5371 results found
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4 votes
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Alternative Email Addresses for Contacts: Option to add several (2 or more) email addresses for 1 contact
add a contact group (one name) with 3 email address inside it.
example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support
25 votes -
Zapier: Ability to attach PDFs
Ability to attach PDFs via Zapier
7 votes -
Hide Grand Total Settings
Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.
7 votes -
8 votes
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Catalog product items usage reporting
It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.
(PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).
65 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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[Bulk send] email design
Bilk send: make the actual width of the message longer and save some design from CSV (Bold, Italic, etc).
7 votes -
5 votes
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Sequence number change
Possibility to change sequence number after the document has been sent.
5 votes -
Working TOC in PDF files: clickable table of contents in PDF
Working TOC in PDF files (after downloading).
32 votes -
Automatically put the value from one pricing table in another pricing table
Automatically put the value from one pricing table in another pricing table
22 votes -
Document background image
Option to set an image for document background
56 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles
Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.
22 votes -
Find and Replace All feature within a document / template
Find and Replace All feature in a document or a template
212 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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7 votes
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HBSC account direct payment
Make payments go to HSBC account directly instead of going through PayPal or Stripe.
2 votes -
2 votes
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5 votes
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Removing fields when a role is removed or unassigned / remove fields in bulk
When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.
16 votes -
[Bulk action] Change Status of Multiple Documents at Once
Be able to change the status of multiple documents at once.
45 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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