2928 results found
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Bulk Manage reminders for sent docs
Send reminders for multiple documents at once
50 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Disable Document Sent for CC'd Recipients
Ability to remove "Document Sent" email notification for cc'd recipients.
33 votes -
Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document
Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).
16 votes -
Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously
It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.
Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…
50 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Allow admins to change other users' emails, names, and passwords
Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.
20 votes -
Add clickwrap as an additional safeguard for contract signing: Terms & Conditions Feature
add clickwrap as an additional safeguard for contract signing.
50 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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MS Dynamics - Ability to update document info
Need the ability to update an existing draft document with data from a MS Dynamics record.
3 votes -
Option to define the template which document was created from
Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).
68 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Set optional items as required in pricing table (Assign a pricing table to recipient)
Make the optional items in pricing table required for the customer to choose.
75 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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6 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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Automatic page creation
Automatic creation of blank page when the text leaves the borders of the previous page
4 votes -
Be able to Paste Images into Editor or add via URL
Be able to paste images into editor instead of uploading using an image block
37 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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[Bulk Action] Update multiple catalog items (duplicate, rename, tags)
Copy Catalog Items and save as a new item
40 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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[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc
Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.
18 votes -
Save and Doesn't save buttons for templates and documents
Save and Doesn't save buttons for templates and documents.
26 votes -
Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM
Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce
20 votes -
[Content design] change orientation for uploaded template
change orientation for uploaded template
14 votes -
Document Forwarding Checkbox
When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.
Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.
5 votes -
[Pricing table] Possibility to change subtotal/total manually.
Possibility to change subtotal/total manually.
36 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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Master settings: edit multiple Workspaces at once
Allow editing several WS at once.
7 votes
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