2928 results found
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Generate Report based on Field/Variable Info
The ability to create a custom Report using Fillable Field and/or Variable information.
13 votes -
Recipient group in bulk send
Option to use recipient groups when sending documents via bulk send
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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Catalog Changes Audit Trail
I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.
3 votes -
Automation: Variables in Document Title
Ability for Variables in Document Title will be supported in automations
9 votes -
Presentation mode while being able to edit from the background
Improve the presentation mode to go beyond a PowerPoint-style display. Enable the customer to view a document in presentation mode while allowing for edits to be made in the background.
4 votes -
Importing your Google contacts (postal address)
Ability to include postal address
6 votes -
Pro-rate line items
The ability to have a table function that serves to show a pro-rated amount within a pricing table.
5 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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Ability to set a primary owner of a workspace different than the Account Owner
Ability to set a primary owner of a workspace different than the Account Owner
11 votes -
Fillquick
Integrate with Fillquick
3 votes -
Ability to change PandaDoc icon in email (not workspace logo/profile image).
Ability to change PandaDoc icon in email (not workspace logo/profile image).
12 votes -
Option to create expandable text blocks / Option to expand and collapse text blocks
Option to make a text block expandable if the content is too large.
5 votes -
Ability to download JPEG images from Collect files field
We'd like to be able to download the JPEG images from the collect files field.
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, check the link below:
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Keep the date field formatting when passing HubSpot line item that has a billing start date field.
Keep the date field formatting when passing HubSpot line item that has a billing start date field.
(now it's YYYY-MM-DD by default and there's no way to change it).
8 votes -
HubSpot 2-way sync: ability to pull back info from variables to HubSpot
Ability to pass variables values back to HubSpot if any values have been manually adjusted or added after the document creation.
8 votes -
7 votes
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Template on PD mobile app
Customer would like the template to be accessible in the PandaDoc mobile app in their iPad
5 votes -
Ability to name each quote in a document and rename variables for each quote
Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc
2 votes -
1 vote
Hi. 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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Option for Total Cost in the pricing table
- option for the user in adding Total cost in the pricing table
3 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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Showing changes in documents requiring approval
Highlight changes for approvers - this will be a quality of life update for most customers. They would be able to quickly see what has been changed on a document in order to move through an approval workflow that much faster.
4 votes
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