7236 results found

1. Different attached files for each recipient in Bulk send
   1 vote

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   Idea  ·  0 comments  ·  Esign & Notary  ·  Delete…  ·  Admin →
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2. 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

   143 votes

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   18 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

3. Combine/Merge Templates & Documents

   There should be a feature that allow you to combine templates and documents

   98 votes

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   6 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

4. PayFlow Pro gateway support by the PayPal integration
   2 votes

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   Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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5. Accept logo without modifications

   Put the horizontally placed logo where height and length are quite different (l: 8000 px w: 1000 px) without any modifications.

   2 votes

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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6. Variables contain formulas: Excel formulas

   Option to put formulas into variables similar to Excel

   94 votes

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   3 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

7. Filter documents by products added from catalog
   3 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. Text color and text font transfer from Catalog to Pricing table.

   Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.

   8 votes

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   Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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9. CSS available in Editor 2.0
   62 votes

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   4 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

10. Export recipients' data of the docs in a specific status
    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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11. Automatically mark PD domain as safe sender
    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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12. Custom font weight
    10 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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13. OCR capabilities

    OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    32 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. Hubspot - documents created from an object show up under other objects associated with this object
    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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15. More options to add videos

    More options/ways to add videos. Embedding options

    15 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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16. Calculated Variables in Pricing tables

    Ability to add variables in columns that are not just plain text so that they can be multiplied.

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    86 votes

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    9 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

17. Import data from Dell quote
    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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18. [Integration] MoneyBird via Zapier: Import products from Pricing Table to Invoice

    Add products from pricing table to MoneyBird invoice via Zapier.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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19. Transfer documents from Hubspot to Salesforce

    Automatic document transfer from Hubspot to Salesforce.

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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20. Pull product data from Freshsales to pricing tables
    26 votes

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