3784 results found
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Format Painter option in PandaDoc
Make it easier to copy formatting of text, etc. within the document with a format painter button like in MS Office.
33 votes -
Ability to embed a website iframe module in documents/templates (also for booking a meeting) / Embed a map from MyMaps/Google maps
Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.
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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33 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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33 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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Disable Document Sent for CC'd Recipients
Ability to remove "Document Sent" email notification for cc'd recipients.
33 votes -
Master Theme change
Possibility to update all documents with the new theme without opening each template/item and choose the right theme.
33 votes -
Working TOC in PDF files: clickable table of contents in PDF
Working TOC in PDF files (after downloading).
33 votes -
Ability for the sender to only receive one email letting them know that the document has been completed + send a PDF email to the recipient
I have run several tests, disabling and enabling the "document has been completed by all recipients", the "attach a PDF to email," and the "Email attachment" feature, and there is no way for the sender to only receive one email, while still allowing the recipient to receive the completed PDF. Currently, the sender always receives two emails: "Signed copy..." and "...document has been completed by all participants." Looking for a way for the recipient to still receive the PDF, while also only sending the sender one email letting them know the document has been completed.
32 votes -
Smart Content based on Pricing table values
Smart Content feature for Pricing table
32 votesHi,
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!
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SMS Verification for API Created Docs
Be able to add SMS verification to docs created via API.
32 votesHi, 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!
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Smart content: more than one rule
Smart content: more than one rule, for example, "AND" conditional rule
32 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 the option to edit a completed document
Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
would like to have a toggle to remove the ability to edit a document.32 votesValeryia Baranava responded
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Transfer the ownership of the template
To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them
32 votes -
Conditional fields available for Forms
Conditional logic for the forms.
32 votesConditional Fields are now available in Forms: https://support.pandadoc.com/hc/en-us/articles/7639033670679
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[Bulk action] Select and edit / update several templates at once
Bulk edit templates
32 votes -
[HubSpot] Import from CRM: add new products to the pricing table after document creation
The ability to pull up the product information from Hubspot on the document via Import from CRM option.
32 votesHi,
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!
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32 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!
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OCR capabilities
OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs
32 votes -
Add variables to the Room
add variables to the Room
31 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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Allow Bulk Send to send multiple documents to the same email
I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address
31 votesThe status of this suggestion is currently unchanged. Please check back for updates.
