2928 results found
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Upload Consensus video in PandaDoc
Have the option to upload videos from Consensus into PandaDoc
4 votes -
Localization issues ( Europe )
language issues (date, position of the € sign).
5 votes -
Sort Contacts by Last name In PD contacts
Client would like to be able to sort PandaDoc contacts by last name in alphabetical order
4 votes -
Data storage exclusively in Canada
Some customer's require storage to be localized exclusively within Canada
12 votes -
Chat automatically open when document is opened
Option so that when recipient opens document, chat is automatically opened to ensure recipient receives it.
6 votes -
optional pricing table
ability to have a check box to make an entire pricing table optional
13 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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Lock completed documents
Have an option where once document is completed, it is locked and cannot be opened.
29 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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Lock content blocks in place: lock 🔐 position without locking restrict editing
Ability to lock 🔐 block position without locking restrict editing
23 votesLindsey Schocke responded
The ability to lock content blocks without restricting editing is still needed. Reopening feature request.
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Restrict Duplicating Documents
Have an option to restrict duplicating of documents.
9 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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2 votes
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Upload CSV/Excel/XLSX as editable content in PandaDoc
upload csv/excel as an editable content
74 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Expiration date for each signer
The customer would like to have an expiration date separate for each signer. For example, if the first signer has to sign within a week because of company policy, and then there would be a second expiration date for the second signer.
13 votes -
Allow phone numbers on the form pop up
Allow phone numbers in the pop up that appears when a form is opened
2 votes -
Pull info from the text of the doc into the pricing table (price portion)
The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.
2 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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Internal hints, notes within document instead of as comments or in line chat
It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.
14 votes -
restrict uploads to certain users
restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document
2 votes -
Switch Workspaces in Salesforce
Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF
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!
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Universal Menu Options
At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.
I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.
4 votes -
Change Paper Size for A4 to Default in Main Settings / Theme Settings
Wants to use the A4 layout feature for all documents. Currently has to edit each one manually. There are two countries in the world using US format (US + Canada) - everyone else uses A4. Thank you!
12 votes
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