5358 results found
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Allow users to view the SMS opt-in and opt-out status of contacts directly within the PandaDoc platform.
Allow users to view the SMS opt-in and opt-out status of contacts directly within the PandaDoc platform
1 voteHi. 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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Categorize Saved Messages
Allow saved messages to be categorized, to make it easier to locate the message you are looking for to use as a template, rather than having to scroll through the entire list.
1 vote -
The ability to search templates from a specific folder only when creating a document from Pipedrive
The ability to search templates from a specific folder only when creating a document from Pipedrive
3 votes -
Payment Integration: Connect Booster
Integration with Connect Booster as a payment gateway.
2 votes -
Arabic Numbers in Pricing Table / Quotes
Option to use Arabic numbers in pricing tables/quotes
2 votes -
2 votes
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Keep only Document paid notification
The document has 2 notifications: one waiting for payment and one for paid. Option to keep only Document paid notification.
2 votes -
Export Contacts with Document List and Statuses
Option to export contacts along with a list of documents sent to each contact, including their statuses (e.g., sent, viewed, declined, expired).
3 votes -
Mandatory Completion of Smart Block
It would be great if there was a way to make drop down boxes and smart/conditional content blocks mandatory to complete i.e. if there is a box the user must give an answer/complete the box/not bypass it. As far as I can see it is only variables that are mandatory/flagged as not being completed?
1 vote -
Form csv download filtered range of dates
Please provide an option to filter by a range of dates to download completed form data in a csv file.
With over 8,200 form submissions in one of our forms, it takes FOREVER to download the csv file. We need the data in this format. The operation often fails, and we have to try it again and again. :(
If we could have the option to limit the data to download to a narrower window (i.e. the last 1 or 3 months), it should reduce the processing time. Right now, the download csv for form data is nearly unusable.
Thank…
1 vote -
Apply section-level % discount to all the recurring payments, not just the initial payment
Apply section/quote-level % discount/fee/tax to all the recurring payments, not just the initial payment
2 votes -
Automations: add the PandaDoc URL to the HubSpot Deal Field
Automatically add the PandaDoc URL to the HubSpot Deal Field
2 votes -
Comments on templates
I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.
6 votes -
Restrict Reporting Data Access
The option to restrict what users can access in Reporting (add permission management for Custom Roles).
Example is restricting a user to only see data related to his their own documents.
2 votes -
Setup a due date for recurring payments
Option to setup a due date for recurring payments
5 votes -
Update Salesforce fields with PandaDoc variable value for selected templates
Update Salesforce fields with the PandaDoc variable based on the selected templates. There are cases when multiple templates are used with one Opp and not all of the docs created from one opp need to pass the field info. Currently, there is no way to set up the trigger for specific templates.
2 votes -
Completed date in reporting that corresponds with final signer
Hi!
Could you please add the final signature as a variable/column in reporting? Currently, the 'time to complete' is based on the median of signers. In our case, the first signer is internal (CEO) and the date that truly matters to us is the date the customer signs.And yes, I know that we can include the CEO signature in the template and let the approval flow via the approving functionality. The issue here is that this solution will not allow us to capture historical data. Moreover, quote approval on CEO level is currently in use above a certain discount…
2 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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Advanced analytics for the Rooms.
Advanced analytics for the Rooms.
5 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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Allow negative $ amounts in a catalog item (ex. a flat military/first responder/teacher discount)
I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.
12 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists and is available via API. You can create catalog items with negative price via API, and this items will be reflected and calculated accordingly in Quote Builder. For more information, please follow the link: https://developers.pandadoc.com/reference/create-catalog-item
To learn about how you can switch to the API plan, please reach out to your Account Manager or to our support team.
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PandaDoc extension for Edge
PandaDoc extension for Edge
2 votes
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