21 results found
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Custom Electronic Disclosure Message
Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.
11 votes -
Bypass recipient information input in forms
The ability to enable recipients to not have to input recipient information before singing a form
3 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 via your PandaDoc account. For more information, please click the link below! -
Ability to append first.last name of recipient in subject line
We had this feature in DocuSign powerforms, and it was extremely helpful. We need the ability to append the name of the first recipient in the subject line of the email that goes out. For example: "Sample Subject line [FirstName LastName]. "
Maybe this is already possible with variables? When an office gets lots of submissions via PandaDoc forms, and they all have the same subject line, it's hard to differentiate them.
Thank you for considering it.
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 via your PandaDoc account. For more information, please click the link below! -
[Quote Builder] Allow decimal points in the quantity like a pricing table
We want to use the quote builder for a prepaid block of hours based on FTE requirements. This figure is often not in whole numbers. For example, we may need 2.25 FTE rather than 2 or 3 FTE. Could we please get the ability to use decimal points in the quantity in the quote builder? It's available in the pricing table as an option currently.
3 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested will soon be available in the system. If you'd like to get the early access, please reach out to support@pandadoc.com
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Option to add metadata to documents not using API
Ability to add metadata to documents created from templates using the PandaDoc editor.
1 voteHi,
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 at via your PandaDoc account. For more information, please click the link below! -
1 vote
Hi,
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 via your PandaDoc account. For more information, please click the link below! -
Add default option for Date > Autofill with Signing Date
Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.
Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.
11 votes -
Variable questionnaire
The ability to have recipients complete a questionnaire before opening a document which would place those answers within variable/fillable fields
1 voteHi,
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 via your PandaDoc account. For more information, please click the link below!
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4 votes
Hi,
Good news: With the latest Admin Panel update, it's now possible to change the workspace name within all plans. This update is being gradually rolled out during July and August. If you'd like to test it, please reach out to our support team at support@pandadoc.com.
More details about the update can be found here.
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[Integration] Add images to Quote Builder from CRM
Allow automatically inserting images to the quote builder from a CRM or other integration.
3 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please reply to this email reach out to our support team. Have a marvelous day!
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[HubSpot CRM] Searchable and selectable tokens on the PandaDoc side
An option to search and select tokens from HubSpot CRM on the PandaDoc side
3 votesHi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, please reach out to victoria.solovey@pandadoc.com
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Use custom variables/fields in forms
Availability to use custom variables for the forms (at the moment only role variables can be used)
62 votesHi,
Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to john.koenig@pandadoc.com. -
26 votes
Hi,
Good news: With the latest Admin Panel update, you can now manage custom role workspace enablement directly from the custom role page. This update is being gradually rolled out during July and August. If you'd like to test it, please reach out to our support team at support@pandadoc.com.
More details about the update can be found here.
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Admin dashboard -- Overview all users / Manage all Users at once for all workspaces
It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.
28 votesHi,
Good news: With the latest Admin Panel update, it's now possible to manage all users within the organization from the corresponding section. This update is being gradually rolled out. If you'd like to test it, please reach out to our support team at support@pandadoc.com.
More details about the update can be found here.
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Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)
Choose the number of decimals shown to the viewer.
Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.
431 votesHi,
Good news: we have already started working on that feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
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Payment reminders
Possibility to send a payment reminder to the recipients in Editor 2.0
136 votesHi there!
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 at support@pandadoc.com.
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[Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete
Ability multiselect fields with bulk actions
NOTE: This idea applies to FIELDS only. A separate idea has been created for blocks ([Bulk actions] Ability to select multiple BLOCKS to move, delete, copy/paste)294 votesMulti-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.
Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.
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Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
15 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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Allow for KBA: Knowledge Based Authentication
Allow for KBA: Knowledge Based Authentication
43 votesHello! I’m excited to inform that KBA verification is now available for early access 🎉
If you’d like to give it a spin, just drop me a message, and I’d be happy to enable it for you and hear your thoughts.
Igor, Product Team
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Ability to delete a user from all workspaces at once
The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.
9 votesHi,
Good news: With the latest Admin Panel update, it's now possible to delete a user from all workspaces at once. This update is being gradually rolled out. If you'd like to test it, please reach out to our support team at support@pandadoc.com.
More details about the update can be found here.
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