7109 results found

1. 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  ·  Quote to Cash  ·  Delete…  ·  Admin →
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2. Change the default reply-to email address
   25 votes

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   Idea  ·  3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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3. 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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4. 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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5. Reset branding
   2 votes

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

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

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   Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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8. Conditional Logic in creating documents in Salesforce
   11 votes

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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9. 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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10. Move Checkbox

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

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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11. PandaDoc supports SVG images
    15 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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12. 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

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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13. Adding different prices for one item in catalog
    4 votes

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

    Customize the text in reminder message

    364 votes

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    36 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    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!

15. Add value on textfields using CRM variables
    5 votes

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

    Ability to schedule when to send a document

    274 votes

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    28 comments  ·  Automations  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    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!

17. Improve Renewal Notifications
    8 votes

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    Idea  ·  4 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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18. Growth: Pause subscription
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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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19. 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.

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    670 votes

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    67 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    • Workflows: Configure quote rules
    • Formulas
    • Rules

    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.

20. 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)

    5 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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