3010 results found
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Set client's default email subject (automatic subject)
Set client's default email subject (instead of X has sent you the document).
102 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Combine/Merge Templates & Documents
There should be a feature that allow you to combine templates and documents
99 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Variables contain formulas: Excel formulas
Option to put formulas into variables similar to Excel
96 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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62 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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12 votes
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OCR capabilities
OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs
32 votes -
3 votes
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Calculated Variables in Pricing tables
Ability to add variables in columns that are not just plain text so that they can be multiplied.
91 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.
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26 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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GoCardless
Integration with Payment Gateway GoCardless
48 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template
Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template
94 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Payment Receipt from PandaDoc
Customer would like to have an option to automatically send payment receipt from PandaDoc to their recipients after paying the document.
Examples of generating receipts would include using our payment gateways such as Stripe, Square, Authorize.Net, PayPal, and QuickBooks Payments.
66 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the 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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74 votes
We wanted to share an update regarding this idea. After careful consideration and further analysis of the 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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Xero
Native Xero integration
150 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the 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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Different Header/Footers for Each Page
Option to set the different header/footers for each page or to delete the it at all.
154 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Having separate repository and folders within Image Library
- separate repository in side bar (like Content library)
- folders within Image library
194 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! -
Export Report of a Single Document
Be able to export a particular documents usage: who has viewed, downloaded, completed.
7 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, check the link below:
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Spellchecker: Spell Check in App like Grammarly
Add a spell checker to app
346 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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230 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the 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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Payment required to complete the document
Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.
67 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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