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  1. 12 votes

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    AdminYana Martynenko (Admin, PandaDoc) 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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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    specification: hide Expired and Declined documents from Home

    AdminYana Martynenko (Admin, PandaDoc) shared this idea  · 
  3. 6 votes

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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Reason for decline mentioned in the webhook/workato body.

  4. 13 votes

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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

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

  5. 6 votes

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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

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

  6. 28 votes

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    AdminYana Martynenko (Admin, PandaDoc) 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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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

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

  8. 81 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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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

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

    AdminYana Martynenko (Admin, PandaDoc) shared this idea  · 
  9. 422 votes

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    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Toggle to turn on/off the currency.

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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

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

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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Change the quantity of decimals (Ev2).

  10. 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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    AdminYana Martynenko (Admin, PandaDoc) 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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    AdminYana Martynenko (Admin, PandaDoc) 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.

    AdminYana Martynenko (Admin, PandaDoc) shared this idea  · 
  11. 20 votes

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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

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

  12. 158 votes

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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

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

  13. 39 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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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Import info from PandaDoc to Zoho.

  14. 7 votes

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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

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

  15. 28 votes

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    AdminYana Martynenko (Admin, PandaDoc) 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. 27 votes

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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

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

  17. 18 votes

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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Set the expiration date before sending the document.

  18. 13 votes

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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

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

  19. 211 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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    AdminYana Martynenko (Admin, PandaDoc) 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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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

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

  20. 150 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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    AdminYana Martynenko (Admin, PandaDoc) 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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