7429 results found
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6 votes
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Automations: change document name after document completion
Change document name after document completion
4 votes -
55 votes
Hi. 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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Automatically disable form
Ability to automatically disable forms once a number of signers and payment is reached.
2 votes -
Option to sort the documents by several combinations
Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible
5 votes -
Enable Recipients to Select Items from the Entire Catalog
Option for recipients to select items from the entire catalog
2 votes -
2 votes
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Show Payment Value at the email sending pop-up when you send the document
Show payment value at the email sending pop-up when sending document to avoid risk of unassigned payment value
2 votes -
[bulk action] download contacts
The ability for users to mass-download all of their contacts without needed to reach out to support
2 votes -
Recipient view: making the green download button and the "other actions > download" option consistent
Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:
Making the green download button and the "other actions > download" option consistent.
2 votes -
Page layout UX improvements
Currently, if an individual page's layout is updated, it will no longer follow the global layout settings. However, if no changes are made to the individual page layout, it will continue to respect the global settings.
1 vote -
Thumbnail/preview on recipient analytics on mobile app
add a thumbnail preview underneath the percentage of time spent to know what slide that is.
1 vote -
Profit&Margin permissions: limit access for certain users
Ability to hide the purchase and margin option for certain users.
1 vote -
Download all documents across workspaces
Have the ability to download All Documents from all workspaces, without needing to go into each one separately and download them.
2 votes -
Calculate the subtotal based on the discount of one item instead of based on the full quantity
Calculate the subtotal based on the discount of one item instead of based on the full quantity.
If the price each is $22, and there is a 10% discount, I want it to show 10% of $22, not the subtotal of $22 x 6 QTY2 votes -
Ability to fax PandaDoc
Ability to fax PandaDoc
49 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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HubSpot: setup variable formatting
HubSpot variable should have capability to exclude values of zeroes after the decimal point
4 votes -
Hide/conceal information in variables from a recipient
Hide or conceal information in variables from a recipient. For example, there are two recipients in a document generated from a CRM. Information about both recipients, such as address and name, is populated into the document via variables. Each recipient should not see the other's information.
3 votes -
quick reminder button right from document list viewing by status
When filtering documents by status, make a buulk reminder button when selecting all docs and also a quick reminder button when clicking the 3 dots on the right of each doc
1 vote -
Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces
Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces.
At the moment, if the template is updated, the user doesn't know to update the bundles and loses admin time to edit and resend documents.
Additional layer, it's unknown where else that template needs updating.2 votes
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