2995 results found
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Working TOC in PDF files: clickable table of contents in PDF
Working TOC in PDF files (after downloading).
33 votes -
Automatically put the value from one pricing table in another pricing table
Automatically put the value from one pricing table in another pricing table
22 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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Document background image
Option to set an image for document background
56 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles
Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.
22 votes -
Find and Replace All feature within a document / template
Find and Replace All feature in a document or a template
216 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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7 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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Removing fields when a role is removed or unassigned / remove fields in bulk
When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.
16 votes -
[Bulk action] Change Status of Multiple Documents at Once
Be able to change the status of multiple documents at once.
45 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Salesforce Mobile App Capability
Be able to use the Salesforce integration using mobile apps.
45 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table
Auto-sort from highest price to lowest in the pricing table.
20 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 mobile app
Ability to use the hubspot mobile app with PandaDoc
17 votes -
Expand / Collapse Pricing Table Descriptions
Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.
12 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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Document Approved notification
Ability to send "Document Approved" notification to more than just the document creator.
14 votes -
Customization for Decline Reasons
Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.
97 votes -
SEPA Direct Debit
Ability to set up SEPA direct debit through PandaDoc
23 votes -
74 votes
Hi,
Good news: we have already implemented this feature, and it's now ready for Early Access. For more information, please click the link below!
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Link to CRM Zoho
Link documents to Zoho CRM from PandaDoc side
18 votes -
91 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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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, check the link below:
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Signer can re-assign some fields to other people
There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.
Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient
30 votes
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