2928 results found
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9 votes
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[Bulk send] Edit documents
Edit documents that user would like to send in bulk
18 votes -
Save custom tokens/variables
An option to save custom variables / tokens to be used across templates.
33 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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Pricing Table (Quote Builder): Input negative quantity / value.
ability to input negative quantities (when users are removing products from their master contract)
Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that46 votes -
2 votes
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52 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Change the sender
Change the document sender to any email without using Send on behalf.
24 votes -
Document deletion restriction for non-admins/managers / restrict deleting completed documents
There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.
Ability to only delete drafts and approved contracts, but not signed contracts
10 votes -
Save ACH payment details for future payments
Save recipient's ACH payment details for future payments
38 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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45 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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8 votes
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7 votes
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Wrike
Integration with Wrike
3 votesHi! 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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Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)
save template's name when creating a document from a Hubspot deal
88 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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5 votes
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Conditional discount (amount)
Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
from £20,001 up = 15% discount.67 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, 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.
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Ability to choose if a signature is to the left, centered, or to the right aligned.
Ability to choose if a signature is to the left, centered, or to the right.
14 votes -
11 votes
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4 votes
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Approvers outside of PandaDoc
Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.
9 votes
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