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  1. 26 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!

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  2. 7 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  3. 13 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  4. 332 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  5. 41 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!

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  6. 18 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  7. 9 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Submitted on behalf of my customer: bentley.chang@parkhub.com Customer working in SFDC CPQ. They need a way to have a variable to trigger an approval for when a proposal needs more than 10% discount.

  8. 25 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Submitted on behalf of customer: mpetit@homebound.com
    Large MRR customer.
    Ability for text fields to automatically expand like variables do. This is only available in the Public View for recipients, not for the Editor view that a Sender uses. It would be great to have it for Senders too!

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  9. 77 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Submitting on behalf of my customers cfischenich@sitepro.com and rcorley@sitepro.com
    They have repeatedly asked for this option and would IMMEDIATELY be interested in utilizing as soon as it is ready.

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  10. 55 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  11. 113 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Comment from caitlyn@cfoselections.com

    One of my CC recipients on several Documents is being sent the initial notification when someone sends out a contract. The CC recipient only needs the final notification with the PDF attachment of the completed contract. The extra unnecessary notifications are creating clutter in their inbox. I also have other users who don’t want the initial email to be sent to the CCs, as there may sometimes be sensitive information for the Signers that the CC recipients don’t need to see.

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Have a way to limit how different emails go out to recipients once they get a PandaDoc in the same way we can limit the number of email responses we get--within Settings

  12. 120 votes

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    Hi! Thank you so much for sharing your perspective. While we currently don’t offer this feature, we put forward the following solution, that may help you cover this scenario, namely:

    Please contact our Support team if you need to delete tags. If you have a Member role we might request approval from an admin user on your account.

    We hope this suggestion can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Comment from caitlyn@cfoselections.com
    I created a couple of tags that weren’t needed, but am not able to delete them. I don’t want my users to get confused.

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  13. 55 votes

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    Hi, 

    Thank you so much for reaching out – this 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 you.

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Customer: chris.thomas@fountainpeople.com
    wants to be able to see profit margin data in a report of some kind. Do we have a way to pull that kind of data out of a pricing table? Right now he's going into every document and manually calculating margins on things like FREIGHT, EQUIPMENT, and Average Margins

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  14. 5 votes

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  15. 7 votes

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    AdminLori Nolen (Admin, PandaDoc) shared this idea  · 
  16. 192 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Important for Enterprise customer tara@plateiq.com. Please update customer when this moves to roadmap

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    My customer in a school district needs the ability to move documents between workspaces without losing the completed status and keeping certificates in tact--this is very important in regard to documents completed by parents regarding SPED/504 students--anything regarding maintaining FERPA privacy

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  17. 10 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  18. 113 votes

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  19. 38 votes

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    Hi,
    Thank you so much for reaching out – this 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 you

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  20. 13 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
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