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  1. 2 votes

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    Moira Lavender commented  · 

    For example, accidentally moving a template from the main folder to a subfolder

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  2. 7 votes

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    Moira Lavender commented  · 

    Attach more than one Salesforce Account to a single PandaDoc account.

    Moira Lavender supported this idea  · 
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    Moira Lavender commented  · 

    We currently have multiple Salesforce instances and need to provide PandaDoc integration to both the main instance and the shared instance.

  3. 3 votes

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    Moira Lavender commented  · 

    Shortcode that could be embedded into the pdf with the link version of that document would be very helpful.

    Moira Lavender shared this idea  · 
  4. 30 votes

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    Moira Lavender supported this idea  · 
  5. 426 votes

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    Moira Lavender commented  · 

    Pricing table variables are currently displayed in dollars format. It would be helpful to be able to switch the format to a percentage or have additional variables in that format.

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    Moira Lavender commented  · 

    Pricing table variables are currently displayed in dollars format. It would be helpful to be able to switch the format to a percentage or have additional variables in that format.

    Moira Lavender supported this idea  · 
  6. 16 votes

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    Moira Lavender supported this idea  · 
  7. 26 votes

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    Moira Lavender commented  · 

    see what, exactly, the prospect is going to see prior to sending the document. This feature would also be helpful when using a CRM integration.

  8. 293 votes

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    Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - 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.


    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

    Moira Lavender supported this idea  · 
  9. 11 votes

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    Moira Lavender supported this idea  · 
  10. 184 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!

    Moira Lavender supported this idea  · 
  11. 56 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!

    Moira Lavender supported this idea  · 
  12. 34 votes

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    Moira Lavender commented  · 

    Include License type and Account Role

    Moira Lavender supported this idea  · 
  13. 2 votes

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    Moira Lavender shared this idea  · 
  14. 37 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!

    Moira Lavender supported this idea  · 
  15. 7 votes

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    Moira Lavender supported this idea  · 
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    Moira Lavender commented  · 

    Indicate which documents are linked with Salesforce and which are not.

  16. 5 votes

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    Moira Lavender supported this idea  · 
  17. 14 votes

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    Moira Lavender commented  · 

    sign into the users account through your admin account to reset passwords.

  18. 5 votes

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    Moira Lavender supported this idea  · 
  19. 79 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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    Moira Lavender commented  · 

    When a document is created through a Deal in Zoho, the name of the deal is used as the document name.

    It would be helpful to be able to choose the naming convention for documents created through an integration.

  20. 4 votes

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    Moira Lavender supported this idea  ·