3784 results found
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1 vote
Merge field is a new configuration in the field settings to set an API name for a checkbox field.
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8 votes
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Auto-update the approval setting in documents created from this template
Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template
5 votes -
More fields in template embedding to gather information from clients
More fields in template embedding to gather information from clients
1 voteThe feature is available in Forms in Editor 2.0
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Folders password protection
Add password protection to specific folders inside PandaDoc
34 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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Edit Document Creation Variable (system variables)
Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out
17 votes -
Thumbnail/Preview for pages
Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.
Is it possible to give some sort of thumbnail or preview of the page on the left side?
43 votesThe feature is released: https://support.pandadoc.com/hc/en-us/articles/360060838033--Editor-2-0-Page-reordering-
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21 votes
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Fields signing order on a document/form
Add order in which the recipient would be able to act on fields.
18 votes -
2 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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[Bulk Action] Mass download templates
Mass download templates
51 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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11 votes
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References in the Pricing Table
Ability to add references to the pricing table.
9 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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Add recipient's first name and last name while forwarding
After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)
8 votes -
Customers / recipients can edit variables
The ability for the recipients to edit variables.
45 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Recipients can upload visible in a document images / files
Allow recipients to upload images not as download links but as entire picture which is a part of the document.
52 votes -
Repeat reminders every day (daily auto-reminders)
repeat reminders every day
26 votesHi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders as well as send reminders via text (SMS).
For more information, please visit our Help Center.
Should you have any feedback or suggestions, feel free to message me directly.
Igor, Product Team
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Override Approval: vacation setting (Allow Admins to force approve or reject document approvals)
Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
Let us know how important this feature is to you.109 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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Basic integration with Slack
Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
Please vote for this feature and let us know what would you expect to see in the integration!26 votes -
1 vote
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!
