3784 results found
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Smart content block next to another block
Add a smart content block next to another block, or to a table
16 votesValeryia Baranava responded
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Ability to import information from Excel to pricing tables
Ability to import information from Excel to pricing tables
16 votesHi. 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:
- Copy Office Suite / Google Workspace / HTML tables into PandaDoc
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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Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)
Would like to have a report to pull CRM created docs vs. PD created docs by user
Request rooted from QBR16 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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allow to reshuffle docs in bundles
right now there is no way to reshuffle documents in bundles (make the third to be the second etc)
16 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents.
Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.
16 votes -
Expiration date for published forms
Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)
16 votes -
Replace source file for Forms [Workaround in comments]
For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf
16 votes -
16 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis, 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.
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edit sent documents via mobile app
edit sent documents via mobile app
16 votes -
16 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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signature and document forwarding in forms
signature and document forwarding in forms
16 votes -
Forms Compatibility with Zapier
Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible
16 votes -
Table headings
Ability to add a heading to the top of a table.
16 votes -
16 votes
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16 votes
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Pricing table currency based on Salesforce opportunity
Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce
16 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Conditional logic for Payment block
Payment block populates only if the customer selects "credit card" as the option for payment.
16 votes -
Ability to Search HubSpot deals to link to
Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.
16 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.
Many thanks for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Card Details field for Authorize.net
Card Details field for Authorize.net.
16 votes -
Round corners for blocks: Corner radius editing for content blocks (Rounded Edges for Text Block Borders)
How about adding round corners to the blocks.
Like in the PowerPoint. It will look especially nice on the cover page with the block background.16 votes
