total for recurring products based on contract term
In the case of a multi-year contract with recurring products used in the quote builder, the ability to reflect the total for each year is required. For example, Product A costs $1,000 per year, and Product B costs $2,000 per year, making the total $3,000 per year.
2 votes -
Automatically clear read inbox
Option to clear read inbox
1 vote -
Fill in data fields automatically based on variable input.
Input that is added to a variable will fill in the matching data field
4 votes -
4 votes
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eForms subject line settings
eForms subject line settings. Be able to have more control over subject line for eForms.
2 votes -
Pricing table - add Price columns without manipulating subtotal/total
-Have an ability to add all amounts from an Opportunity in Salesforce (some are simply for display) and avoid additional calculations in the pricing table. Right now, you'd have to use Text columns to pull in those numbers so they will not manipulate the subtotal/total and the text columns will not have currency formatting.
2 votes -
Setup 2FA for all users at once
Option to setup 2FA for all users at once
16 votes -
Populate recipient phone number when sending via SMS
The feature to populate a saved contact's phone number when sending documents via SMS (just like how an email address works).
3 votes -
Ability to choose which documents statuses show in the tabs on the Home screen
Currently, there are preselected statuses chosen for each tab (Actions Required, Waiting for Others, Finalized) on the Home screen. Would like to ability to change these.
3 votes -
Ability to share contacts across workspaces
My company has several departments that operate as independent business units, so I've created workspaces in PandaDoc for each department. Most of our clients are also shared between these various departments, so we would like to be able to enter a client in one workspace, and then make that client available in any/all of the other workspaces so that someone in another department doesn't have to re-enter client information. This will help streamline our processes and make PandaDoc much more user friendly for our teams.
4 votes -
Larger Side-to-Side Dragger for Block Resizing
When placing blocks side by side, resizing them is difficult because the dragger used to adjust the block sizes is too small, making it hard to grab and manipulate.
2 votes -
Variables in title with Forms
Ability to use variables in title with forms,
33 votes -
Hide pricing table/QB section if the product hasn't been added
To hide sections in a pricing table if there's no product synced into it from a CRM
3 votes -
6 votes
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Check box list: select all that apply
You could replicate the radio button feature but allow for multiple selections for "select all that apply" scenarios.
1 vote
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