6813 results found

1. Conditional Logic set up in Pricing tables

   Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

   225 votes

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   13 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

2. Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field

   Pop-ups when client is hovering over some parts of the document.

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   39 votes

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   16 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,
   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:

   Solution

3. Email Signature Block

   Email signature block.

   10 votes

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   Idea  ·  2 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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4. Dark mode for UI
   21 votes

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   Idea  ·  3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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5. Avoid the verification process with micro deposit for ACH transactions

   The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.

   12 votes

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   Idea  ·  5 comments  ·  Payments  ·  Delete…  ·  Admin →
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6. Change the default reply-to email address
   24 votes

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   Idea  ·  3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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7. 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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8. 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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9. Reset branding
   2 votes

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

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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11. 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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12. Conditional Logic in creating documents in Salesforce
    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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13. 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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14. 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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15. PandaDoc supports SVG images
    15 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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16. 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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17. Adding different prices for one item in catalog
    4 votes

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

    Customize the text in reminder message

    354 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.

19. Add value on textfields using CRM variables
    5 votes

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

    Ability to schedule when to send a document

    252 votes

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    25 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.