3784 results found
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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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Send more than 10 documents in a bundle
Ability to bundle more than 10 documents in a bundle
66 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario 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 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!
67 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms
Forms feature in CRMs
66 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! -
Catalog product items usage reporting
It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.
(PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).
66 votesHi,Â
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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Payment Receipt from PandaDoc
Customer would like to have an option to automatically send payment receipt from PandaDoc to their recipients after paying the document.
Examples of generating receipts would include using our payment gateways such as Stripe, Square, Authorize.Net, PayPal, and QuickBooks Payments.
66 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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66 votes
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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.
63 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Presentation mode
Presentation mode.
Sales reps create proposals in Pandadoc and present them via zoom so it would be preferred to have the ability to display pages in a slideshow mode as opposed to scrolling page by page.63 votes -
Customize manual reminder text
Option to customize follow-up (manual) reminder text
62 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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Ability to remove Document Reference (Document-Ref) and page numbering
Ability to disable footer contents (Document Reference and page numbering)
62 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Built-in Document Translator: Option to convert the document content to another language
built-in translator within PandaDoc
62 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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General settings for workflow approval: Update approval workflow setup for multiple templates in bulk
Have the same approval workflow setup for multiple templates
62 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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Fields sync back to Salesforce
The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.
62 votesHi,
We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
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62 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Ability to pull contact tokens from Hubspot deal
Contact tokens are not available when creating the document from a HubSpot deal.
62 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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[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
61 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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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
60 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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59 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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Selective Notification Options For Different Documents (Disable completed document notifications on specific documents)
Selective notification options for different documents... It would be great if there was a way to turn off notifications for just one type of document. For example, I would like to receive notifications for individual documents that I create, but not for every single form response that I get...
59 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.
