2928 results found
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Ability to set a custom font by default at the account level
It would be helpful to be able to set a default Google Fonts custom font to avoid the need to update the font on each document.
6 votesHi there! Thank you for your feature request!
The option is available with Themes functionality: https://support.pandadoc.com/hc/en-us/articles/4409253054103-Setting-up-your-themes
Have a wonderful day!
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Restrict document owner from resolving suggestions
Restrict document owner from resolving suggestions but leave this option only for document approver(s)
5 votesLindsey Schocke responded
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Calendly
ability to integrate Calendly
11 votes -
fillable fields for internal use only
fillable fields for internal use only - hide fields from customers or recipients
10 votes -
Checklist for Completed Items
Checklist for completed items on a form or document that can be followed by the document owner.
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 link below:
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ChargeBee
Integration with ChargeBee
17 votes -
Reminders set in hours
Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.
11 votes -
3 votes
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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2 votes
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Attach a File on the Send via Email Window to the Email Notification
Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.
4 votes -
11 votes
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decline a document for a customer
From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
Why is it only the client can decline?3 votesHi Chris! Apologies for the confusion, for the Sender this function is under the status change menu. Will this work well for you?
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'decline services' zero out the total in the whole price table
able to have a line item in a price table section such as 'decline services' zero out the total in the whole price table.
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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View Customized Document Values in Reports
Be able to use the customize button for the Document Values within Reports
3 votes -
Ability to set a limit for the number of files being uploaded via the document creation.
Ability to set a limit for the number of files being uploaded via the document creation.
6 votes -
2 votes
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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4 votes
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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[Quote Builder]: profit and margin
Option to use Profit and Margin app with Quote builder
51 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Ability to have a real time signature
to create a template that can be signed in real time and not sent via email to someone.
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:
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GoHighLevel CRM
GoHighLevel CRM
17 votes
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