3784 results found
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Option to create template or document in a different language
Option to create template or document in a different language
- Will allow the user to create documents/templates in different languages.
7 votesLindsey Schocke responded
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Allow Bulk Send to send multiple documents to the same email
I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address
31 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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customized responses on declined documents/forms
an option to customize the screen that pops up with reasons why a form is rejected
6 votes -
Switch workspaces in MS Dynamics
Need to be able to switch workspaces inside MS Dynamics integration without opening PandaDoc in a new tab to improve efficiencies for their teams.
6 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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Push Tax from Hubspot to PandaDoc
Push Tax from Hubspot to PandaDoc
11 votes -
click the name on the pricing table to show more images of the product/item
It would be nice if instead of having a column in the pricing table to show pictures if the name itself could be clicked on to bring up the gallery of pictures associated with the product.
3 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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Ability to set a custom font by default at the account level
It would be helpful to be able to set a default Google Fonts custom font to avoid the need to update the font on each document.
6 votesHi there! Thank you for your feature request!
The option is available with Themes functionality: https://support.pandadoc.com/hc/en-us/articles/4409253054103-Setting-up-your-themes
Have a wonderful day!
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Restrict document owner from resolving suggestions
Restrict document owner from resolving suggestions but leave this option only for document approver(s)
5 votes -
Calendly
ability to integrate Calendly
11 votes -
fillable fields for internal use only
fillable fields for internal use only - hide fields from customers or recipients
11 votes -
Checklist for Completed Items
Checklist for completed items on a form or document that can be followed by the document owner.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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1 vote
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information about Quote Builder, please click the link below!
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Option to use sms verification trough Zapier or API.
We are using digital signed documents to make contracts. But we have to include 2FA because privacy regulations in the Netherlands. I saw that there was a option to verifiy to document receiver, but this is only for documents created manually.
We are using the Zapier plugin of PandaDoc to generate documents with data etc.
But we are not able to use this security function on those documents.
I think there would be a lot of people that need this option, i even saw comments online that people cant use PandaDoc because of this.
I like PandaDoc and i would…
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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ChargeBee
Integration with ChargeBee
17 votes -
[Quote Builder]: 2 way sync with Salesforce
2 way sync option for salesforce via qoute builder. this will allow to update the items in the salesforce once updated in the qoute builder.
6 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 click the link below. Have a marvelous day!
https://www.loom.com/share/00953592658741269cbad6be60a4c121?sid=68a1361f-adaf-4fdd-8204-9d19bb8655c8
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Identify Recurring charges in Catalog Import CSV
Have system identify recurring charges when mass importing items into Catalog. It would be great to have a way to specify the billing period of the product, such as: One time vs Recurring. And also define what billing period for recurring: Weekly, Monthly, or Annually.
18 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
https://support.pandadoc.com/hc/en-us/articles/360007915153-Import-and-export-your-catalog-via-CSV
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Reminders set in hours
Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.
11 votes -
3 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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2 votes
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Attach a File on the Send via Email Window to the Email Notification
Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.
4 votes
