2912 results found
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Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.
Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.
9 votesValeryia Baranava responded
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Group Pricing Tables based on Product Names
I'd like to press one button to group pricing tables by "Product" or by columns/fields.
For example, I have a template with multiple pricing tables, I'd like to group tables by the "Product" name then sort by the "Name" field. Alternatively, I'd like to sort pricing tables to ensure everything with the same name is grouped together.
9 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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copy and paste the tables and pricing tables from PandaDoc to a word/excel files
copy and paste the tables and pricing tables from PandaDoc to a word/excel files without downloading the PandaDoc document as a word file.
9 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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Signing order for CC recipients: CC person view first then only the signer recipients need to sign
Signing order for both for CC recipients and signers
9 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 see and kick-out any devices logged-in to the PandaDoc account.
Ability to see and kick-out any devices logged-in to the PandaDoc account.
9 votes -
Add Shared with me folder for Templates to mobile app
Add the Templates > 'Shared with me' folder to the mobile app. As many of the master templates for an enterprise are shared from another folder, it makes sense to be able to access these from the app.
9 votes -
Send out different documents to different signers via Bulk Send
send different documents for different signers in bulk
9 votes -
Ability to set a default CC'd recipient email for all documents
Ability to set a default CC'd recipient email for all documents
9 votes -
Automatic document forwarding to another PandaDoc user when initial user is on vacation
Ability to automatically forward documents sent to you to any of your PandaDoc account users.
9 votes -
bundling approval workflow
Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--
9 votes -
Have fields automatically format based on the selected validation
For example, when using the "phone number" validation for text fields, the field should automatically format the text to ()-()-(xxxx) rather than expecting the signer to do this. Currently, unless the signer inputs their phone number in this exact format, the text will not be accepted by the validation.
9 votes -
Created by in salesforce should be the document creator
when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration
9 votes -
word wrap options once added in the radio button field
word wrap options once added in the radio button field
9 votes -
change custom variable format
change custom variable format
9 votes -
Option to hide the pricing table on specific recipient
Option to hide the pricing table on specific recipient.
- Will allow the sender/user to hide the pricing table to a specific recipient.
9 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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Option to hide product catalog item
hide the products in our catalog to avoid the incorrect items be selected, but would still like to have access to them if we need them for the future
9 votes -
Allow one zap to work with multiple templates
I want to set up a zap based on a trigger which include multiple templates
so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones
9 votes -
Optional Template Roles
Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.
9 votes -
Option on Mobile App to add Blocks
Option on Mobile App to add Blocks
9 votes -
freshsales
It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)
9 votes
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