2996 results found
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Notifications settings from documents created from Forms to be separated from the notifications for the regular documents
Separate notifications settings for regular documents and documents created from forms
6 votesValeryia Baranava responded
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Selective Notification Options For Different Documents (Disable completed document notifications on specific documents)
Selective notification options for different documents... It would be great if there was a way to turn off notifications for just one type of document. For example, I would like to receive notifications for individual documents that I create, but not for every single form response that I get...
59 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Reporting: Time a document is waiting to be approved when sent to approver
time to approve success metric
45 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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attachment location
Would like a separate section for attachment instead of the audit trail. Billing does not know to look in the audit trail to find the signed agreement after it's been uploaded and changed manually to completed.
4 votes -
display multi-year contract and TCV in the same table: have a multi-year pricing table which has separate total columns for each year
Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another 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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Mobile preview: Ability to preview documents how they would look on mobile
It would be very convenient if there was a possibility to see how the document would look on mobile Public View.
Sometimes the web version can differ from the mobile one so in order to check it, currently, users need to send it to themselves. Perhaps, something like Chrome Dev Tool( where you can see how the page adjusts to the screen size) might work10 votes -
Save Products From Pricing Table to Catalog
To have the option to save a product from the pricing table to the catalog for manually added products
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!
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4 votes
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Link document multiple objects in CRM (Hubspot, Pipedrive, etc)
Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.
21 votes -
Presentation Option: Powerpoint slideshow mode (no scroll)
Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.
18 votes -
Delete pages from the App
The functionality of creating a document from a template is very good from the App, but it is not practical if you cannot do simple things like delete sections or pages, or include the value of the proposal. It would be great if you incorporated this kind of functionality.
3 votes -
4 votes
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Needs to Allow Pricing Tables to be Copied & Pasted from PandaDoc into Emails to Transfer and/or Manipulate Certain Data
We are unable to Copy & Paste the Pricing Table in our Agreements. This was a fundamental feature for my position and what I do daily, and the inability to copy and paste the Pricing Table into an email and manually manipulate the data is inconvenient and really slows me down. Snipping tool or a screenshot of is ineffective also because I do have to manipulate the data in the email. I really hope that we are able to resolve this ASAP, as it significantly impacts my day-to-day and was a key feature in the original version.
Thanks in advance!
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!
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Set a Saved Message on the template level
Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message
53 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Email tracking each time a document is being opened
every email open means someone is thinking about their quote
so it would be an awesome feature1 voteHi,
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, check the link below:
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create a report from the documents created per recipient
create a report from the documents created per recipient
15 votes -
Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent , viewed, expired and completed documents
Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily
8 votes -
QR Code (or barcode) on form instead of link
Ability to use QR code instead of link for forms
15 votes -
11 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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Pass document public URL via Zapier
Being able to pass a document public link from PandaDoc via Zapier even if the document was not sent
47 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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