6688 results found

1. link document to a Deal after it has been created from an organization object (Pipedrive)
   1 vote

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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2. Ability to send password-protected documents in bulk
   4 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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3. Reset branding
   2 votes

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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4. customize triggers for Zapier setup
   4 votes

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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5. Bulk sending of multiple documents via link sharing
   13 votes

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   Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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6. Conditional Logic in creating documents in Salesforce
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7. Display the doc Sender's name as Sender in all PandaDoc notifications (i.e. Document Completed by all participants)
   2 votes

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   Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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8. Move Checkbox

   Ability to adjust were the optional checkbox falls in a pricing table

   2 votes

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   Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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9. PandaDoc supports SVG images
   14 votes

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   Idea  ·  3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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10. 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

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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11. Adding different prices for one item in catalog
    2 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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12. Reminder customization: Customize the text in reminder message

    Customize the text in reminder message

    336 votes

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    32 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

13. Add value on textfields using CRM variables
    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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14. Schedule Sending documents

    Ability to schedule when to send a document

    228 votes

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    20 comments  ·  Automations  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

15. Improve Renewal Notifications
    8 votes

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    Idea  ·  4 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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16. Growth: Pause subscription
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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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17. 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.

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    638 votes

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    60 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas

18. [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)

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    294 votes

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    19 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Early access  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Multi-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.

19. 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

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. Salesforce, link PandaDocs to a custom Salesforce object

    Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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