3784 results found
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Populate the product description from Pipedrive from Products -> Variation -> Comment
Populate the product description from Pipedrive from Products -> Variation -> Comment, currently it is passed from Deal -> Products -> Show details -> Comment.
12 votes -
Send reminder via text and email
The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.
12 votes -
Monday.com: automatically assign recipient
Option to automatically assign recipient to the role during document creation from Monday.com
12 votes -
Update HubSpot Property With a Custom Value When Document Status Changes
A feature that automatically updates a HubSpot property with a custom value when a document’s status changes. For example, when a document is marked as "Completed," a specific property should display "YES," even if this value isn’t present in the document itself.
12 votes -
12 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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Allow negative $ amounts in a catalog item (ex. a flat military/first responder/teacher discount)
I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.
12 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. You can add products with negative price to Quote Builder.
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Recipient Groups on the template level
Currently recipient groups are set on a document level and not a template level. Having them at a template level would lead to an expedited experience for end users who already know they need recipient groups before creating the document. Also would help in the sense that it could be utilized in bulk send.
12 votesHi there – I'm happy to share that recipient groups can now be pre-assigned in templates. To learn more, please visit our Help Center.
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Ability to set a primary owner of a workspace different than the Account Owner
Ability to set a primary owner of a workspace different than the Account Owner
12 votes -
Ability to change PandaDoc icon in email (not workspace logo/profile image).
Ability to change PandaDoc icon in email (not workspace logo/profile image).
12 votes -
Bundling on Mobile App
Being able to bundle documents on the mobile app so users can work out of PandaDoc on an iPad and still be able to bundle if their workflow happens outside of the office (remotely working, etc).
12 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 recipient to pay for document during their signing order turn
Would like to ability to allow recipients to pay before document has been fully completed by other signers. For example, allow signer one in the signing order to finalize their signatures, pay, and then send to the next signer in the signing order.
12 votes -
Calculate product price automatically based on the product bundle
I would like to have an automatic calculation of the product price based on the product bundle price
12 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!
https://support.pandadoc.com/en/articles/9714716-quote-builder-block-working-with-product-bundles
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conditional rule for text field
conditional rule for text field
12 votes -
Reporting: Document Analytics by Approver
We have a list of people who approve documents, but we want to be able to see the data on the approvers.
For example: We a team made up of 4 people who are approvers, everyone works together to approve these documents.
We want to be able to have a breakdown of the 4 approvers, and how many approvals they made each month.
This will help us in a variety of ways, but also to make sure that we are spreading work evenly to each team member.
We also have monthly meetings and provide an update to the team on…
12 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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multiple renewal reminders
i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document
12 votesLindsey Schocke responded
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Pre-fill a text field with a variable
Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.
12 votes -
notifications when emails are bounced/not delivered
I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?
12 votes -
Smart content: multiple variables per one condition
Option to set up a condition rule based on several variables, for example, if variable A has value A and B has B, the content will be populated
12 votes -
Clover
New integration: Clover Payment gateway
12 votes -
Have the option to change the document status manually from the Dashboard / Home.
Have the option to change the document status manually from the Dashboard / Home.
12 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!
