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  1. 8 votes

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    Lori Nolen 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.

  2. 23 votes

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    Lori Nolen 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!

    Lori Nolen supported this idea  · 
  3. 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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    Lori Nolen 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.

    Lori Nolen supported this idea  · 
  4. 44 votes

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    Lori Nolen supported this idea  · 
  5. 100 votes

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    Lori Nolen 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.

    Lori Nolen supported this idea  · 
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    Lori Nolen 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

  6. 102 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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    Lori Nolen 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.

    Lori Nolen supported this idea  · 
  7. 49 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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    Lori Nolen 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

    Lori Nolen supported this idea  · 
  8. 4 votes

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  9. 4 votes

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    Lori Nolen shared this idea  · 
  10. 175 votes

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    Lori Nolen commented  · 

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

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    Lori Nolen 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

    Lori Nolen supported this idea  · 
  11. 10 votes

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    Lori Nolen supported this idea  · 
  12. 110 votes

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    Hi,
    Thank you for taking the time to leave your request. Good news! We will be working on FDA CFR Part 11 compliance soon. It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our Idea Portal, so stay tuned!

    Lori Nolen supported this idea  · 
  13. 32 votes

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    Lori Nolen supported this idea  · 
  14. 12 votes

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    Lori Nolen supported this idea  · 
  15. 11 votes

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    Lori Nolen supported this idea  · 
  16. 4 votes

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    Lori Nolen supported this idea  · 
  17. 1 vote

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  18. 38 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, you are able to change the status of all documents at once during a bulk upload. You can learn more here. 


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

    Lori Nolen supported this idea  · 
  19. 15 votes

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    Lori Nolen supported this idea  · 
  20. 8 votes

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    Lori Nolen supported this idea  · 
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