3784 results found
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74 votes
We wanted to share an update regarding this idea. 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.
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71 votes
The 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
71 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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70 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Split or staggered payment collection
(between two payment systems as well)
70 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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70 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
68 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! -
Use custom variables/fields in forms
Availability to use custom variables for the forms (at the moment only role variables can be used)
68 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 the Support Team.
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Send documents with unassigned fields: No need to assign fields
to be able to send the document even with unassigned fields.
68 votesWe wanted to share an update regarding this idea. 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.
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Automatically place signature/initial or any field on every page by dropping it once
Automatically place signature field on every page by dropping it once
68 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! -
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).
68 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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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
67 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.67 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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67 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 video below:
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Source PDF replacement
The option that will allow a user to replace the uploaded PDF with another PDF but leave all the text blocks and fields on the places where they are now.
67 votes -
Pass images from CRMs to documents using tokens/variables
ability to make images as dynamic field or as a variable
67 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Customisation on Table of Contents
There should be an option to add a customisation to the Table of Contents on EV2.
67 votes -
Payment required to complete the document
Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.
67 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Variable Calculations: Basic Mathematical Operations
Option to have basic math calculations (addition, subtraction, multiplication, division, calculating percentages) in variables
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.
