2995 results found
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hide sections mapped from Salesforce
An ability to hide the sections (not delete) mapped from Salesforce
4 votes -
Add Section wherever in the Pricing table
Add Sections to the middle of the pricing table when it's already been created.
4 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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4 votes
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Remove company logo image from email notifications
Delete images in notification emails sent from PandaDoc, such as the company logo image.
4 votes -
4 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Partially mask fields
Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.
4 votes -
4 votes
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images preview
click on the images and see them full screen
4 votes -
4 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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CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.
The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.
4 votes -
update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
4 votes -
map pricing table footer items to CRM fields
Make pricing table footer fields available for custom mapping
4 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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Automatic page creation
Automatic creation of blank page when the text leaves the borders of the previous page
4 votes -
4 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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4 votes
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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4 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the link below:
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Mass duplicate
Mass duplicate documents. Checkboxes dont work for this user
4 votes -
Quote Builder Section Selection to Dynamically Trigger Smart Content
Allow Smart Content blocks to be triggered dynamically based on Quote Builder section selection, so that when a recipient selects a package/section in Quote Builder, the corresponding service descriptions automatically populate in the document.
3 votes -
Sequential milestone signing from a single recipient within one document
To get multiple signatures from the same recipient but at different points in time.
The specific document we want to use is a "project tracker" where we need the customer to approve different project milestones.
After a milestone is approved, we can proceed to the next project phase.Currently, if we place all signature fields on the document initially, customers must complete every signature field for the document to be considered complete.
It would be helpful if we could assign a signing order per signature field or a specific date for each signature.
3 votes -
AI Content Detection & Automatic Approval Workflow
As AI-generated content becomes increasingly common in sales proposals, organisations need governance to ensure customer-facing documents are accurate, compliant and on-brand before they are sent.
We would like PandaDoc to automatically detect AI-generated text and images within a proposal and trigger a configurable approval workflow.
Business case
Many organisations encourage the use of AI to improve productivity, but AI-generated content can introduce risks including:Incorrect branding and logos
Inaccurate product or technical claims
Misleading AI-generated images or diagrams
Over-promising functionality
Legal, compliance and reputational riskRather than preventing AI use, PandaDoc should help organisations govern it.
Expected behaviour
When AI-generated…3 votes
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