7333 results found
-
Disable access to the document for recipients once it's completed
Disable access to the document for recipients once it's completed
21 votes -
PipeDrive connection
The option to set up 1 PandaDoc user to several Pipedrive accounts.
21 votesHi 👋,
I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.
I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.
We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.
Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6
Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.
Thanks so much, Alex
Product Manager – Integration Ecosystem
PandaDoc
-
Notifications about all document changes and updates for all recipients
Notifications about document updates for all recipients
21 votes -
Prevent Fillable Fields from shifting
Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
The content locking feature doesn't help.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 -
Change the sender
Change the document sender to any email without using Send on behalf.
21 votes -
Field tags: Auto Place Field Enhancement: Auto Place fields even without field tags.
Auto Place fields even without field tags.
21 votes -
Using Redlining and Approval Workflow Together: Ability for the approver to resolve customer's suggestions.
Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.
21 votes -
Turn on signing order as a default setting for the account.
A way to set a default signing order for the entire account that is applied to all documents sent from that account.
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!
-
Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles
Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.
21 votes -
21 votes
-
[Bulk Send] Send via SMS
We would like to be able to use Bulk Send with the Send via SMS feature.
20 votesThe status of this suggestion is currently unchanged. Please check back for updates.
-
Auto fill repeating fields - signature and initials fields
Auto fill repeating fields - signature and initials fields
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]: Ability to edit spacing in quote builder (Design)
Ability to edit spacing in quote builder (Design)
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 votes -
Place a page break block inside a table of contents (TOC): split into pages
Option to split Table of contents to another page
20 votes -
Default Saved Message: automatically choose a saved message for a document
Ability to set a default saved message
20 votes
.png){kind=link}
- Don't see your idea?