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20 results found

  1. Ability to automatically assigned the deal owner to the template role when using Pipedrive

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Anonymous shared this idea  · 

  2. Option for all the contract that have NOT sent for approval to have a water mark on it - watermark will be removed once it has been approved

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous shared this idea  · 

  3. Hide/Disable mention of payments where there is no balance

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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  4. merge data of multiple quote builder blocks

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  5. Change status of an expired document in bulk

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  6. Form Routing to Different Emails (using dropdown)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  7. warning notification if the document is not yet viewed

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  8. Send the document automatically after approval

    89 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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.

    An error occurred while saving the comment
    Anonymous commented  · 

    To have an option for automation when the document is approved then it will automatically sent to the signer.

    Anonymous supported this idea  · 

  9. Have an "Admin" style e-mail option

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  10. Change sensitivity for form field snapping and nudging

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  11. Automatically clear read inbox

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  12. Send via SMS: show phone number in audit trail

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  13. Auto-update pricing tables and quotes in templates if product catalog is updated manually

    52 votes

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    7 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) 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!

    Anonymous supported this idea  · 

  14. Get document recipient links via API

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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  15. Report for all sent and all contracts that have been signed as a ratio and will show in a graph

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  16. Option to make product fields in catalog required

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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  17. Ability to edit the installment date after the 1st payment has been made

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  18. Option to populate name of an uploaded image into a custom variable

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  19. Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  20. Send document using 3rd party email

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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