3784 results found
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Moving pricing table sections above column names
Moving pricing table sections above column names
5 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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Import Google contacts
live sync with Google contacts
2 votes -
Option to customize or change the font or font size on fields
Option to change the font size on fields
it will allow the user to change the size of fonts on the ifields.
9 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to change the font size for fields is already available within the system. Please see the video on how to do it: https://share.getcloudapp.com/qGur20r1
Many thanks for your time! Have a wonderful day!
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1 vote
Hello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to change a document name after sending/completion is already available within the system. Here's how we do that: https://share.getcloudapp.com/8Lup8Gqj
Many thanks for your time! Have a wonderful day!
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Create a community site for developers
It will be helpful if there is a community site that developers can ask questions and exchange information.
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please feel free to refer to our Forums, which is a community site, and start conversations on the topics you're interested in: Forum.
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More comprehensive pricing table design settings
Have pricing table global design settings (section header typography, text typography, description typography) also available in design settings of a single pricing table
19 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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Gridlines / Ruler
Would love a gridline or ruler option to overlay on page to help with lining up text & images
27 votesValeryia Baranava responded
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1 vote
Hello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to remove the promotional window on your recipient's end is already available within the system. Here's how you can remove it: https://share.getcloudapp.com/NQux6OBX
Many thanks for your time! Have a wonderful day!
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salesforce document title
Ability to set the document title of a newly created document from info in Salesforce
14 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.Â
You can customize the document name with Salesforce data by navigating to PandaDoc Setup > Object customization settings > DOCUMENT NAME. If you prefer the document to inherit the template name, simply leave the 'document name' field blank.
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Option to see the users who deleted a document / template
A panel where customers can see which documents were deleted, and by whom and when.
17 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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Optional Template Roles
Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.
9 votes -
Ability to turn templates into content library items.
Ability to turn templates into content library items.
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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4 votes
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Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
2 votes -
Transfer the ownership of the template
To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them
32 votes -
21 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!
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Expiration date for published forms
Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)
16 votes -
i m trying to add a text box in table
i m trying to add a text box in table
1 voteHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to add a text block on top of a table is already available within the system. Please see the video guide how to do it: https://share.getcloudapp.com/kpu4gbBgÂ
Many thanks for your time! Have a wonderful day!
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calculate subtotal for 1 item in pricing table
calculate subtotal for 1 item in pricing table ( in case there are many items. at the moment if the quantity is 5 for example, line subtotal will be for all 5 items. Clients need to see also subtotal per item and then subtotal for the needed quantity.
7 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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Customize password submission screen for password-protected documents/folders
It would be very helpful to be able to add our own customized text or image to the password submission screen. There is a lot of available screen real estate (see the attached image from https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication). There is already a small paragraph of PandaDoc-specific text ("by clicking Submit and using PandaDoc's services..." "...as detailed more fully in PandaDoc's Privacy Notice [linked]."). But since the recipient will enter the password to access OUR documents, it's critical that we can add a bit of our own text as well. This could be something like "by clicking Submit, you agree to confidentiality…
3 votes
