6462 results found
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2 votes
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Reminder customization: Customize the text in reminder message
Customize the text in reminder message
324 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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5 votes
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Schedule Sending documents
Ability to schedule when to send a document
224 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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8 votes
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0 votes
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Pricing Table calculations: Excel Formulas.
Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.
596 votesThis suggestion's status is currently unchanged from when the previous comment was posted. Please check back for updates.
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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,
Good news: we have already started working on this feature, and it's now ready for Early Access. Establish a secure and organized collaboration space for your deals — a central hub for organizing resources, sharing documents, and seamlessly collaborating and negotiating with your buyers. If you'd like to test it, reach out to our support team at support@pandadoc.com. You can also reach out to your Account Manager or Customer Success Manager if you have one.Here's where you can learn more about it - Rooms.
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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)291 votesMulti-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.
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 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)
4 votes -
Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
26 votes -
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 -
2 votes
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Send on Behalf of for Bulk send
Ability to change the sender email when sending via Bulk send.
8 votes -
Notifications for all users
Ability to elect to recieve all activity notifications for a document, even if you are not the sender or CC'd on the document.
52 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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resize textfield to make smaller in ev2
resize textfield to make smaller in ev2
3 votes -
Mass duplicate
Mass duplicate documents. Checkboxes dont work for this user
3 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
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