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  1. 91 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.

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    Jaynna Ellis Dela Llana commented  · 

    Ability to perform calculations on variables.

    Jaynna Ellis Dela Llana supported this idea  · 
  2. 47 votes

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    Jaynna Ellis Dela Llana supported this idea  · 
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    Jaynna Ellis Dela Llana commented  · 

    Ability to add recipient (cc or signer) to the original document without editing it.

  3. 59 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Jaynna Ellis Dela Llana supported this idea  · 
  4. 70 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.

    Jaynna Ellis Dela Llana supported this idea  · 
  5. 96 votes

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    Released  ·  Ellina Redvanova responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Hold the Command key on Mac (⌘) and CTRL on Windows to turn off auto-positioning and place fields anywhere in your document.

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    Jaynna Ellis Dela Llana commented  · 

    Ability to turn off the auto snap in Blank Pages.

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    Jaynna Ellis Dela Llana commented  · 

    Client(Crystalbrook Marina): Ability to turn off the Place Fields prompt that appears with every new document

    Jaynna Ellis Dela Llana supported this idea  · 
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    Jaynna Ellis Dela Llana commented  · 

    Please allow as well the fields to adopt the previously set format like size, colors, and other properties.

  6. 21 votes

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    Jaynna Ellis Dela Llana supported this idea  · 
  7. 265 votes

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    Released  ·  Valeryia Baranava responded

    Hi there,

    Thank you for taking the time to submit your feature request to PandaDoc’s UserVoice. We have great news! 

    2-Factor Authentication (2FA) has been released and can be configured via Settings > Security. For more information on 2-Factor Authentication, check out this article.

    We appreciate your help in making PandaDoc the best product for our customers. If you have any ideas on how we can continue to improve, please continue to submit them here. 

    Jaynna Ellis Dela Llana supported this idea  · 
  8. 33 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!

    Jaynna Ellis Dela Llana supported this idea  · 
  9. 18 votes

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    Jaynna Ellis Dela Llana supported this idea  · 
  10. 104 votes

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    Jaynna Ellis Dela Llana supported this idea  · 
  11. 136 votes

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    Jaynna Ellis Dela Llana commented  · 

    Ability to have an on-hold payment option for payment gateways.

    Jaynna Ellis Dela Llana supported this idea  · 
  12. 21 votes

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    We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Jaynna Ellis Dela Llana supported this idea  · 
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    Jaynna Ellis Dela Llana commented  · 

    Client: I want when I select all the items on a board, I want the proposal to show each line item - autofill the contact name, phone number, email address to send the proposal to and create each line item with the pricing that is on the board. On the proposal along with always automate my logo and company information and notes that I have about the scope of work. And an e- signature at the end.

  13. 133 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Jaynna Ellis Dela Llana supported this idea  · 
  14. 17 votes

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    Jaynna Ellis Dela Llana commented  · 

    Ability to set fields as required in a way that they should not skip it however they have the ability to choose either of the selection.

    Jaynna Ellis Dela Llana supported this idea  · 
  15. 74 votes

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    Jaynna Ellis Dela Llana supported this idea  · 
  16. 42 votes

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    Hi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders as well as send reminders via text (SMS).

    For more information, please visit our Help Center.

    Should you have any feedback or suggestions, feel free to message me directly.

    Igor, Product Team

    Jaynna Ellis Dela Llana supported this idea  · 
  17. 216 votes

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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

    Jaynna Ellis Dela Llana supported this idea  · 
  18. 6 votes

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    Jaynna Ellis Dela Llana supported this idea  · 
  19. 75 votes

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    Jaynna Ellis Dela Llana commented  · 

    Client: Ability to set reminders or set the pricing table as required so that clients won't miss it.

    Jaynna Ellis Dela Llana supported this idea  · 
  20. 35 votes

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    Jaynna Ellis Dela Llana supported this idea  · 
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    Jaynna Ellis Dela Llana commented  · 

    Client: if you can remove "powered by pandadoc" on the customer side of the experience for filling out a form