7513 results found
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Greater or Less than logic in smart content
The option to use > and < when defining Conditional Logic for Smart Content.
25 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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[QuoteBuilder <> Stripe] create items with recurring charges that will automatically stop.
To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
For example, a product item with a recurring charge 10 USD/month for half a year.
After 6th collection - it automatically stops.2 votes -
3 votes
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Conditional fields for content library
Conditional fields for content library
40 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Generate report on the time of document signing
Ability to generate a report on the time when the document was signed
2 votes -
Approvals Process - Wpromote
Approvals process and actual workflow for contract going in navigating between different parties within the same company.
For example, after you're able to do that where you set up a workflow approval process where you send a draft on over to someone. It gets edited, and then if it gets approved it gets sent on to the next party; If it gets declined, then it either stays with them until it gets edited, or tracks and goes back to step. To have like a full CLM platform.3 votes -
Draft Document in Contact Details
Have draft documents to show in the contact's information even if it is in draft status if they have been added as a potential recipient.
3 votes -
2 votes
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Ability to view the background image within the page properties.
Ability to view the background image within the page properties.
2 votes -
Option to create template or document in a different language
Option to create template or document in a different language
- Will allow the user to create documents/templates in different languages.
7 votes -
Settings to turn on/off support chat icon
The ability to turn off or on the support chat window. We can also place it where it won't affect the user when using PandaDoc.
1 vote -
Allow Bulk Send to send multiple documents to the same email
I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address
30 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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customized responses on declined documents/forms
an option to customize the screen that pops up with reasons why a form is rejected
6 votes -
Switch workspaces in MS Dynamics
Need to be able to switch workspaces inside MS Dynamics integration without opening PandaDoc in a new tab to improve efficiencies for their teams.
6 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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Push Tax from Hubspot to PandaDoc
Push Tax from Hubspot to PandaDoc
10 votes -
click the name on the pricing table to show more images of the product/item
It would be nice if instead of having a column in the pricing table to show pictures if the name itself could be clicked on to bring up the gallery of pictures associated with the product.
3 votes -
Ability to set a custom font by default at the account level
It would be helpful to be able to set a default Google Fonts custom font to avoid the need to update the font on each document.
5 votesHi there! Thank you for your feature request!
The option is available with Themes functionality: https://support.pandadoc.com/hc/en-us/articles/4409253054103-Setting-up-your-themes
Have a wonderful day!
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Status between waiting for payment and Paid
Add additional status in between Waiting for payment and Paid such as Payment Submitted"
3 votes -
Restrict document owner from resolving suggestions
Restrict document owner from resolving suggestions but leave this option only for document approver(s)
4 votes -
Calendly
ability to integrate Calendly
11 votes
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