3784 results found
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Track Changes (inline commenting, tracks who made changes and past versions)
Track Changes (inline commenting, tracks who made changes and past versions)
27 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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27 votes
Hi PandaDoc customers! I'm happy to announce that ability to rename variables was released
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Pass currency formats from Salesforce
When you pass a price, it's format should be passed too
27 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! Currency variable formatting is now based on the recipient view locale. Custom money variables will pass to the document without a currency symbol and formatting. Please see more about Salesforce integration here: https://support.pandadoc.com/hc/en-us/articles/360044209194-Salesforce-Lightning-#h_01G634BTE67X6S5SY3CB6ZDK25
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Hyperlink image ev2
hyper link image ev2
27 votes -
27 votes
Hi,
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!
Payments -
26 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Quote, localized based on your profile language, will be inherited in exported pdfs.
It will be applied to newly added quote blocks only.
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Customize pricing table header
Be able to add an additional header to a pricing table similar to a section title. Right now, the top header is the columns for the products and it can't be adjusted.
26 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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Ability to pick/change colors of fillable fields (customization, branding, etc.)
This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).
26 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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Greater or Less than logic in smart content
The option to use > and < when defining Conditional Logic for Smart Content.
26 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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See changes made to a document/template in version history
Highlight the changes made to a document/template in the version history
26 votesValeryia Baranava responded
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Option to switch off "User joined workspace" notification for Admin users
Option to switch off "User joined workspace" notification for Admin users
26 votes -
merge workspaces within one account
merge workspaces within one account
https://pandadoc.zendesk.com/agent/tickets/38882326 votes -
Ability to save smart content/smart content rules (Сontent library for Smart content)
Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.
26 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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UK English language interface
UK English language interface
26 votes -
Edit Approval Workflow without editing doc
Customer would like to be able to change the approval workflow after sending without editing the document first.
26 votes -
pass line items formatting from hubspot
pass line items formatting from hubspot
26 votes -
26 votes
Hi,
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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Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]
I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.The use case includes: Transfer fields…
26 votes -
Email formatting
Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.
26 votes -
Repeat reminders every day (daily auto-reminders)
repeat reminders every day
26 votesHi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders as well as send reminders via text (SMS).
For more information, please visit our Help Center.
Should you have any feedback or suggestions, feel free to message me directly.
Igor, Product Team
