276 results found
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62 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Option to define the template which document was created from
Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).
61 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable
Salesforce Rich Text Fields format copying
I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!
60 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Archive documents
Archive documents
59 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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[Reporting] Activity reporting/log per user (Last login date in Settings->Billing->Users)
Activity reporting per user as to when the user logged in/logged out of the system
59 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 remove Document Reference (Document-Ref) and page numbering
Ability to disable footer contents (Document Reference and page numbering)
58 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]
option to send completed documents to a specific email address automatically
58 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Merge vertical cells in Pricing table
The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.
58 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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58 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Pricing table: separate design option for total sections (adjust design for totals individually)
The ability to change the font color, style, size of the pricing table numerical values and totals individually.
55 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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55 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 chat option
ability to disable chat option in a document
55 votesHi there. 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! -
55 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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delete a workspace or archive a workspace
delete a workspace or archive a workspace
54 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! -
Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).
Columns that the recipient will be able to edit (or put any info - not only QTY).
54 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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53 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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Customize signature certificate design
Option to add approval info to the signature certificate, for example, "Read and approved"
53 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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53 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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Forms notification: Ability to configure Form notification emails / Turn off or Customize Form submitted email
When an eform is filled out an email is sent to the initiator. I understand that this is so that the initiator can have access. It would be nice to turn off this if the eForm is so short that this is unlikely, OR the ability to customize the language in the email so that the purpose of the email can be explained. OR even if the standard language said, "This is a confirmation of the form "XX" submitted, to view your form click here." Currently, it looks as though there is an error with the form and adds to…
53 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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More connection between workspaces: Design options, themes, settings shared between workspaces
- themes and fonts available and shared across all workspaces
- swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
- shared settings for all the workspaces to better manage the account
52 votesAfter careful consideration and further analysis of this 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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