6930 results found

1. Hide Grand Total Settings

   Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.

   7 votes

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   Idea  ·  1 comment  ·  Other  ·  Delete…  ·  Admin →
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2. [Bulk send] email design

   Bilk send: make the actual width of the message longer and save some design from CSV (Bold, Italic, etc).

   7 votes

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   Idea  ·  1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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3. Pipedrive. Ability to pull deal duration to pricing tables
   7 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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4. Attach PDFs to Accounts in Salesforce When Creating From Opp

   When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

   7 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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5. Export Report of a Single Document

   Be able to export a particular documents usage: who has viewed, downloaded, completed.

   7 votes

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   Idea  ·  1 comment  ·  Other  ·  Delete…  ·  Admin →
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6. More text font size options (right now, only even numbers allowed)

   Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number

   7 votes

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   Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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7. Quote builder: pull products from CRM when quote builder is added via Smart content

   Option to populate products in Quote Builder within Smart Content upon document creation from CRMs

   6 votes

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   1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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8. Send reminder via text and email

   The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.

   6 votes

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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9. More Rooms notification options for other members

   Options for all members to receive the same notifications as the owner

   6 votes

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   0 comments  ·  Rooms  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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!

10. Smart Content based on Quote Builder
    6 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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11. Dashboard - be able to add Customisable Tiles to Dashboard

    • add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
    6 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. Create pricing table with images via API
    6 votes

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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13. Abilty for eforms to use gathered data and automatically use it on a document
    6 votes

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    1 comment  ·  Forms  ·  Delete…  ·  Admin →
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    Early Access  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,
    Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support team via your PandaDoc account. For more information, please click the link below!

    Smart Forms

14. Ability to change email background color

    Ability to change the background color of the email received by the recipient

    6 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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15. Bulk send already created draft documents

    Bulk send already created draft documents

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. Change document status to "In Process" after one of multiple recipients has signed.

    Change document status to "In Process" after one of multiple recipients has signed.

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Dynamically populate data in a pricing table
    6 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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18. Template Gallery in the EU Domain

    Access to the Template Gallery in the EU domain/server

    6 votes

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    2 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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19. Add hourly billing type to catalog products.

    Add hourly billing type to catalog products.

    6 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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20. Edit sent document via API

    Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Delete…  ·  Admin →
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