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  1. 38 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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    Savannah Faulkner commented  · 

    Workaround: You can send yourself a link to the form, fill out the initial prompt to gain access to the form. You do not need to fill in the rest of the form. Then you can navigate back into your PandaDoc account and find the document that was just created, it will be in sent status, select Actions at the top of the screen, and select Edit document from the drop-down. You can then remove the variables that were filled in. You can then download that as a PDF.

    Savannah Faulkner supported this idea  · 
  2. 7 votes

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    Savannah Faulkner shared this idea  · 
  3. 15 votes

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    Savannah Faulkner supported this idea  · 
  4. 54 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:

    - Quote Builder

    - Quote data fields

    - Quote rules

    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.


    If you need help with the setup, please reach out to your Account Manager or PandaDoc support team.

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    Savannah Faulkner commented  · 

    Calculate total for multiple pricing tables

    Savannah Faulkner supported this idea  · 
  5. 2 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!

    Savannah Faulkner shared this idea  · 
  6. 27 votes

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    Savannah Faulkner supported this idea  · 
  7. 42 votes

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    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.


    Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.


    Please feel free to schedule a time with me here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Looking forward to our conversation!

    Thanks, Alex

    Savannah Faulkner supported this idea  · 
  8. 43 votes

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    Savannah Faulkner supported this idea  · 
  9. 8 votes

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    Savannah Faulkner supported this idea  · 
  10. 16 votes

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    Hi Pandas,

    I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.


    We're aware of some existing limitations and are currently developing solutions to address these issues.

    Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

    https://calendar.app.google/pHa6Xud82oexdoyv6


    During our discussion, we can explore these proposed solutions and gather your feedback.


    Looking forward to your input and working together to enhance your experience with our integration.

    Thanks, Alex.

    Savannah Faulkner supported this idea  · 
  11. 47 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!

    Savannah Faulkner supported this idea  · 
  12. 10 votes

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    Savannah Faulkner supported this idea  · 
  13. 75 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!

    Savannah Faulkner supported this idea  · 
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    Savannah Faulkner commented  · 

    Prevent the approval workflow from triggering again when changes in the document were made (for example, quantity of the products)

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    Savannah Faulkner commented  · 

    Allow approvers to make edits or suggest edits at the approval stage

  14. 18 votes

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    Savannah Faulkner supported this idea  · 
  15. 14 votes

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    Savannah Faulkner supported this idea  · 
  16. 43 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!

    Savannah Faulkner supported this idea  · 
  17. 18 votes

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    Savannah Faulkner supported this idea  · 
  18. 2 votes

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  19. 4 votes

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  20. 78 votes

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    Savannah Faulkner commented  · 

    For Forms as well

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    Savannah Faulkner commented  · 

    Would like the option for Managers to receive an email notification once documents created by other team members have been viewed and signed.

    Savannah Faulkner supported this idea  · 
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    Savannah Faulkner commented  · 

    Would like the option to send notifications about comments and when each signer signs to the CC'd recipients.