5401 results found
-
Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
21 votes -
Unsend sent document/notification
I have a quick question, can I re call an email i have sent by panda?
21 votes -
Direct video uploading
Availability to add videos to Content Library as files and upload on the document not through the links but from the files (e.g mp4)
21 votes -
PipeDrive connection
The option to set up 1 PandaDoc user to several Pipedrive accounts.
21 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
-
Notifications about all document changes and updates for all recipients
Notifications about document updates for all recipients
21 votes -
Make variables required (forbid sending the document if "required" variables are not filled in
Make it impossible to send a document if the required variables are not filled in
21 votes -
Allow other people besides The document owner to receive renewal notification emails
Allow other people besides The document owner to receive renewal notification emails
21 votes -
21 votes
-
21 votes
-
send emails from the Company name
Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name
21 votes -
ability to add items to dropdown field in bulk
ability to add items to dropdown field in bulk
21 votes -
21 votes
-
More Robust Analytics Reporting
The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).
21 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!
-
21 votes
-
Copper link to deal
Option to link a document to a opportunity/deal in Copper
21 votes -
Stripe: send invoice after payment was made
Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually
20 votes -
Option to disable notification to recipients after document got completed
- Will allow the sender to disable notification once the document got completed
20 votes -
Move "Create Document" button in Hubspot Above the document list.
As of now, the "Create Document" button is in the very bottom of PandaDoc module in Husbpot.
So in cases when there are too many documents per Husbpot Object - user has to scroll down through all of them to be able to click "Create Document".
Would be great to have this button moved up - above.
20 votes -
[Quote Builder]: Change Language for Column Titles, footer field names and billing frequencies
Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages
20 votes -
Search Results are no longer sortable
We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
thank you,20 votesValeryia Baranava responded
.png){kind=link}
- Don't see your idea?