6788 results found
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Unmasked fields in PDF: the finalized PDF version of a doc to show the masked fields unmasked
Save PDF with the unmasked fields.
36 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! -
[Bulk action] Ability to customize/disable expiration date for several documents at the same time
Ability to add a specific expiration date for several documents at the same time
36 votes -
[Pricing table] Possibility to change subtotal/total manually.
Possibility to change subtotal/total manually.
36 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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Export User List in CSV: download users of the PandaDoc account in one file
Ability to export all the users under the account/workspaces
36 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Ability to choose a specific payment date for the recurring charge
Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.
35 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Generate signature certificate even if the document is not completed by all recipients
Generate signature certificate even if the document is not completed by all recipients
35 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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Disable inline commenting (add a comment button) option
Disable add a comment button in documents
35 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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Restrict the ability to invite guest licenses (collaborators) to the admin role only.
Restrict the ability to invite guest licenses (collaborators) to the admin role only.
34 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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Advanced search options/ Search within the Folder
Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.
34 votes -
Add AND conditional approval statements
Conditional approvals could benefit from the addition of the AND statement.
34 votesHi,
Good news! We have been working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team.
Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.
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Customize/select/personalize email messages for multiple recipient/signers
Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.
34 votes -
Reporting: Time a document is waiting to be approved when sent to approver
time to approve success metric
34 votes -
Branding for Forms
Be able to customize branding for forms (for example change color of button "review document" )
34 votes -
Folders password protection
Add password protection to specific folders inside PandaDoc
34 votes -
34 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! -
Categorize / Group PandaDoc contacts
Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.
33 votes -
Sort Forms into different folders
Folder organization for Forms.
33 votes -
Transfer / swap user licenses from one user to another
Ability to transfer existing licenses from one user to another without having to remove/re-add the user
33 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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Sync products from HubSpot Products and Quotes with PandaDoc catalog
Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog
33 votes -
[Reporting] Reporting based on document tags
Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.
33 votes
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