2908 results found
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Place a page break block inside a table of contents (TOC): split into pages
Option to split Table of contents to another page
21 votesValeryia Baranava responded
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Option for the sender to resend the document to the recipient who did not recieve the document
Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.
21 votes -
have a PandaDoc documents status show in Monday.com
have a PandaDoc documents status show in Monday.com for a particular row based on an email address
21 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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21 votes
We 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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Link document multiple objects in CRM (Hubspot, Pipedrive, etc)
Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.
21 votes -
Select a template automatically salesforce
Choose the PandaDoc template automatically based on salesforce field value or salesforce product
21 votes -
Direct video uploading
Availability to add videos to Content Library as files and upload on the document not through the links but from the files (e.g mp4)
21 votes -
PipeDrive connection
The option to set up 1 PandaDoc user to several Pipedrive accounts.
21 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, 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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Make variables required (forbid sending the document if "required" variables are not filled in
Make it impossible to send a document if the required variables are not filled in
21 votes -
Allow other people besides The document owner to receive renewal notification emails
Allow other people besides The document owner to receive renewal notification emails
21 votes -
21 votes
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21 votes
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send emails from the Company name
Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name
21 votes -
ability to add items to dropdown field in bulk
ability to add items to dropdown field in bulk
21 votes -
More Robust Analytics Reporting
The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).
21 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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Copper link to deal
Option to link a document to a opportunity/deal in Copper
21 votes -
Stripe: send invoice after payment was made
Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually
20 votes -
Option to disable notification to recipients after document got completed
- Will allow the sender to disable notification once the document got completed
20 votes -
[Quote Builder]: Change Language for Column Titles, footer field names and billing frequencies
Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages
20 votes -
add tags to multiple documents
adding tags to multiple documents
20 votes
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