7208 results found
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1 vote
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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Integrate with RD Station
Integrate with RD Station
5 votes -
Tagging a group in the chat or messaging in the document
When communicating in the chat of a document, you can mention a group by typing "@" followed by the group's name. This notifies all group members and directs their attention to the message.
2 votes -
Bulk download: include the document that was uploaded when the status was manually changed
Option to include manually uploaded signed documents from the audit trail (documents that were uploaded during document status change) in bulk download.
2 votes -
Sync Zoho Catalog with PandaDoc Catalog
Sync Zoho Invoice Catalog Items with Pandadoc Catalog Items so that when a catalog item is updated in one software, the other automatically updates (rather than having to update each software separately.)
2 votes -
Recipient can resize a field
If the text input is long, the recipient should be able to resize the field based on the input
3 votes -
automatically place fillable fields
automatically place fillable fields in documents and templates without drag and drop option
3 votes -
Skipped Optional Radio Buttons/ Checkboxes Warning
The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.
5 votes -
Mobile app for EU servers
Option to use mobile app in case you have EU server
5 votes -
Option to Edit the price in Volume Pricing
- Will allow the user to be able to change the price that is set in volume pricing
5 votes -
Ability to change default title for documents created via HubSpot
Ability to change default title for documents created via HubSpot
5 votes -
Remove the option to leave a public comment on a form
Remove an option to leave a public comment on a form for the recipient
4 votes -
Accept and apply discount codes in payment gateways
accept and apply discount codes (promo codes) in payment gateways
5 votes -
Allow Product Bundles to be set with recurring pricing
We are a service based business and most of our catalogue items are monthly recurring. We want to create service bundles and charge those on a recurring basis
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team.
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Approval process linked to pricing table variables
Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.
2 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario:
- You can use Quotes and write approval rules to use quote variables.
- Please see this link for more info: Conditional Approvals in Quote Builder
We hope this release 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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Salesforce: merge multiple tokens into one field
In Salesforce Billing Address is captured in separate fields like Billing, Street, City, State, Postal code and country. How do I merge multiple fields from Salesforce into one field in PandaDoc?
2 votes -
Field Tab Logic Improvements
Currently, based on the tab logic, focus navigates from top to bottom and left to right. However, it also accounts for the pixel height of the field. Therefore, if fields are misaligned, focus will jump to the higher field instead.
2 votes -
Save videos of terminated notary sessions
An archive or the feature that will save videos/recordings even when a Notary Session has been terminated.
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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PandaDoc module in custom object in Pipedrive
Add PandaDoc module to Pipderive (i.e Projects)
2 votes -
Require recipients to complete document attachments
Require recipients to complete document attachments
2 votes
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