2993 results found
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AI Contract Review Capabilities
- Identify Key Clauses and Terms
- Assess Compliance
- Analyze Risks
- Suggest Edits and Improvements
4 votes -
Do not allow to open documents from the Slack notification
Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification
2 votes -
Choose which workspaces send notifications to Slack
Select which of the workspaces send notifications to Slack
2 votes -
2 votes
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Export csv for one document created from form
To download the CSV file for one form response, not for all responses from one form
2 votes -
Show Workspace Names for Users under All Users
Rather than displaying how many workspaces a user is party to under Settings > All users, please show the name of the workspace so it is easy to locate their files.
1 vote -
All users tab: show user roles
Please show the user roles assigned in the user list.
1 vote -
Conditional smart content based on pricing table values: if multiple conditions are met, add all CLIs
If Product A is added to the pricing table, add CLI "A", If Product B is added to the pricing table, add CLI "B". However, if you add products "A" and "B" to the pricing table, only one of the content library items will be pulled.
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Show indicators of headers/footers when text blocks overlap
Would like there to be an indicator similar to estimated PDF notification when a text block overlaps the header/footer.
3 votes -
Enable ways of organizing the tasks inside the Room by date so it appears to the client in the correct order.
It would be great if we could organize the tasks we have in the Room by date, or any other way we'd like, by just sorting it, like we do in the rest of the app. Right now we have to drag them to place in the order we need, which can work for some, so it shouldn't be blocked, but doing it automatically would save a lot of time.
1 voteHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Allow mapping to different HubSpot fields in pricing table
Allow mapping to different HubSpot fields in pricing table:
This is a major pain point for us. We can only use deal line items to populate Contracts and have to manually populate Sales Proposals because we can't use the same line item description for both documents. The description in the pricing table of contracts needs to meet legal requirements, whereas the description in the sales proposal needs to be easy to understand and not full of legal jargon.
We have a double work load with every sale due to this restriction.2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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More user attributes in SSO
More user attributes in SSO
PandaDoc gets 2 information from IDP is FirstName and LastName, is it possible that PandaDoc get more information from IDP such as Job Title, Department, Phone number
2 votes -
Quote builder totals variable
When you create a quote in Quote builder - you have sections you can create.
Imagine where you have
Section A - with a total of $100
Section B - with a total of $200
Section C - with a total of $300once you build your quote and then go into the doc
it would be great to access those values via variables
for example
[Section A.Total]Right now I can only get
[Quote 1.Total]This would help build out pricing tables and summaries in the document that reference the quote.
6 votes -
Reporting: Column to show "total time spent"
Show how long recipients spent on the entire document even if it was not completed.
4 votes -
Automation for Salesforce for creating document
Customer would like to have a SalesForce automation to create document based on the conditions of the Opportunity
4 votes -
Make the description of bundled items visible in the quote
Currently, when you create a quote, only the description of the main item is visible, while the descriptions of bundled items are hidden. It would be great to have an option to make the description of each bundled item visible as well.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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[Quote Builder] Ability to view hidden columns after the document is sent
Have the ability to view hidden columns of the Quote Builder after the document is sent.
27 votes -
Smart Forms: Receive a Notification once the Smart Form is filled out
It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.
9 votes -
Support Klarna as a Payment Method via Stripe
Ability to use Klarna as a payment method via Stripe-connected accounts.
4 votes -
Modify Email Body
Allowing the option to edit the email subject and body when adding CC recipients to a document sent via a link.
2 votes
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