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  1. 33 votes

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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) commented  · 

    cost profit margin to be available in Quote builder

  2. 45 votes

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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, documents can be automatically sent after document completion with the use of our automations.

    We hope this releases 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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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) commented  · 

    I was wondering, is there a way that after our client signing a document. they will get automatic pdf containing instruction on what to do next ? instead of the signing certificate

  3. 259 votes

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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) commented  · 

    Integrate Grammarly in PandaDoc

  4. 40 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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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) commented  · 

    option to center, right, or justify alignment of texts for Fields

  5. 2 votes

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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) commented  · 

    bulk change user's email address in an account

  6. 3 votes

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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) shared this idea  · 
  7. 6 votes

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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) commented  · 

    I am wanting to see how many items we are selling each month within a quote. For instance, we have quotes for machines, but within each machine quote there are optional accessories that the customer can purchase. I am wanting to know the amount sold for each accessory per month. I need this data to get a better idea of how many of each accessory to keep in stock. Please let me know if this is possible.

  8. 107 votes

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    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) commented  · 

    pass number/currency type format from HubSpot to PandaDoc. Currently, when you use number type with Currency formatting, the currency and decimal points is omitted.

  9. 14 votes

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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) supported this idea  · 
  10. 183 votes

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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) commented  · 

    Add SecurePay as payment option

  11. 6 votes

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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) commented  · 

    Remove the Next button navigator when signing the document

  12. 62 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:

    - You can use Conditional Content to pass images as variables. Please see more here.

    - Passing images is also available via Pricing table or Quote Builder. Check this link for more info.

    If you need help with the set up, please feel free to reach out to our Support team for assistance! 

    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.

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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) commented  · 

    [Hubspot] pull images/logo from Hubspot to PandaDoc

    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) shared this idea  · 
  13. 285 votes

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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) commented  · 

    Reactivate an expired document without editing it

  14. 93 votes

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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) commented  · 

    Add whole document into another document instead of per pages

  15. 55 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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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) commented  · 

    change background color of the grey area. background outside of the document

  16. 23 votes

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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) commented  · 

    import fields from one template (uploaded pdf) to another. Like a content block that you can save in Content library. Ability to import the field to another template

  17. 333 votes

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    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) commented  · 

    auto-numbering of Heading continues after page break

  18. 120 votes

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    Hi,

    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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    AdminAlvin Jorge PandaDoc (Admin, PandaDoc) commented  · 

    track down which fields have been filled out by the recipient.