7159 results found

1. An email notification about a doc being updated (=edited and resent)
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2. Ability to pull information about products from salesforce to a document as variables/tokens
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   Not Planned  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi there,

   Thanks for sharing this idea. At the moment, this is not on our roadmap, mainly because the use case isn't fully clear to us yet.

   Currently, line items or products are pulled in and used as inputs for our quoting components — like the pricing table or quote builder. We're not planning any changes here for now.

   That said, if you have a specific scenario or workflow in mind, we’d really love to hear it! Feel free to reply here or drop me an email — happy to follow up and see if this is something we should explore further.

3. The ability to reassign conditional approvals
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4. improve generated PDF quality
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5. Distinguish recipient status in the doc list
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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. Report for documents with reminders

   is it possible to have a report which documents have an reminder option on please?

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7. Customized option to show

   To show only the information related to the section the recipient chooses.

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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8. Tagging of PDF's
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9. Pass formula fields from Freshsales with commas
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10. MS Dynamics: Stakeholder recipient support

    Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.

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11. ability to link a custom field in Salesforce to the grand total (document value)
    2 votes

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12. Ability to sign with approved certificate

    I have a question: If one of the signers needs to sign with his approved certificate, is it possible toload one for a signer in Pandadoc? a signer has a statury position, it means that he has a legal responsibilty. He has a certificate provided to him by an approved authorization company. So he needs to sign with this certificate and it need to be shown inside the document
    Is there a way to load a certificate per signer?

    2 votes

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13. A way of marking a completed document as amended
    2 votes

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14. PandaDoc add on for Gsuite
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15. Import fonts as a global settings which applies to new templates and documents
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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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16. Ability to backup account data manually
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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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17. Email attachments from upload fields to a sender
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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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18. [Hubspot] have a date and time stamp within the document itself
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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19. Remove Salesforce document drafts

    Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

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20. Add functionality/fields to User Profile
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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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