3784 results found
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Switch Workspaces in Salesforce
Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF
39 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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Direct integration with Greenhouse
Customers would like to have ability to integrate with their HR tools like Greenhouse
8 votesPlease see this link for more information: Greenhouse automations.
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Universal Menu Options
At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.
I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.
4 votes -
Freshworks
Client would like direct integration with freshworks
8 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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Conditional fields available for Forms
Conditional logic for the forms.
32 votesConditional Fields are now available in Forms: https://support.pandadoc.com/hc/en-us/articles/7639033670679
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UX improvement: More explicit difference between working on a template and working on a document
The Document and Template Editor pages look almost identical. A common first-time user error is creating a document when you think you are creating a template or vice versa. Common for New Hires, New Customers, common support question.
You cant set up an approval workflow on documents, if there was a pop-up that redirected you it would be helpful.
Same with Roles and "why can't I send this document" ... Because you are in a template.
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 check the video below!
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Change Paper Size for A4 to Default in Main Settings / Theme Settings
Wants to use the A4 layout feature for all documents. Currently has to edit each one manually. There are two countries in the world using US format (US + Canada) - everyone else uses A4. Thank you!
12 votes -
An option to use a custom fields with data merge in Hubspot
an option to use a custom field with data merge in Hubspot
20 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!
Send product information to a pricing table in PandaDoc (new experience)
Send product information to a pricing table in PandaDoc (classic experience)
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Send a document after document completion
send a follow-up email/document after document completion
46 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!
Sending another document when PandaDoc document status changes -
Select a template automatically salesforce
Choose the PandaDoc template automatically based on salesforce field value or salesforce product
23 votes -
26 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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Change Time Zone for Date Variable
change time zone for date variable formatting
51 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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16 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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custom roles can be approvers in workflows
allow custom roles be approvers in workflows
9 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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Notification for signed but did not hit the Finish button
Notification for signed but did not hit the Finish button
24 votes -
Shared templates are added to the "All templates" folder
Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.
11 votes -
Save fields values' when a document is downloaded as docx(word)
At the moment Fields' values are lost when a document is downloaded as .docx
30 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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Sorting of Tags
Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.
8 votes -
Zendesk Sell pull more contact variables(tokens)
At the moment only the first name, last name, email, company and phone of a contact could be pulled from Zendesk cell into PandaDoc (doesn't matter if a document is created from a deal or contact). It is possible to pull street, postal code and city only using the tokens from a gear icon when a document is created from a deal (for example, [Contact.City]). The feature request is to be able to pull those fields (city, postal code, street, etc.) for any contact
2 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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In-person signing without email
In-person signing without email - for the senior care facilities where those signing do not have an email address
22 votesHi there 👋
I'm happy to inform you that we've introduced the ability to sign documents in person, even if the recipient doesn't have an email address. The host's name and email will now be displayed alongside the in-person signer's information in the signing certificate.
If you have any questions, please feel free to reach out.
Igor | Product Team
