6890 results found
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Change the subject line of the form
The customer requests to change the subject line on the form when the copy was sent to the submitter of the form. Customer would like the subject line to indicate as them (form creator) instead of the submitter who sent them the copy of the form
3 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! -
Hide/conceal information in variables from a recipient
Hide or conceal information in variables from a recipient. For example, there are two recipients in a document generated from a CRM. Information about both recipients, such as address and name, is populated into the document via variables. Each recipient should not see the other's information.
3 votes -
Set currency based on pricing table currency
set currency based on pricing table currency when pulling items from the Catalog
3 votes -
send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline
send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline
3 votes -
Permission: restrict users from downloading unfinished documents (those not completed) in DOCX format
Set permissions to restrict team members from downloading any unfinished documents (those not completed) in DOCX format
3 votes -
Ability to set default initials.
Ability to set default initials.
3 votes -
Allow Recipient Suggestions/Redlining in Pricing Tables
There is currently no redlining/suggestion feature available for Pricing Tables (only regular tables). Currently, recipients can only "Add a comment" to the pricing table.
Clients being able to directly make suggestions in the pricing table fields, the same way they can for text content, would greatly improve closing speed and recipient experience.
3 votes -
Ability to display catalog products' prices as % percentage.
Ability to display catalog products' prices as % percentage.
3 votes -
take or upload photo in Forms
a feature in forms to take a photo on mobile/tablet to upload to a form
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 follow the steps below:
- Add the Collect Files field to your form, then publish it.
- If your recipient is using a mobile device, they can take a photo and upload it to the Collect Files field.
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[Quote Builder] Allow decimal points in the quantity like a pricing table
We want to use the quote builder for a prepaid block of hours based on FTE requirements. This figure is often not in whole numbers. For example, we may need 2.25 FTE rather than 2 or 3 FTE. Could we please get the ability to use decimal points in the quantity in the quote builder? It's available in the pricing table as an option currently.
3 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested will soon be available in the system. If you'd like to get the early access, please reach out to support@pandadoc.com
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Ability to set up automatic documents deletion.
Ability to set up automatic documents deletion.
3 votes -
Expiring soon list of documents need to be more than two weeks
The customer would like the "Expiring Soon" tab to include documents that will expire within more than 2 weeks, not just 1 week.
3 votes -
Automations in shared templates
If the automation is added for the template in one workspace, the automation should apply in all workspaces in case this template is shared
3 votes -
Ability to use forms in Rooms
Ability to use forms in Rooms
3 votes -
Document addendum
Document addendum:
When sometime after issuing the contract, the client decides to make changes to the existing contract, have an option to create an Addendum directly linked to it.3 votes -
LimeSurvey
Integrate PandaDoc with LimeSurvey
3 votes -
3 votes
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Automation: Send a document based on the selected choice of a recipient from the first document
Would like the automation to send a document based on the choice that a recipient made on the first document
3 votes -
3 votes
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An option to import and select any font, and then alter which weight of that font you want.
An option to import and select any font, and then alter which weight of that font you want.
For example, I have imported a font called ‘Archivo’ from Google fonts, but I can only use and see a single weight. Whereas the font is available with the following weights;
- light
- Regular
- italic
- semi bold
- semi bold italic
- bold
- bold italic
- black
- black italicAs of now, PandaDoc only allows the use of one for every imported font.
3 votes
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