5389 results found
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Ability to remove Document Reference (Document-Ref) and page numbering
Ability to disable footer contents (Document Reference and page numbering)
62 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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1 vote
Valeryia Baranava responded
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7 votes
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Heat Mapping
I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.
3 votes -
Personal notifications on the template/form level
manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level
3 votes -
A way to remove the optional field indicator
A way to remove the optional indicator signers see when they hover their cursor over an optional field.
5 votes -
purchase order tracker
It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order
2 votes -
Mark documents as read/App
Mark documents as read in the app to stop getting irrelevant notifications
8 votes -
Make document value optional (for HR and not-commercial documents)
Option to disable the document value for documents that have no commercial value.
For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.6 votes -
Master template settings (to control template details like option to bulk update currency)
Master template settings (to control template details)
6 votes -
Pin Frequently Used Templates
As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.
3 votes -
Saved Message Folder
I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.
4 votes -
default page size on the workspace level
Default page size for all new documents/templates to be set on a workspace level
5 votes -
1 vote
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Advanced search options/ Search within the Folder
Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.
37 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 the updates to custom object in Salesforce for notes
Push the updates to custom object in Salesforce for notes
3 votes -
Rule allowing to assign specific contacts from Hubspot to Pandadoc documents
The ability to assign only specific contacts associated with Hubspot deal
the rest contacts that do not match the rule will not be added to the document10 votes -
An option to generate a doc in HubSpot from a deal, and not from contact or organization
an option to generate a doc in HubSpot from a deal, and not from contact or organization, they want that to restrict creating docs from contact/organization.
2 votes -
3 votes
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"Image" Block - Include PDF as a supported file.
In our contract, we include the PandaDoc signed cost proposal as "Attachment B" to our contact, which is visible to clients without clicking on an attachment. The PDF file format option was available to us using the classic editor. However, in 2.0 the image block only supports the following 3 files: JPG, PNG, WebP. Since PandaDoc does not export completed documents in these supported file formats, it makes it incredibly challenging to include the cost proposal as a visual document in our contract.
4 votes
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