7034 results found
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Schedule Sending documents
Ability to schedule when to send a document
271 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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8 votes
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0 votes
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CPQ calculations: Excel Formulas.
Enable much higher flexibility in CPQ with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.
669 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
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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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
30 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.
9 votes -
Notifications for non-document participants (non senders)
Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.
88 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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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 -
2 way sync Zoho
2 way sync with Zoho CRM
43 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Set client's default email subject (automatic subject)
Set client's default email subject (instead of X has sent you the document).
99 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Review the content of sent documents in Salesforce
Review the content of sent documents in Salesforce directly.
1 vote -
1 vote
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Export details - Audit Trail
Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed
138 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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