7262 results found
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Ability to Zoom-in and Zoom-out on document with the help of built-in feature
When signing a document the entire page zoom's and top and bottom action bars are lost. Exception would be to zoom only the document so the call to action bars are kept.
74 votesWe wanted to share an update regarding zooming in or out of the document. 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. -
Ability to Edit During the Document Approval Workflow Process
I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
Current Steps:
1. Receive doc for review
2. Review - while reviewing you see a necessary change
3. You must click "Edit Document" and make your desired edits
4. I then have to resubmit for review
5. Review
6. ApproveAs a reviewer role, I should be able to edit the document within my review and approve all at once which would…
73 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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Watermarking
Adding a watermark on the pages
73 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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73 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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73 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Upload CSV/Excel/XLSX as editable content in PandaDoc
upload csv/excel as an editable content
72 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Permissions for folders: hide some folders from users / restrict account users from seeing specific folders
Would like to set permissions (create inside, move, delete) for individual folders (including root folder).
72 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Set optional items as required in pricing table (Assign a pricing table to recipient)
Make the optional items in pricing table required for the customer to choose.
71 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Bulk sign: Ability to sign multiple documents at once in the inbox.
Sign several documents at once.
69 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Automatically download the attachments when opening the files added to collect files field
Automatically download the attachments when opening the files added to collect files field
69 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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[Approvals]: Make approvers user based [WORKAROUND PROVIDED]
- set approvers for groups of users within PandaDoc
- user-related not template related
69 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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68 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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69 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Use custom variables/fields in forms
Availability to use custom variables for the forms (at the moment only role variables can be used)
67 votesHi,
Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to john.koenig@pandadoc.com. -
Send documents with unassigned fields: No need to assign fields
to be able to send the document even with unassigned fields.
67 votesWe appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!
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Advanced formatting for the fillable text field: text formatting in fields
Format the fillable text field with bullet points, numbering, bold/italic/underline text. Basically the same options available for a text block so recipients can list bullet points, bold, etc.
66 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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2 way sync with Monday
2 way sync with Monday
66 votesHi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I'm reaching out to confirm that we are currently developing the functionality you've requested.
I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.
During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.
I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!
Please feel free to schedule a time with me using my calendar at your convenience.
https://calendar.app.google/pHa6Xud82oexdoyv6
Thank you for your engagement and looking forward to our discussion.
Best regards, Alex
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Document Completion Screen Customization (Automatically send a thank you message when the document is completed)
Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message
66 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Conditional discount (amount)
Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
from £20,001 up = 15% discount.66 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Pass images from CRMs to documents using tokens/variables
ability to make images as dynamic field or as a variable
66 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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