2928 results found
-
Send more than 10 documents in a bundle
Ability to bundle more than 10 documents in a bundle
65 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 namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
-
automatically change document status to Completed
automatically change document status to Completed
10 votesValeryia Baranava responded
-
ability to make the pricing table columns not visible to the end users (recipients)
the default pricing table columns should work in the similar way as the cost column
so you can set up it in the way so it will disappear automically and won't be visible to recipients13 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists by using Quote Builder. For more information, check the screenshot below.
-
The ability to map fields in Salesforce from a quote to the total section of the pricing table.
For example, the customer as a 'Shipping and Handling' fee section and would like it to be mapped to the total column in the pricing table.
4 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!
-
delete a workspace or archive a workspace
delete a workspace or archive a workspace
68 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! -
Ability to set an expiration date for the document for "today/by the end of the day".
Ability to set an expiration date for the document for "today/by the end of the day".
15 votes -
(Form fields) automatically adjust fields size after upload
ability to auto-adjust fields size so the input will not be cut off afer you auto-place fields during upload
4 votes -
Decimal places applied on pricing table variables
After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.
8 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!
-
Option to view all workspaces from the dashboard
Option to view all workspaces from the dashboard.
An option that will allow the user to view all of his workspace from the dashboard.
8 votes -
recipient comments on a document. click "view in document" to take you directly to the comment in the document
When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
https://share.getcloudapp.com/7Kuq6LDp3 votes -
Receive responses to whitelabeled email
Ability to receive responses to sent emails from PandaDoc that are whitelabeled
3 votes -
Ability to map products into different pricing table sections.
Zoho CRM mapping.
4 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:
-
add collaborator through API while creating a document
add collaborator through API while creating a document
11 votes -
Create one quote using multiple deals in HubSpot
Is it possible to create one quote using multiple deals? What I’m curious about is if a PandaDoc quote allows you to include all of the products from multiple HubSpot deals to appear in the editable pricing table of a single quote? Rather than creating separate quotes for each deal.
13 votes -
Restrict the ability to invite guest licenses (collaborators) to the admin role only.
Restrict the ability to invite guest licenses (collaborators) to the admin role only.
39 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!
-
Ability to show price with discount and extended price
configure the pricing table, to show price with discount and extended price column.
5 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:
-
Disable the option to edit a completed document
Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
would like to have a toggle to remove the ability to edit a document.32 votes -
disable email forwarding
ability to disable document forwarding for public view.
5 votes -
Change the placeholder of variables and automatically make a hyperlink in PandaDoc from Hubspot
From a customer, "you should be able to put a label on a variable".
5 votes -
27 votes
- Don't see your idea?