3784 results found

1. Add option to send a reminder on a document in "Waiting for payment" status.

   Add option to send a reminder on a document in "Waiting for payment" status.

   2 votes

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   0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   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!

   Payment reminders

2. Increase the number of characters for template title

   Increase the number of characters for template title

   3 votes

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   0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →

3. Sync CLI on a template

   Once the CLI is updated, update it automatically on a template too

   5 votes

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   1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →
   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   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 follow the links below!

   Smart content block. Conditional content

   Smart content block. Pre-selected content 

4. Next and Previous buttons for Comments

   Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.

   2 votes

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   0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →

5. View full drop down selection without having to increase field size length

   View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.

   3 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

6. Integrate with HubSpot payment cart

   Integrate payments using the HubSpot payment cart

   3 votes

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   1 comment  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →

7. Users' activity: determine the documents to which a Collaborator collaborates

   How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

   I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

   The only 2 "bad" options I've considered are as follows:
   delete the user and transfer the accesses to me, then I'll know what they were (I assume). A bit aggressive an approach I'm afraid, especially if accesses were still required.
   ask the users to go check the "shared with me" section and report to me the contents. A bit uncomfortable an approach I'm afraid, especially if the collaborator is a client.

   Similarly with standard licenses it would help to see the latest contributions of a given user to evaluate how active they are. And why not maybe sort users by their amount of activity, for licenses management purposes? I know the dashboard has a similar activity scoreboard but for "most closed documents" or something like that.

   Final thoughts: for each license / user it would be helpful to see the date they were added to the platform and by who they were invited (if they were invited).

   Note that my point of view is admin; I've read about what an account owner sees in the billing section and so far I think my comments remain relevant, but I may have missed something.

   How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

   I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

   The only 2 "bad" options I've considered are as follows:
   delete the user… more

   4 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →

8. Bulk update user emails

   The ability to Bulk update user emails in an account

   5 votes

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   1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →

9. White-labeling: Use workspace name as a sender

   Use workspace name as a sender when using white-labeling

   7 votes

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   2 comments  ·  Other  ·  Delete…  ·  Admin →

10. Pricing table: add a fee only to one line item

    Option to add a fee only to one line item and exclude all other items

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

11. Installments | Split payments on a document into more than 2 payments

    Split payment on a document into more than two installments (please specify how many).

    19 votes

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    2 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    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!

    Installments

12. Ability to add text blocks to any place on the "content" type page

    Ability to add text blocks to any place on the "content" type page.

    9 votes

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    2 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →

13. [Bulk Action] Download Notarizations

    The ability to download notarizations in bulk.

    1 vote

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    1 comment  ·  Other  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

    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!

14. Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API

    Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API.

    1 vote

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    0 comments  ·  API  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    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 quotes

15. [Quote Builder]: Support Quotes on DocX Download

    Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.

    35 votes

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    9 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    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!

    Download documents as .docx

16. Document generated by automation should be sent by original sender and not admin owner

    By default, the second triggered automated document sent should be sent by the original sender. At the moment the automated document that is sent when the first doc is completed is sent by the admin owner and not the original sender.

    10 votes

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    1 comment  ·  Automations  ·  Delete…  ·  Admin →

17. Sync Pipedrive contacts with PandaDoc

    sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level

    5 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →

18. Add Custom Fonts to Company Branding

    As an HR leader, I want all my HR documents to be branded according to our company’s branding guidelines. Every time I build a new template, though, I need to re-add our company’s custom font, making this task time-consuming and repetitive.

    Idea: when adding new custom fonts, save them permanently in the account and/or workspace font options as primary fonts. This will save PeopleOps time and reduce branding errors.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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 video below:

    How to save custom fonts

19. Enable and manage approval workflow on the document level

    enable and manage approval workflow on document level instead of having to set this on the template level.

    15 votes

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    2 comments  ·  Approvals  ·  Delete…  ·  Admin →

20. Automations: send a document when a new lead in generated in Pipedrive

    Option to send a PandaDoc document when a new lead in generated in Pipedrive

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →