3799 results found
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Ability to adjust the design of pricing table placeholders.
Ability to adjust the design of pricing table placeholders where the information from the CRM is pulled into (highlighted with blue) on the template level.
3 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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Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining
Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining
3 votesValeryia Baranava responded
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Disabling forwarding feature via API.
The ability to disable the forwarding feature via API for all the existing documents and all to come.
3 votesHi,
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 `forwarding_settings` during Send Document. https://developers.pandadoc.com/reference/send-document#/
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Pricing table "enable quantity editing" set as required field
Pricing table "enable quantity editing" set as required field
3 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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Recipient names can be set by other recipients
You can send documents to a recipient, and they can set the other recipient names/emails
3 votes -
Pass description formatting from CRM
We have a product in HubSpot with a multi-line description. It would be idea if the full description comes over in the correct number of lines
3 votes -
3 votes
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3 votes
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3 votes
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Presentation mode - widescreen
option to have a widescreen (16x9) view option to fill screen in presentation mode
3 votesThank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature to have a widescreen (16x9) view option to fill screen in presentation mode is already available within the system. Please see this link for more info.
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Catalog - Packs items
May be it would be useful to create a "packed product or service", composed by adding single products from the catalog ? And be able to adjust the variables of each item in pricing table.
3 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is already available in the system. For more information, please click the link below. Have a marvelous day!
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Master license list for admin
It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.
3 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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Password protection via API
The customer would like to use password protection when creating the document via API
3 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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Delete pages from the App
The functionality of creating a document from a template is very good from the App, but it is not practical if you cannot do simple things like delete sections or pages, or include the value of the proposal. It would be great if you incorporated this kind of functionality.
3 votes -
Allow 'page' titles to be edited
Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.
Thanks!
(PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).
3 votes -
Automatically pull images into PandaDoc
Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.
3 votes -
In-depth document reporting
More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.
3 votes -
Expiration settings on the sent document
Availability to enable/disable "warning email" under expiration settings on the sent document
3 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 not loose content when two users is editing the same doc at the same time
Ability to not loose content when two users is editing the same doc at the same time
3 votes -
Ability to name Image Block
I'm creating PandaDoc document via API, and I'm having trouble with the new template. Apparently V2 doesn't provide naming it's image block, that's why I'm having trouble surfacing the image cause I don't know which is which.
3 votes
