3784 results found
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20 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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comments feature for uploaded documents
comments feature for uploaded documents
7 votesValeryia Baranava responded
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disable the inbox notification (red indicator)
disable the inbox notification (red indicator)
5 votesValeryia Baranava responded
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Collect Card Details without Payment Integrations
Be able to collect card details and store it in the app.
29 votesValeryia Baranava responded
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Ability to add payment processing fees
Allow to add payment fees to the payment integration, for example 2% for card payments
59 votesHi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:
- Add and set up quote builder: Discounts, taxes, and fees
- Pricing table. One-time and recurring fees
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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Section Totals (per Section) (SUM)
When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.
8 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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Set fields as "not required"/"optional" by default
availability to set some fields as "not required" by default
17 votesValeryia Baranava responded
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move the value of price/amount on the pricing table
move the value of price/amount on 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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ability to rename a document when when on viewing mode (opened document)
ability to rename a document when when on viewing mode (opened document)
2 votes -
Edit font size of signature field [Workaround in comments]
SIGNATURES SHOULD BE LARGER- AS THEY ARE ILLEGIBLE TO READ!
27 votesValeryia Baranava responded
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Disable collaborator button.
Give option for admins to disable the collaborator button.
15 votesValeryia Baranava responded
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Ability to add a variable in a hyperlink
Ability to add a variable from PandaDoc as a parameter in a URL or Hyperlink to the document.
1 vote -
Automatically pull images into PandaDoc
Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.
3 votes -
1 vote
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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Link existing document for Monday.com Integ
link an existing document to an item in Monday through the integration?
9 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis, 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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Be able to trigger on any template in a single source in the "Document Status Changed" trigger rather than having to select a specific templ
Hi there, PandaDoc Team!
Clint here, reaching out from Zapier Support. One or more of our mutual customers has requested a new feature in your app.
Specifically, they'd like to be able to trigger on any template in a single source in the "Document Status Changed" trigger, rather than having to select a specific template. Right now, it seems like you can either trigger on all templates from any source, or a single template from a single source.
It looks like this used to be possible.
But now, once you select a source, Template is required.Thanks, and please let…
1 vote -
More connection between workspaces: Design options, themes, settings shared between workspaces
- themes and fonts available and shared across all workspaces
- swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
- shared settings for all the workspaces to better manage the account
55 votesAfter careful consideration and further analysis of this 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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move a team member from one workspace to another
move one team member from one workspace to another
7 votes -
In-depth document reporting
More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.
3 votes -
Upload Consensus video in PandaDoc
Have the option to upload videos from Consensus into PandaDoc
4 votes