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  1. 9 votes

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    Yana Martynenko commented  · 

    The ability to put the smart content block next to another block (for now you can only put it above or below another block).

  2. 2 votes

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    Yana Martynenko commented  · 

    specification: hide Expired and Declined documents from Home

    Yana Martynenko shared this idea  · 
  3. 6 votes

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    Yana Martynenko commented  · 

    Reason for decline mentioned in the webhook/workato body.

  4. 13 votes

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    Yana Martynenko commented  · 

    If the the creator of the document is approver, the document is getting auto-approved.

  5. 6 votes

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    Yana Martynenko commented  · 

    Preserve Sequence Number in the name when documents are being bulk downloaded.

  6. 23 votes

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    Yana Martynenko commented  · 

    In the scenario where 1) signing order is enabled 2) signer comes before the CC and 3) document is shared via link, there should be no 'X sent you document' notification for CC.

  7. 2 votes

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    Yana Martynenko commented  · 

    Link documents created in PandaDoc to default (except opportunity) and custom objects in Salesforce.

  8. 76 votes

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    Hi,

    Thank you so much for reaching out – 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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    Yana Martynenko commented  · 

    Update inforrmation in Salesforce based on the changes in the PandaDoc document.

    Yana Martynenko shared this idea  · 
  9. 389 votes

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    Hi, 

    Thank you so much for reaching out – 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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    Yana Martynenko commented  · 

    Toggle to turn on/off the currency.

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    Yana Martynenko commented  · 

    Russian ruble in the pricing should look like 1,000₽.

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    Yana Martynenko commented  · 

    Change the quantity of decimals (Ev2).

  10. 100 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 it is on the roadmap and we will begin working on it soon. We will be communicating updates through our product newsletter, via an alert inside PandaDoc, and here on our idea portal. Stay tuned!

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    Yana Martynenko commented  · 

    Ability to preserve initial HubSpot number formatting when passing number to PandaDoc through variables. Current flow:
    HubSpot initial value 10,000
    How it reflects on the PandaDoc side: 10000.00

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    Yana Martynenko commented  · 

    Environment: Hubspot integration, Contact object, Date of birth field.

    Make this field pass the correct data even when its type is set to date.

    Yana Martynenko shared this idea  · 
  11. 20 votes

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    Yana Martynenko commented  · 

    The ability to check all the document for account (without logging into each workspace).

  12. 136 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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    Yana Martynenko commented  · 

    1. Link in the document that lead to the attachment
    2. Download attachments with document PDF

  13. 37 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.

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    Yana Martynenko commented  · 

    Import info from PandaDoc to Zoho.

  14. 7 votes

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    Yana Martynenko commented  · 

    Ability to forward the document to a recipient of the document.

  15. 26 votes

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    Yana Martynenko commented  · 

    Allow the person to sign the document and then forward it to another person to sign saving the signature field and the fields signed on the first signer.

  16. 26 votes

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    Yana Martynenko commented  · 

    Update variable info (role variable) in PandaDoc documents automatically (once it is changed in contacts).

  17. 18 votes

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    Yana Martynenko commented  · 

    Set the expiration date before sending the document.

  18. 13 votes

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    Yana Martynenko commented  · 

    The option to
    1) transfer pricing table on the following page
    2) save pricing table headers on all the pages

  19. 200 votes

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    Hi,

    Thank you so much for reaching out – 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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    Yana Martynenko commented  · 

    Conditional logic.

    Situation: contract, several pages.
    The client selects options on page X and they are automatically illustrated on page Y.

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    Yana Martynenko commented  · 

    The option to set the tax automatically depending on conditional factor.

  20. 131 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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    Yana Martynenko commented  · 

    Smart tokens
    1) the token that illustrates the price of a specific product;
    2) Can plus to each other and sum up to be the same as total amount in the pricing table.

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