5369 results found
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11 votes
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3 votes
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Move Checkbox
Ability to adjust were the optional checkbox falls in a pricing table
2 votes -
15 votes
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A Paid badge in PDFs of paid documents
A PDF of a paid document should include the PAID badge, the same as the web view version
6 votes -
4 votes
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Auto-reminders: customize the text in reminder message
Customize the text in the auto-reminder message
338 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Schedule Sending documents
Ability to schedule when to send a document
291 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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8 votes
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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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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 -
Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
34 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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Automatic role transfer
The possibility to transfer the role with the content (if we add pages from template to CL for example).
3 votes -
[Master settings] Autoreminders enablement
The option to implement auto-reminders to all the templates and documents created before the option is enabled.
6 votes -
Send on Behalf of for Bulk send
Ability to change the sender email when sending via Bulk send.
11 votes -
Notifications for non-document participants (non senders)
Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.
92 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Mass duplicate
Mass duplicate documents. Checkboxes dont work for this user
4 votes -
Unchecked boxes disappear once sent to client
Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.
2 votes -
[Bulk action] Select and edit several documents at once
Select and edit several documents at once.
8 votes -
2 way sync Zoho
2 way sync with Zoho CRM
48 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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