3784 results found
-
Password protection via API
The customer would like to use password protection when creating the document via API
3 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!
-
Error in UF currency format
the UF currency must have two decimal places. Please correct as soon as possible
2 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system.
-
Doc status will not change to Paid unless payment is successful
If a payment to the gateway is unsuccessful the document status will not change to Paid.
6 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!
-
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 votesValeryia Baranava responded
-
Manage Signing Order UX Improvement
This is a very simple thing but when I want to reorder the Signing Order, I have to click to the left of the names to drag and change the order.
A great improvement would be allowing the user to just click on the name and drag so I don't have to "click snipe"
2 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
-
Pull Salesforce line items in the same order they are in SF
pull the Salesforce lie items in the same order they are in SF
11 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!
-
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!
-
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.
-
When transferring document ownership, it should stay in the folder it was originally in, instead of another folder being created.
Currently, transferring ownership of documents held within folders produces a new folder.
If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".
13 votesI'm happy to announce that we've fixed the issue with files transfer ownership.Â
From now on, all files transferred to the new owner will stay in the same folder as  were originally.Â
You're welcome to share your feedbackÂ
-
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:
-
send a PandaDoc to a phone number rather than email
Account has recipients that do not have an email address
6 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!
-
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!
-
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.
-
translate products in pricing table to another languages
translate products in pricing table to another languages
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!
-
2 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!
