7539 results found

1. [Bulk action] Select and edit several documents at once

   Select and edit several documents at once.

   8 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. 2 way sync Zoho

   2 way sync with Zoho CRM

   47 votes

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   6 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   We 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.

3. Set client's default email subject (automatic subject)

   Set client's default email subject (instead of X has sent you the document).

   102 votes

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   11 comments  ·  Recipient Experience  ·  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.

4. Review the content of sent documents in Salesforce

   Review the content of sent documents in Salesforce directly.

   1 vote

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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5. 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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6. Combine/Merge Templates & Documents

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

   99 votes

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   6 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  Valeryia Baranava responded

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

7. 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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8. 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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9. Variables contain formulas: Excel formulas

   Option to put formulas into variables similar to Excel

   95 votes

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   4 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.

10. 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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11. 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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12. 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  ·  Valeryia Baranava responded

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

13. 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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14. Automatically mark PD domain as safe sender
    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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15. Custom font weight
    11 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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16. 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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17. 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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18. 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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19. 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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    90 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.

20. Import data from Dell quote
    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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