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  1. 194 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!

  2. 192 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!

  3. 26 votes

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    An error occurred while saving the comment

    Once doc is approved, if the recipient or signer needs to be re-sent for approval which delays the workflow.

  4. 31 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:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  5. 63 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  6. 12 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  7. 28 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  8. 327 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  9. 666 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  10. 100 votes

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    An error occurred while saving the comment

    When a recipient is signing a document, the prompt only takes them to each of the required fields vs every single field including optional ones.

  11. 3 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 
  12. 36 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.

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  13. 15 votes

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  14. 12 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 
  15. 19 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  16. 33 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  17. 5 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 
  18. 9 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  19. 53 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!

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
    An error occurred while saving the comment

    One template that can work with multiple currencies depending what currency is being used on the Salesforce opportunity. The currency used on the opportunity would automatically be pulled into the PandaDoc template.

  20. 55 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 this scenario namely:

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

    An error occurred while saving the comment

    Ability to send up to 20 documents in a bundle instead of the current 10 docs.