2990 results found
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Rooms notification for past due task
Customer would like the rooms to have an additional notification to their client when they are already past due with the task.
9 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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Dashboard - be able to add Customisable Tiles to Dashboard
- add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
9 votes -
Encryption and Security of Forms
Ability to secure forms with passwords/ sms verfications/ email verifications
9 votes -
9 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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Ability to change email background color
Ability to change the background color of the email received by the recipient
9 votes -
Option to delete pages for conditional content on a document level
Option to delete pages for conditional (smart) content on a document level
9 votes -
Option to bulk create documents via CSV file
Ability to create document from csv just link in Bulk Sending but not actually sending them out
9 votes -
Ability to add text blocks to any place on the "content" type page
Ability to add text blocks to any place on the "content" type page.
9 votes -
Document link to SalesForce Quote record
Customer would like to link the document to Quote record in SalesForce
9 votes -
Mobile app for EU servers
Option to use mobile app in case you have EU server
9 votes -
Automation: Variables in Document Title
Ability for Variables in Document Title will be supported in automations
9 votes -
Change payer after sending document
Customer would like the option to be able to assign or change payer after the document has been sent
9 votes -
Conditional formulas in Pricing Table
Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.
9 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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pass Pipedrive product image to PD pricing table
pass Pipedrive product image to PD pricing table similar to PD catalog
9 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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Smart Content via Bulk Send
To be able to use Smart Content with bulk send.
9 votes -
automations: transfer content blocks to another document
transfer content blocks to another document after document has been completed/signed
9 votes -
ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign
Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.
9 votesLindsey Schocke responded
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add collaborator to a batch of document or all new documents at once
designate a person as a collaborator on all new documents created or be added to a batch of documents all at once
9 votes -
Delete a role and related fields at the time of document creation.
Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.
9 votes -
[Pricing Table] Section Subtotal Variable or Token
I would like to have variables for the subtotals of each section of a pricing table.
9 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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