6540 results found
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[Integration] Content management system
Connect PandaDoc Content library with an external repository to pull content from a 3rd party provider.
2 votes -
Conditional Content Approval
Needs conditional routing, conditional approvals (More advanced than what we have)
When content within a document is edited to remove or edit clauses from the template send for approval to specific group.
15 votes -
Connect with Credit agency for document approvals
When documents are completed send data to credit agency for approval
1 vote -
Notifications for several workspaces
Notifications for several PandaDoc workspaces using MS Teams
1 vote -
1 vote
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Notifications settings from documents created from Forms to be separated from the notifications for the regular documents
Separate notifications settings for regular documents and documents created from forms
4 votes -
4 votes
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Selective Notification Options For Different Documents (Disable completed document notifications on specific documents)
Selective notification options for different documents... It would be great if there was a way to turn off notifications for just one type of document. For example, I would like to receive notifications for individual documents that I create, but not for every single form response that I get...
45 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Keep roles of Content Library Items when added to documents
Possibility of having document roles to keep role assignment when CL items are added
2 votes -
Reporting: Time a document is waiting to be approved when sent to approver
time to approve success metric
29 votes -
Collaborative Dashboard
A place where all workspace dashboards are available to view collaboratively
1 vote -
Multi-year contract - ability to reflect discount recovery per year
For customer success: would like the ability for a multi-year offer multiple years and on the following year, a discount recovery would reflect per year.
2 votes -
Formatting more uniform to word in design.
Sales team is not adopting to PD because the formatting is very different from Word.
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! -
attachment location
Would like a separate section for attachment instead of the audit trail. Billing does not know to look in the audit trail to find the signed agreement after it's been uploaded and changed manually to completed.
2 votes -
display multi-year contract and TCV in the same table: have a multi-year pricing table which has separate total columns for each year
Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)
2 votes -
Mobile preview: Ability to preview documents how they would look on mobile
It would be very convenient if there was a possibility to see how the document would look on mobile Public View.
Sometimes the web version can differ from the mobile one so in order to check it, currently, users need to send it to themselves. Perhaps, something like Chrome Dev Tool( where you can see how the page adjusts to the screen size) might work8 votes -
Approver can reject the document and then the previous recipients adjust the document to get approve again
the below shows an example
Recipient A: fill in the price
Recipient B: fill in the remark
Approver: reject the document due to the price, then recipient A can adjust the price and get approval again2 votes -
Fishbowl
Client would like to have the ability to integrate with fishbowl
2 votes -
Master license list for admin
It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.
2 votes -
"Save for later" option on Documents/Forms
It would be great to have a "save for later" option, especially when there are a number of steps that different team members need to complete - for example, a new starter checklist. Currently there is only the option to "finish"
3 votes
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