Settings and activity
20 results found
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20 votes
An error occurred while saving the comment -
34 votes
An error occurred while saving the comment 
Alexander Litvin
commented
Ability to work with the document offlie, similar to google document
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21 votes
An error occurred while saving the comment Alexander Litvin
commented
Allow to upload attachments not as separate pages, but as content blocks like in Classic Editor.
An error occurred while saving the comment Alexander Litvin
commented
Add ability to attach PDF as content blocks, similarly to Ev1
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67 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!An error occurred while saving the comment Alexander Litvin
commented
Allow to adjust the document name when creating the document from template within the assignees window
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127 votes
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.Â
Learn more about these recently released functionalities by clicking on the links below:
- Update Salesforce opportunity products whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
We have more planned for the coming quarters so stay tuned!
An error occurred while saving the comment Alexander Litvin
commented
Allow to pull information to document retroactively (i.e. after creating the document from the template) when assigning emails to roles.
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178 votes
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!
An error occurred while saving the comment Alexander Litvin
commented
Ability to presign cerain templates for cerain users within the Integration when creating a document from PD module
An error occurred while saving the comment Alexander Litvin
commented
Ability to autoplace your signature before sending the document.
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17 votes
An error occurred while saving the comment Alexander Litvin
commented
Allow to export the chat message history either alongside the document or separately
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14 votes
An error occurred while saving the comment Alexander Litvin
commented
Add autonumbering to table to make managining lengthy tables easier without having to add the number manually each time
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155 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.
Don’t hesitate to reach out if you have any other ideas.An error occurred while saving the comment 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
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17 votes
An error occurred while saving the comment 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
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13 votes
An error occurred while saving the comment Alexander Litvin
commented
Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce
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3 votes
An error occurred while saving the comment Alexander Litvin
commented
All to create item groups to move them simultaneously, instead dragging each item individually
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25 votes
An error occurred while saving the comment Alexander Litvin
commented
Allow multiple users to fill in the same fields simultaneously
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10 votes
An error occurred while saving the comment Alexander Litvin
commented
Lock sending the document with empty vairables/token to eliminate user error
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27 votes
An error occurred while saving the comment 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
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63 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!An error occurred while saving the comment Alexander Litvin
commented
In Editor 2.0 allow to update document status within the document itself
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9 votes
An error occurred while saving the comment Alexander Litvin
commented
Inbox tab to have all docs sent in chronological order.
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249 votes
Hi,
Thank you so much for reaching out – that is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it – it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank youAn error occurred while saving the comment Alexander Litvin
commented
Ability to continue numbering list started from the previous page in the latter one's
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7 votes
An error occurred while saving the comment Alexander Litvin
commented
Ability to work with chat in separate content library items.
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95 votes
Hello 👋
Great news – we're working on SMS delivery now.
If you're interested in getting a sneak peek at the solution and taking part in our usability testing, kindly let me know.
Igor | Product Team, PandaDoc
An error occurred while saving the comment Alexander Litvin
commented
Receive a Text messages instead of usual email notifications.
Allow to send reminders to approvers within approval workflow