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  1. 16 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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    AdminInna Babii (Admin, PandaDoc) commented  · 

    formulas for variables
    for example: if variable A is equal X then variable be is Y

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    formulas for variables
    for example: if variable A is equal X then variable be is Y

    AdminInna Babii (Admin, PandaDoc) shared this idea  · 
  2. 14 votes

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    feature to allow note price index regulation for every customer. For example be able to create own document statuses and add multiply of them (e.g. “price index”, “terminated”, “in termination”, “services”)
    Price index is something we would like to keep track on, so every year we can see how many years it have been changes and so on.

  3. 3 votes

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    upon PandaDoc "sign up" page make company name and company size as optional and not required fields
    as there are some individuals who would like to use platform

  4. 66 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!

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    be able to amend wording for some default system "messages"

    once the document is completed it says "you can download pdf version" -- would like to change the wording here

  5. 21 votes

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    Void/Recall the email message sent along with the document once the document is edited

  6. 1 vote

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    a possibility to have variables filled in pandadoc be capital by default

    use case: Pandadoc is currently integrated to Hubspot and we are using it to fill Bank forms for clients
    However, the banks are requiring the filled data to be filled in capital letters.

  7. 33 votes

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    a way to categorise contacts with folders
    I want to know which my customers are, employees, outsourcing partners & etc

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    option to arrange contacts into groups/categories for bulk sending

  8. 58 votes

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    merge vertical cells in tables

  9. 11 votes

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    a way to allow members on the account to view only their own personal contacts (with Custom Roles)

  10. 2 votes

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    Maybe it would be necessary to prevent duplication of documents created in Editor 1 or to convert them automatically into Editor 2.

  11. 49 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!

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    Disable Chat icon from the live view on the documents

  12. 138 votes

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    Export/download Audit Trail for the documents
    (now it is visible only via web)

  13. 21 votes

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    If the client attaches a pdf while changing document status manually, the pdf is not downloadable/visible for the recipients as it used to be in Ev1.

  14. 55 votes

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    Availability to set the background that shows up behind your document in EV2 (previously was possible in EV1)

  15. 84 votes

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    Not Planned  ·  Molly Abrams responded

    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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    AdminInna Babii (Admin, PandaDoc) commented  · 

    when you create documents from Accounts and Contacts in Zoho the document title of the object is not populated (like from other objects)
    the original title of template is saved

  16. 22 votes

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    support RTL languages
    Hebrew in particular

  17. 440 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, we made some improvements to our product that may help you cover those scenarios namely:

    - Currency formatting

    We hope this release 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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    AdminInna Babii (Admin, PandaDoc) commented  · 

    change eur symbol position in pricing table as per European format
    not € 0.00 but 0.00€

  18. 8 votes

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    Would like to have borders for the pages inside PandaDoc

  19. 170 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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    AdminInna Babii (Admin, PandaDoc) commented  · 

    Set permission for the user to view only certain document folders

  20. 665 votes

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    AdminInna Babii (Admin, PandaDoc) commented  · 

    link one product to another within catalog items (for example if something goes as a package)
    "one other thing that would be very helpful is to set if a catalog item should have tax/GST on it or not"

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