3784 results found
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Smart Forms: Receive a Notification once the Smart Form is filled out
It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.
9 votes -
Rooms: option to arrange folders
Option to arrange folders in Rooms
9 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!
Rooms in PandaDoc: organize and collaborate in one secure space
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EU Server integration with Zapier
Offer the option to use Zapier with the EU server
9 votes -
Instalments: ability to set a flat installment amount
Ability to set a flat installment amount instead of percentages
9 votes -
Bi-weekly billing period option for recurring products
Bi-weekly billing period option for recurring products
9 votes -
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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Variable in Document Name/Title within the bundle
Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.
9 votes -
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 -
[Quote Builder]: Hide decimal points in the quote builder
hide decimals points in the quote builder
9 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 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!
