7183 results found
-
Allow Recipient Suggestions/Redlining in Pricing Tables
There is currently no redlining/suggestion feature available for Pricing Tables (only regular tables). Currently, recipients can only "Add a comment" to the pricing table.
Clients being able to directly make suggestions in the pricing table fields, the same way they can for text content, would greatly improve closing speed and recipient experience.
3 votes -
3 votes
-
Automations with Hubspot: automatically send document when deal stage changes
When updating leads/prospects through the lifecycle of contacted > responded > scheduled > won, it would be great to automatically send signature forms when the lead moves to the "responded" stage for example
3 votes -
Ability to display catalog products' prices as % percentage.
Ability to display catalog products' prices as % percentage.
3 votes -
take or upload photo in Forms
a feature in forms to take a photo on mobile/tablet to upload to a form
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, please follow the steps below:
- Add the Collect Files field to your form, then publish it.
- If your recipient is using a mobile device, they can take a photo and upload it to the Collect Files field.
-
[Quote Builder] Allow decimal points in the quantity like a pricing table
We want to use the quote builder for a prepaid block of hours based on FTE requirements. This figure is often not in whole numbers. For example, we may need 2.25 FTE rather than 2 or 3 FTE. Could we please get the ability to use decimal points in the quantity in the quote builder? It's available in the pricing table as an option currently.
3 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested will soon be available in the system. If you'd like to get the early access, please reach out to support@pandadoc.com
-
Option not to save the recipients' emails automatically to the Contacts
We would like to keep only our internal emails on the contact list and remove any personal emails that got added there automatically. We would also like to remove the automatic adding of personal emails to the contact list if possible.
3 votes -
Expiring soon list of documents need to be more than two weeks
The customer would like the "Expiring Soon" tab to include documents that will expire within more than 2 weeks, not just 1 week.
3 votes -
Automations in shared templates
If the automation is added for the template in one workspace, the automation should apply in all workspaces in case this template is shared
3 votes -
Ability to use forms in Rooms
Ability to use forms in Rooms
3 votes -
Document addendum
Document addendum:
When sometime after issuing the contract, the client decides to make changes to the existing contract, have an option to create an Addendum directly linked to it.3 votes -
LimeSurvey
Integrate PandaDoc with LimeSurvey
3 votes -
3 votes
-
Inbox: Mark all as read at once
Inbox: Mark all as read at once
3 votes -
Automation: Send a document based on the selected choice of a recipient from the first document
Would like the automation to send a document based on the choice that a recipient made on the first document
3 votes -
An option to import and select any font, and then alter which weight of that font you want.
An option to import and select any font, and then alter which weight of that font you want.
For example, I have imported a font called ‘Archivo’ from Google fonts, but I can only use and see a single weight. Whereas the font is available with the following weights;
- light
- Regular
- italic
- semi bold
- semi bold italic
- bold
- bold italic
- black
- black italicAs of now, PandaDoc only allows the use of one for every imported font.
3 votes -
Make forms private
Make forms private so not everyone with the link can access it
3 votes -
HubSpot deal created automatically once a document is completed
HubSpot deal is created automatically once a document is completed
3 votes -
Option to disable the document forwarded notification for the Sender
Option to disable the document forwarded notification for the Sender.
Settings > Notifications does not have a way to enable or disable this notification.3 votes -
Zapier action - create a document in PandaDoc via PDF upload
create a document in PandaDoc via PDF upload
3 votes
- Don't see your idea?