5557 results found
-
Automatic calculations in fields
Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).
103 votesHello,Â
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!
-
CFR-11
CFR
101 votesHi,
This is a great suggestion and we have had other customers asking about this feature as well. We are looking into the possibility of developing it, but 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.ÂThank you!
-
Add up multiple pricing tables to create a summary table
The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.
100 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! -
Export Field Data into CSV or Excel file
Allow for information put into fields to be exported as a CSV or Excel file.
99 votesHi,
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! -
Set Variable formatting passed from CRM (commas in variables)
Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.
97 votesHi,
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 it is on the roadmap and we will begin working on it soon. We will be communicating updates through our product newsletter, via an alert inside PandaDoc, and here on our idea portal. Stay tuned! -
Override Approval: vacation setting (Allow Admins to force approve or reject document approvals) [WORKAROUND PROVIDED]
Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
Let us know how important this feature is to you.96 votes[WORKAROUND]
Hi all!
I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z
I would be happy to answer your questions and get a feedback from you. You can…
-
Quickbooks ACH
Be able to use ACH payments with Quickbooks payment gateway
96 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. We are evaluating a native Quickbooks + Quickbooks pay integration. However, those items are not scoped yet. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.
-
95 votes
Hello đź‘‹
Great news – we're working on SMS delivery now.
If you're interested in getting a sneak peek at the solution and taking part in our usability testing, kindly let me know.
Igor | Product Team, PandaDoc
-
Turn off auto fields snap / auto-aligning fields (workaround in comments)
Ability to turn off auto snap function when placing fields.
94 votesHi! 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.
-
Convert a form to a template [Workaround in comments]
Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?
93 votesHello,Â
Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: Â
- Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)Â
- When clicking 'Create form', choose the desired templateÂ
Please use this Help Center article for additional reference: https://support.pandadoc.com/hc/en-us/articles/360052498753-Create-FormsÂ
We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
-
choose specific time of day for document expiration
choose specific time of day for document expiration
92 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! -
Fields move automatically with text blocks: link fields to blocks
fields stay in place and move with content of text blocks ev2
92 votesHello,Â
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!
-
91 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! -
[Pricing Table] display Subtotal without Line Item taxes/discounts
Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
(Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)89 votesHello, Â
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!
-
Personalized links: White-label document URL (recipient link) / Customize the links for documents
So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that
88 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! -
Combine/Merge Templates & Documents
There should be a feature that allow you to combine templates and documents
88 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 those scenarios 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.
-
Export details - Audit Trail
Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed
87 votesHi there! Thank you for submitting this idea –it's 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.
-
[Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)
Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template
86 votesHi there. Thank you for submitting this idea! 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!
-
Ability to turn off specific notification emails sent to recipients.
Ability to choose/turn off which email notifications the recipients/Signers will receive.
84 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! -
Arabic / Hebrew localization: right-to-left writing
right-to-left writing
82 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. However, you can upload a PDF that includes right-to-left text. if you'd like to see how to upload a PDF, please check here: https://support.pandadoc.com/hc/en-us/articles/360026068113-Getting-started-
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
- Don't see your idea?