3784 results found
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4 votes
Hi,
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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Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.
Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.
19 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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catalog sharing across workspaces
catalog sharing across workspaces
24 votes -
Use custom variables/fields in forms
Availability to use custom variables for the forms (at the moment only role variables can be used)
68 votesHi,
Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to the Support Team.
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Edit templates and CLI across workspaces
The ability to create or update templates and content library items that are accessible in one workspace.
24 votes -
Different types of signatures for the same person
Ability to use two different signatures for the same person (for example draw and type)
8 votes -
ability (button) to download a PDF of a Form
ability (button) to download a PDF of a Form
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! -
Filter the PandaDoc Inbox by "To sign" or "Signed"
Filter the PandaDoc Inbox to show only the Unsigned document
Filter to by "To sign" or "Signed"20 votesHi there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to use filtering options in your Inbox is available within the system. Please see the link for more info: Inbox.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Content Library search inside a folder
Content Library search inside a folder
13 votes -
Using Shared Templates to Create Documents in CRM
Currently, Editor 2.0 Templates shared across Workspaces cannot be used to create new Documents with integrations. Can only be created in original Workspace. However, it is currently possible with EV1 Templates. Customers would like this ability with EV2 as well.
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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Ability for page number to show left or right
Ability for page number to show left or right
22 votes -
profit&margin variables
ability to use pricing tables profit&margin variables
7 votes -
Adjust / reduce the spacing (move closer) between two blocks
Ability to adjust the spacing between bullets and text
20 votes -
Set up different colors and design for pricing table section headers
At the moment you can only customise the design of the whole pricing table but what if I wanted my sections to look different to my pricing table headers, like in panda classic. To my knowledge this isn't possible.
14 votes -
Vertical placement of fields
some documents require a signature on the side of the page however the signature needs to be vertical as opposed to horizontal
5 votes -
Filter documents by created date
For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)
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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Option to delete a section header in the Pricing table without deleting the rows within the section
Option to delete a section header in the Pricing table without deleting the rows within the section
9 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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Column mapping for pricing tables for other CRMs (now available only for Salesforce)
Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce
4 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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Customize Forms Pop-Up message: Option to edit the message from the Form wizard.
Customize the Forms pop-up message that is visible when accessing a form from a website.
112 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Admin License
Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.
11 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. There is an option to create a custom role where document creation is not allowed, but a user can manage roles and workspaces. For more information, please follow check the link below:
