6788 results found
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More Pricing Table Variable Options
Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)
26 votes -
26 votes
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Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)
Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).
It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.
26 votes -
Bulk Send from CRM
Ability to Bulk Send from CRM
26 votes -
Company Stamp Function
Ability to add a "Stamp" to your signature/profile and be reused across documents.
26 votes -
26 votes
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Allow Bulk Send to send multiple documents to the same email
I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address
25 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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Gridlines / Ruler
Would love a gridline or ruler option to overlay on page to help with lining up text & images
25 votes -
Place a page break inside a text block
Allow a user to customize or cut a whole text block on desired segments.
25 votes -
Replace unfilled variables with blanks when creating docs via Zapier
If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces
25 votes -
Lock completed documents
Have an option where once document is completed, it is locked and cannot be opened.
25 votes -
25 votes
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MS Dynamics two-way sync (2-way sync)
Looking for PD and MS Dynamic to have a 2 way sync
25 votes -
Track Changes (inline commenting, tracks who made changes and past versions)
Track Changes (inline commenting, tracks who made changes and past versions)
25 votes -
Documents via link sharing should only be accessible to the intended recipient
Documents via link sharing should only be accessible to the intended recipient.
25 votes -
Airtable
PandaDoc Integration with Airtable
25 votes -
Save and Doesn't save buttons for templates and documents
Save and Doesn't save buttons for templates and documents.
25 votes -
Auto number pricing table line items
Add line number to pricing table and auto increment each line to allow for a reference point in the table.
25 votes -
Change title [PandaDoc] Signed copy of "..." to a custom text.
When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?25 votes -
Customize pricing table header
Be able to add an additional header to a pricing table similar to a section title. Right now, the top header is the columns for the products and it can't be adjusted.
24 votes
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