6788 results found
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Master settings: edit multiple Workspaces at once
Allow editing several WS at once.
5 votes -
[Approvals]: Make approvers user based [WORKAROUND PROVIDED]
- set approvers for groups of users within PandaDoc
- user-related not template related
67 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Automatic calculations in fields
Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).
Ability to add a custom variable or field to calculate pricing and totals without using a pricing table or quote.
168 votesThe status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.
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12 votes
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[Reporting] Activity reporting/log per user (Last login date in Settings->Billing->Users)
Activity reporting per user as to when the user logged in/logged out of the system
49 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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Video before the document displays
Option to get a video to automatically pop up when a client opens the agreement
4 votes -
Change the email body for notifications to CC'd recipients
So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.8 votes -
2 votes
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2 votes
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Skip cover page for page numbering
Page numbering in PDF starts from the first page, not with the cover page
17 votes -
Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates
limit which templates / template folders a user can access
170 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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Pass images from CRMs to documents using tokens/variables
ability to make images as dynamic field or as a variable
63 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- You can use Conditional Content to pass images as variables. Please see more here.
- Passing images is also available via Pricing table or Quote Builder. Check this link for more info.
If you need help with the set up, please feel free to reach out to our Support team for assistance!
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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[Pricing Table] display Subtotal without Line Item taxes/discounts
Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
(Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)127 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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6 votes
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2 votes
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[Comments] Include comments in the downloaded doc
download the finished document along with the comments
27 votes -
Company Stamp Function
Ability to add a "Stamp" to your signature/profile and be reused across documents.
26 votes -
[UX] Ability to expand edit window for token
Ability to expand edit window for token
1 vote -
2 votes
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Version history: Display version of edited document in downloaded PDF
User needs to see a document's version not only inside the Pandadoc but in downloaded PDF as well.
8 votes
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