3784 results found
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[Bulk Send] Send via SMS
We would like to be able to use Bulk Send with the Send via SMS feature.
25 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Document bundling: option to mass update documents/templates
Option to update or edit a template/document and dynamically mass update bundled templates/documents
6 votes -
[Quote Builder] Transfer data functionality
Being able to use Quote Builder with Transfer Data functionality.
16 votes -
Ability to manually change the date of document creation/completion
Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.
2 votes -
[Bulk action] Ability to select multiple BLOCKS to move, delete, copy/paste
Add the ability to select multiple content blocks to move, delete, copy/paste them in one go
28 votes -
Line item discount: one to the price, the second one for the subtotal
Add two discounts to the pricing table, one to the price, the second one for the subtotal for each product
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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Remove/turn off the "most recently used" templates option in Pipedrive
remove/turn off the "most recently used" templates option in Pipedrive
3 votes -
Table: distribute columns evenly
To have the possibility to select two or more columns in a table and distribute to make them the same size.
2 votes -
Setup recipient quantity editing feature on the template level
We send about 200 quotes out a month and REALLY want the recipient to be able to adjust quantities. Right now we manually have to set this on every one of these quotes. If I could set that as a feature in the template it would make our life much easier!
1 voteHi,
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 link below:
Quote builder block. Enabling recipient options
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Mobile app - user filter in Dashboard
Mobile app - user filter in Dashboard
4 votes -
Rooms - add documents from all workspaces or ability to switch workspaces within a room to import a document to the active workspace
Rooms - add documents from all workspaces or ability to switch workspaces within a room to import a document from another workspace into the active workspace
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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Rooms - Multi-select documents for one task
It would benefit to multi select several documents at the same time for a specific task.
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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pass information from PandaDoc to HubSpot
Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Update Deal properties in HubSpot when PandaDoc document status changed
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1 vote
Hi,
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 link below:
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Shrink the height of fields (text fields)
Shrink the height of fields (text fields). You can shrink the height of signature fields, but the text fields stop at a certain point.
3 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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Ability to upload more than 10 files to Attachments
Ability to upload more than 10 files to Attachments
2 votes -
Automatically apply sender signature upon sending
Automatically apply sender signature upon sending
11 votes -
Map Number Sequence in Document Title
Map the sequence number in document title
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Files attached to a document to pull over into the new version of the document upon being duplicated
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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Allow user role changes for more than one member at a time
Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.
4 votes
