3784 results found
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20 votes
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Merge cells in a table
Merge cells in a table.
154 votes -
Send comments in bulk
Send comments in bulk
1 vote -
8 votes
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Auto-reminders: customize the text in reminder message
Customize the text in the auto-reminder message
344 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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34 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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5 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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5 votes
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Schedule Sending documents
Ability to schedule when to send a document
294 votesHi,
Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.
We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.
To learn more about how it works, check out our Help Center article.
Thank you for voting for this idea – your feedback is what got it built.
Igor, Product team @ PandaDoc
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Modify Dashboard: create filters, hide statuses
The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.
191 voteswith new Home dashboard, you can select needed document statuses and apply date filter. More filters to come!Â
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CPQ calculations: Excel Formulas.
Enable much higher flexibility in CPQ with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.
677 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Volume-based Pricing (formerly Tiered pricing)
Enable rule-based discounts in the pricing table. Each catalog item has a set of prices depending on the quantity.
111 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 “Volume based pricing” has been released. Please see this link for more information: Volume based pricing.
Have a wonderful day!
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Conditional content
If then logic around content from the content library and the pricing table
302 votesEliminate mistakes and save hours of manual work by using Smart Content to set up conditional logic. PandaDoc Smart Content empowers you to enforce consistency across dynamic documents, without sacrificing customization and while saving hours of administrative work. Using an intuitive interface, you’ll be able to reduce the number of mistakes and make sure the right information is easily added to documents. Remind your team what to include, preselect content for them or apply advanced logic in just a couple of steps. Unlike complicated solutions, Smart Content is easy-to-set-up, easy-to-use, and powerful enough to make all of your documents as unique as individual business relationships.
Check out these helpful articles:
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Enable deal rooms
Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc
2 votesHi,
Thank you for taking the time to leave your request. We're excited to announce the release of our new feature, Rooms! Rooms provides a secure collaboration space where you can organize resources, share documents, and collaborate and negotiate with buyers and/or internal team members all in one place. For more information, please click the link below!
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[Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete
Ability multiselect fields with bulk actions
NOTE: This idea applies to FIELDS only. A separate idea has been created for blocks ([Bulk actions] Ability to select multiple BLOCKS to move, delete, copy/paste)298 votesGreat news! Multi-selecting fields to copy and paste or duplicate them is also now available. This means that your most requested usability enhancements for fields, including multi-select to move, assign or delete them are now all available.
Simply press Command (on Mac) or Shift (on Windows) on your keyboard while clicking on multiple fields to select them (Once you do, they'll become framed in blue). Then, you may move, copy-paste, assign or delete all selected fields in one go. For moving multiple fields, simply hold down Option (on Mac) or Ctrl (on Windows) to drag all selected fields together.
Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.
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Allow an option to authenticate recipient before showing document
Authenticate recipient before showing document content.
For documents with sensitive information, it's crucial to know that only the right people have access to it. PandaDoc will force the recipients of the document to verify their identity through PIN code, temporary SMS code, or authorization with Google/Microsoft account.29 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 “Recipient Verification via SMS” has been released. Please see this link for more information: Recipient SMS verification.
Have a wonderful day!
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Allow a PandaDoc user to see when an expired document is opened
For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)
5 votes -
Enable validation of field values
When document sender and recipients fill out the fields, they have to enter the information that matches a pattern you specify. For example, if a field is meant for an email, PandaDoc will check the user input to make sure the field appears as completed only when the input looks like a valid email.
24 votesText field validation feature is released: https://support.pandadoc.com/hc/en-us/articles/360061442194--Editor-2-0-Text-field-validation
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Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
36 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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Salesforce sync - refresh document data (tokens from contcts, product list, etc)
Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc
25 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher.. For more information, please click the link below!
