3784 results found
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2 votes
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, please click the link below!
Transfer document ownership to another user
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Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.
Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.
5 votes -
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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Allow signatures and dates to be optional
There are times where a signature/date is not needed but other times it is. In the case of a form I'm working on where depending on the level of position we are hiring for, The president's signature is needed but for other positions it is not.
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature to make Signatures and Dates optional is available within the system. To achieve this, you can make the fields non-required for your recipients. Here's the ink for more information: https://support.pandadoc.com/hc/en-us/articles/360040595714-Fields
Have a wonderful day!
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Ability to choose a specific payment date for the recurring charge
Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.
35 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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4 votes
Lindsey Schocke responded
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Download a csv of all Form responses at once
Download a csv of all Form responses at once
4 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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add shipping fees, packaging costs, rental fees, deposits, etc.
add shipping fees, packaging costs, rental fees, deposits, etc.
3 votes -
Pull custom fields into the Quote builder
Pull custom fields into the Quote builder
2 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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Ability to set document layout for all the uploaded documents.
Ability to set document layout for all the uploaded documents.
9 votesValeryia Baranava responded
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Ability to open the same product in catalog via clicking on it in pricing table.
Ability to open the same product in catalog via clicking on it in pricing table.
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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[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,
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!
HubSpot CRM (classic experience)
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[Automations] Automatically move documents created from a template to a specific folder upon creation (while still on Draft status)
Option to automatically add Documents created from a Template, into a pre-defined folder upon creation, even while on draft status (vs. existing recipes triggered by status change to Sent or Completed).
7 votes -
have more than 1 signer to use Qualified electronic signature (QES)
have more than 1 signer to use Qualified electronic signature (QES)
A document with a qualified electronic signature can’t have more than one signer.
33 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!
Qualified e-signature in PandaDoc: Overview and requirements (new experience)
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Selected filters remain when user returns to the documents tab
When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain
4 votes -
2 votes
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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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permission to access reporting
permission to access reporting for Member role
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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Search by document title only
Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.
4 votesYou can now search for a document by title! When searching documents, you can view all matches or look through matches found in "Titles only" tab.
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Organization Variables for Zendesk
Have variables set up at the Organization level, not just the User and ticket level.
2 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
