7337 results found
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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 -
4 votes
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Reminder customization: Customize the text in reminder message
Customize the text in reminder message
373 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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5 votes
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Schedule Sending documents
Ability to schedule when to send a document
279 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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8 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.
673 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)
5 votes -
Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
33 votesHi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.
Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.
Please feel free to schedule a time with me here:
https://calendar.app.google/pHa6Xud82oexdoyv6
Looking forward to our conversation!
Thanks, Alex
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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.
89 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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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
4 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
45 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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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).
102 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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