6818 results found
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Save and Doesn't save buttons for templates and documents
Save and Doesn't save buttons for templates and documents.
25 votes -
Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM
Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce
16 votes -
[Content design] change orientation for uploaded template
change orientation for uploaded template
12 votes -
2 votes
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Document Forwarding Checkbox
When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.
Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.
4 votes -
2 votes
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Add indicator for expiring soon documents
I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document
Request was added for Mobile app, but could be a common request.
4 votes -
[Mobile app: documents] add filter/sort documents by status, etc.
We have no option to filter the list of documents by status, by upcoming renewals or documents which expired soon. Suggestion to add this functionality
2 votes -
[Pricing table] Possibility to change subtotal/total manually.
Possibility to change subtotal/total manually.
36 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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Ability to search from Dashboard
Search documents from the dashboard
28 votes -
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
68 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.
171 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
51 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
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