2928 results found
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Ability to type in a date field
It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.
It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.
6 votesValeryia Baranava responded
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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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remove the grey pic of an image block if the image hasn’t been added in pdfs
Ability to remove the grey pic of an image block if the image hasn’t been added in a downloaded PDF
2 votes -
Ability for Approvers to Edit During the Document Approval Workflow Process
I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
Current Steps:
1. Receive doc for review
2. Review - while reviewing you see a necessary change
3. You must click "Edit Document" and make your desired edits
4. I then have to resubmit for review
5. Review
6. ApproveAs a reviewer role, I should be able to edit the document within my review and approve all at once which would…
79 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Pricing table "enable quantity editing" set as required field
Pricing table "enable quantity editing" set as required field
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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Upload pdf within content blocks
Would like to upload a “pdf” in the middle of content blocks
4 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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Use workflow trigger from Hubspot to update deal status once a document has been signed
Use workflow trigger from Hubspot to update deal status once a document has been signed
5 votes -
Pop up notification for admin for all users
Would like to have the capability of an admin to notify all users of announcements.
Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.
Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.2 votes -
CompanyCam
We would love to be able to pull images right out of CompanyCam and add into our proposal!
6 votes -
Edit Approval Workflow without editing doc
Customer would like to be able to change the approval workflow after sending without editing the document first.
26 votes -
Recipient names can be set by other recipients
You can send documents to a recipient, and they can set the other recipient names/emails
3 votes -
Bulk/multiple approval of documents
To be able to approve multiple documents that were generated via bulk send feature.
6 votes -
Currency validation field
Having currency as one of the options for the field validation (email, phone number, social, etc.)
10 votes -
Set default country details in Stripe
We are currently using PandaDoc to accept credit card payments via the 'Payment Block' synced to Stripe. We are able to set the default currency, but haven't been able to set the default country details.
7 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Centralized variable management
What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
How cool would it be if there would be a central page in settings called "Variables" where
You can create variables with set content.
reuse these variables across all your docs.
A variable could also be an image or a piece of content library contentIt is a simple yet efficient idea that would make our lives a lot easier.
7 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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Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)
The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?
18 votes -
1 vote
Hi! 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.
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25 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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