6102 results found
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Ability to save smart content/smart content rules (Сontent library for Smart content)
Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.
26 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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UK English language interface
UK English language interface
26 votes -
Edit Approval Workflow without editing doc
Customer would like to be able to change the approval workflow after sending without editing the document first.
26 votes -
pass line items formatting from hubspot
pass line items formatting from hubspot
26 votes -
Email formatting
Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.
26 votes -
Track Changes (inline commenting, tracks who made changes and past versions)
Track Changes (inline commenting, tracks who made changes and past versions)
26 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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26 votes
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Save and Doesn't save buttons for templates and documents
Save and Doesn't save buttons for templates and documents.
26 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”?26 votes -
26 votes
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Greater or Less than logic in smart content
The option to use > and < when defining Conditional Logic for Smart Content.
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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See changes made to a document/template in version history
Highlight the changes made to a document/template in the version history
25 votes -
Option to switch off "User joined workspace" notification for Admin users
Option to switch off "User joined workspace" notification for Admin users
25 votes -
Approval Workflow auto-reminders
if an approver doesn't approve a document in a certain amount of time they get an email reminder
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 -
25 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!
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Ability unhide / reveal hidden pricing table columns after document completion.
Ability to reveal hidden columns such as SKU’s, COST, TAX, after document has been completed by recipient. Not looking to be able to edit the document but rather just to view the hidden column information.
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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Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]
I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.The use case includes: Transfer fields…
25 votes -
Ability to invite users into multiple workspaces at once.
Ability to add multiple users to multiple Workspaces all at once
25 votes -
MS Dynamics two-way sync (2-way sync)
Looking for PD and MS Dynamic to have a 2 way sync
25 votes
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