7252 results found
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Client ability to customize PandaDoc Interface Navigation Menu
I propose the idea of a more client friendly User Interface where the menu can be configured to the clients' needs.
For example, if a client is not using payments through Panda Docs, or choosing not to pay for the upgrade to use reporting; these menu items should be able to be hidden for a cleaner look and feel.2 votes -
Update currency and recurring billing frequency on the document quote automatically based on selections made on the smart form
Update currency and recurring billing frequency on the document quote automatically based on selections made on the smart form
2 votes -
Update image inside document based on user sending the document
Update image inside document based on user sending the document
2 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 check the link below:
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Lock fields after being filled
Restrict editing of fields once they have been filled out, or lock the fields after they've been filled out, even if the document is not yet completed.
2 votes -
Option to populate name of an uploaded image into a custom variable
Option to create a custom variable field where the data will be pulled from the name of an image we upload? For example, whenever we add an image to our PandaDoc document, we also fill out a caption with the image name. If there is a way to automate this task, that would be wonderful
2 votes -
Option to have "Create Document" button in Template list consistently visible
Please enhance the design of the PandaDoc template list view by ensuring that the "Create Document" option is consistently visible, instead of requiring users to hover over it to access the feature.
2 votes -
Hide product description in Pricing Table
Hide product description in Pricing Table
2 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 check the video:
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Automatically add products selected in Quote Builder to a Pricing Table
Automatically add products selected in Quote Builder to a Pricing Table
2 votes -
Ability to set up a custom role in a way so that users can only see or edit or send documents that they are part of an approver group on.
Ability to set up a custom role in a way so that users can only see or edit or send documents that they are part of an approver group on.
2 votes -
When Offer status in Greenhouse changes to Rejected - mark document as Declined in PandaDoc
When Offer status in Greenhouse changes to Rejected - automatically mark document as Declined in PandaDoc
2 votes -
2 votes
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Pass Document Status Into a CRM Field
The ability to pass the document status into a CRM field (as a field value/data) via 2 way-sync or other means.
2 votes -
HubSpot: Use child company tokens when creating a document in the associated parent company
Use child company tokens when creating a document in the associated parent company
2 votes -
Embed document iframe within the editor
Ability to embed a window within the sow where the client can see the first page or half page of the MSA and sign, they can scroll within the window to see the whole MSA.
Example of this mock up attached
2 votes -
Receive results suggest edits email notification before receiving the document to sign email
Currently, it is expected to receive the documents for the recipients to sign via email before they receive the suggested edits resolved results email. Would like this to be switched so that they receive the results email before they receive the document to sign
2 votes -
2 votes
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Rooms: Replace Home Page Template
Option to replace the Home page in a Room with another template without having to create a new Room from scratch.
2 votes -
PandaDoc notary in Germany
PandaDoc notary option in Germany
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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Notes for contacts on the Home screen
Notes per contact to show on Home screen, in client's words:
I guess it would need to be in the directory section so it is per person. We have a medical office so for us it would be patients but for others it would be customers. We could make notes per customer/patient that was per interaction. So for instance John Doe, I would go to the directory and under his name list different interactions that might look like this:
8/19/24 - new patient paperwork received but still hasn’t made deposit. Called pt and gave deadline of 9/1 or we need…
2 votes -
Bulk Update: Currency
Bulk Update document value and currency
2 votes
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