7154 results found
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15 votes
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Use excel to fill variables
Use excel to fill variables
15 votes -
Dynamic variables
They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document or other values
15 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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15 votes
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Resize other blocks as an image block
Resize text, pricing table/table like an image block in blank page & cover page
15 votes -
Text Alignment similar to MS Word
Difficulties with indentation.
15 votes -
"awaiting your signature" in dashboard
Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.
Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.
15 votes -
Subtotal to be used more than once in the pricing table
Option to use subtotal twice in the pricing table
After a disocunt and after a VAT tax15 votes -
15 votes
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Card Details field for Authorize.net
Card Details field for Authorize.net.
15 votes -
Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document
Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).
15 votes -
15 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- Recipient view localization.
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Link to CRM Zoho
Link documents to Zoho CRM from PandaDoc side
15 votes -
15 votes
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15 votes
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More options to add videos
More options/ways to add videos. Embedding options
15 votes -
Setup 2FA for all users at once
Option to setup 2FA for all users at once
14 votes -
Conditional approvals based on the Sender
Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.
14 votes -
Field tags - 'Autofill with Signing Date'
PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.
It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.
14 votes -
Option for Email Aliases
Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.
14 votes
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