5383 results found
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Revert back changes to Waiting for others
Currently, documents under Waiting for others are removed after a certain period of time. Customer would like to revert the changes and keep the documents under the tab.
2 votes -
Ability to share templates with specific users, not just workspaces
-Preventing misuse by general users: With approximately 1,000 users in their main workspace, sharing templates at the workspace level means all users would have access. This could lead to general users, such as salespeople, seeing and potentially misusing templates intended for specific teams, like the procurement team.
-Avoiding excessive workspace creation: The client already manages 15 workspaces. Creating new workspaces for small teams (like a two-person procurement team) is not a sustainable solution. It would lead to more complex management and hinder the ability to search for agreements across different workspaces, ultimately creating more work.
2 votes -
[Bulk action] Contract Repository: Set data fields for multiple documents at once
Currently, this has to be done one document at a time, but it would be great to have the ability to set data fields for multiple documents at the same time
2 votes -
Ability to leave blank the header of Quote Block
Ability to change the title/header requirement on quote blocks. The ability to leave it blank is preferred.
2 votes -
Ability to use content library in room templates
Ability to use smart content or content library items in rooms
2 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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2 votes
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SMS verification code expiration extension
Ability to extend SMS verification/access code expiration
2 votes -
Drop down fields in the quote builder
The ability to use drop-down fields within the quote builder for selection.
2 votes -
Automatic translation of CRM product line items in PandaDoc documents
Automatic translation of CRM product line items in PandaDoc documents
2 votes -
2 votes
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Ability to export a list of documents Waiting for Payment
Ability to export a CSV list of documents that are waiting for payment with due date and status
2 votes -
ability to let bullets follow indentation
Allow bullets to be indented
2 votes -
2 votes
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Ability to independently control billing frequency label and recurring subtotal calculation period
Customer needs to display line-item prices as "per month" for presentation, while having the recurring subtotal in the Grand Total calculate on an annual basis. Currently, the billing period setting controls both the label and the subtotal — when set to Annual, the line-item label changes to "per year," which doesn't meet their business requirement. They need the flexibility to decouple the display label from the calculation period.
2 votes -
Ability to hide certain field types so users cannot add them to templates and documents.
Would like to be able to hide the "Initials' field type so it is not visible to end users. They use another method to prefill initials, so sometimes their users get confused.
2 votes -
Stripe "Include taxes on the remaining payment of the subscription"
Stripe tax settings are already perfectly configured as the customer already went through all those steps with their support.
The taxation works perfectly, and the proof of that is that taxes are applied correctly on all their other proposals in Pandadoc, except for the subscription ones. On the subscription ones, the taxes are applied successfully on the first payment, which also proves that taxes are applied correctly.
But then, the remaining payment of the subscription do not have any taxes.
2 votes -
Pricing table row color
Allow users to select an individual row and apply a custom background fill color to that row only, directly from the row's context menu or right-click options — similar to how cell background color works in tools like Google Sheets or Microsoft Word tables.
2 votes -
View what documents were sent via bulk send
View what documents were sent via bulk send
2 votes -
Ability to remove Workspace Team/Type settings
Ability to remove or reset Workspace Team/Type or provide more flexibility to modify workspace structure as organizational needs change
2 votes -
Remove permission to Member role to Invite new users
Remove permission to Member role to Invite new users
2 votes
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