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  1. 23 votes

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    Alexander Litvin commented  · 

    Allow to send reminders to approvers within approval workflow

  2. 36 votes

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    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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    Alexander Litvin commented  · 

    Ability to work with the document offlie, similar to google document

  3. 21 votes

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    Alexander Litvin commented  · 

    Allow to upload attachments not as separate pages, but as content blocks like in Classic Editor.

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    Alexander Litvin commented  · 

    Add ability to attach PDF as content blocks, similarly to Ev1

  4. 77 votes

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    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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    Alexander Litvin commented  · 

    Allow to adjust the document name when creating the document from template within the assignees window

  5. 137 votes

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    Hi,

    Thank you for taking the time to leave your request. Great news! Most of the PandaDoc for Salesforce functionalities you asked for here have already been released or are in the roadmap. 

    Learn more about these recently released functionalities by clicking on the links below:

    We have more planned for the coming quarters so stay tuned!

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    Alexander Litvin commented  · 

    Allow to pull information to document retroactively (i.e. after creating the document from the template) when assigning emails to roles.

  6. 212 votes

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    Hi there!

    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! Thank you!

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    Alexander Litvin commented  · 

    Ability to presign cerain templates for cerain users within the Integration when creating a document from PD module

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    Alexander Litvin commented  · 

    Ability to autoplace your signature before sending the document.

  7. 17 votes

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    Alexander Litvin commented  · 

    Allow to export the chat message history either alongside the document or separately

  8. 18 votes

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    Alexander Litvin commented  · 

    Add autonumbering to table to make managining lengthy tables easier without having to add the number manually each time

  9. 210 votes

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    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.

    Don’t hesitate to reach out if you have any other ideas.

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    Alexander Litvin commented  · 

    Add the approver group name to the notification email, in case the user is in multiple approval groups, so he can get the notification for different approval stages respective to the approval stage

  10. 17 votes

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    Alexander Litvin commented  · 

    Allow to arrange the order in which recipient fills out the variables for the forms to create more recongizable experience for the uses.

    Alexander Litvin shared this idea  · 
  11. 13 votes

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    Alexander Litvin commented  · 

    Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

  12. 3 votes

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    Alexander Litvin commented  · 

    All to create item groups to move them simultaneously, instead dragging each item individually

  13. 27 votes

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    Alexander Litvin commented  · 

    Allow multiple users to fill in the same fields simultaneously

  14. 12 votes

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    Alexander Litvin commented  · 

    Lock sending the document with empty vairables/token to eliminate user error

  15. 27 votes

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    Alexander Litvin commented  · 

    For the uses cases when the invoicing is done not via the integration but rather outside of PD ability to change the doc status to Paid to get accurate dashboard reporting

  16. 63 votes

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    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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    Alexander Litvin commented  · 

    In Editor 2.0 allow to update document status within the document itself

  17. 9 votes

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    Alexander Litvin commented  · 

    Inbox tab to have all docs sent in chronological order.

  18. 313 votes

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    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

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    Alexander Litvin commented  · 

    Ability to continue numbering list started from the previous page in the latter one's

  19. 7 votes

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    Alexander Litvin commented  · 

    Ability to work with chat in separate content library items.

  20. 104 votes

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    Exciting news! 🚀 Next week, we'll be opening early access to our latest feature – the ability to send documents via text (SMS). You'll have the flexibility to configure the delivery method, choosing between email or text (SMS) for each recipient in the document. The best part? It's free for all business and enterprise plan users.

    If you're interested in joining the early access, please message me back.

    Cheers,

    Igor, Product Team

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    Alexander Litvin commented  · 

    Receive a Text messages instead of usual email notifications.