5385 results found
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Automated Escalation Process: if the document is not approved in 24h, send the document to another approver
automated escalation process for the approval of documents
i.e. if the document is not approved in 24h, send the document to another approver
4 votesValeryia Baranava responded
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Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.
Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.
4 votes -
Option to set expiration for link shared with the recipient [Workaround in comments]
Option to set expiration for link shared with the recipient.
4 votes -
4 votes
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Change document status to viewed when client opens/checks the doc (not our team member)
In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document
4 votes -
4 votes
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Sync changes in variable names (Monday to PandaDoc)
Instead of re-copy and pasting the variable whenever you make some changes like renaming, it's better if they could be synced so no need to copy and paste again.
4 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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4 votes
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Trace uservoice requests - Would like to see all user requests for the company level (all users)
Trace uservoice requests - Would like to see all user requests for the company level (all users)
Over the past few months, Cammy's team as asked for updates on their requests but she is not sure which requests they've submitted. She would like a report to view all requests from her team to update them on feature releases.
4 votes -
Remove "powered by pandadoc"
Be able to remove the "Powered by PandaDoc" branding in recipient experience
4 votes -
4 votes
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Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.
Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.
4 votes -
Form-Secondary-Recipient's Email Notification
If the Form Primary Recipient's email already exists under the workspace contact list, the name of the Form Owner is used to send an email to the Secondary recipient inviting them to sign the document. Instead, the system should always use the name of the Primary Recipient.
4 votes -
4 votes
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Allow specifying sender email address with Whitelabeling
The ability to show the sender's specific email address when Whitelabeling is enabled instead of just the organization's custom domain.
4 votes -
add multiple pricing tables in once document created via Salesforce
add multiple pricing tables in once document created via Salesforce
4 votesThank you for your idea! I've analyzed your request about adding multiple pricing tables in documents created via Salesforce.
It appears this functionality is already available through our Merge Rules feature. You can define which items should appear under pricing tables and quote builder sections using this functionality.
For detailed instructions on how to configure this, please check our support article: https://support.pandadoc.com/en/articles/9714724-salesforce-map-quote-builder-columns-with-fields
If you're looking for something different than what Merge Rules offers, or if you have a specific use case that isn't covered by the current functionality, please leave a more detailed comment explaining your needs.
Alternatively, I'd be happy to schedule a short meeting to better understand your requirements.
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Option to convert /transfer info of normal table to the pricing table
Option to convert /transfer info of normal table to the pricing table.
-Will allow to convert or tranfer the data from a table to the pricing table
4 votes -
4 votes
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Have document separated in pages by default
Option to create documents in page layout view instead of one long doc: Pandadoc seems to favour creating one long doc, like a webpage - I know you can add page breaks but it would be good to just have the option to work in a page layout view, like you would in google docs or something - the 'add page break' feature is a bit annoying, if I only intend to create a proposal or contract as a PDF, why not let me design it as such with pre-payout out pages.
Thanks
4 votes -
Hide unchecked line items within the pricing table if they're not selected. Show only selected ones by Recipient
Option to reveal selected items on the pricing table
4 votes
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