5385 results found
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Ability to set document layout for all the uploaded documents.
Ability to set document layout for all the uploaded documents.
9 votesValeryia Baranava responded
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Anonymous Surveys (Form replies)
Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.
9 votes -
Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.
Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.
9 votes -
Group Pricing Tables based on Product Names
I'd like to press one button to group pricing tables by "Product" or by columns/fields.
For example, I have a template with multiple pricing tables, I'd like to group tables by the "Product" name then sort by the "Name" field. Alternatively, I'd like to sort pricing tables to ensure everything with the same name is grouped together.
9 votes -
copy and paste the tables and pricing tables from PandaDoc to a word/excel files
copy and paste the tables and pricing tables from PandaDoc to a word/excel files without downloading the PandaDoc document as a word file.
9 votes -
Create a document from multiple objects in Hubspot
Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.9 votes -
Saved messages feature on mobile app
Add Saved messages feature on mobile app
9 votes -
Signing order for CC recipients: CC person view first then only the signer recipients need to sign
Signing order for both for CC recipients and signers
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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Ability to see and kick-out any devices logged-in to the PandaDoc account.
Ability to see and kick-out any devices logged-in to the PandaDoc account.
9 votes -
Add Shared with me folder for Templates to mobile app
Add the Templates > 'Shared with me' folder to the mobile app. As many of the master templates for an enterprise are shared from another folder, it makes sense to be able to access these from the app.
9 votes -
Send out different documents to different signers via Bulk Send
send different documents for different signers in bulk
9 votes -
Ability to set a default CC'd recipient email for all documents
Ability to set a default CC'd recipient email for all documents
9 votes -
Automatic document forwarding to another PandaDoc user when initial user is on vacation
Ability to automatically forward documents sent to you to any of your PandaDoc account users.
9 votes -
bundling approval workflow
Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--
9 votes -
Created by in salesforce should be the document creator
when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration
9 votes -
word wrap options once added in the radio button field
word wrap options once added in the radio button field
9 votes -
BRING using PRE-ASSIGNED ROLES as PLACEHOLDERs for documents BACK--recent change to this is horrible!
Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.
New change is HORRIBLE!!
9 votes -
Conditional feature for fields that will prompt the signer to choose if required or not required
Conditional feature for fields that will prompt the signer to choose if required or not required,
9 votes -
Option to hide the pricing table on specific recipient
Option to hide the pricing table on specific recipient.
- Will allow the sender/user to hide the pricing table to a specific recipient.
9 votes -
Option to hide product catalog item
hide the products in our catalog to avoid the incorrect items be selected, but would still like to have access to them if we need them for the future
9 votes
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