160 results found
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Move "Create Document" button in Hubspot Above the document list.
As of now, the "Create Document" button is in the very bottom of PandaDoc module in Husbpot.
So in cases when there are too many documents per Husbpot Object - user has to scroll down through all of them to be able to click "Create Document".
Would be great to have this button moved up - above.
18 votes -
Smart Content with "OR" conditional rule, when using variables
When using Smart Content with conditional rules, would like to have the ability to have another rules "OR" that I can combine with "IF" and "THEN".
22 votes -
Microsoft Word Import Improvements
There are a considerable amount of improvement to the Word import option that could enhance PandaDoc customer experience. Firstly, when pulling in documents from Word, customers lose the ability to retain the footer in each section. While setting up a new footer is relatively easy, doing it a hundred times over is tedious and a time-suck. There's also the case where certain items coming in from word just simple don't pull into PandaDoc. Such as the table of contents. There's a table of contents block, however when importing, this is removed completely. Similarly, whenever importing a document that contains a…
3 votes -
Enhance the visibility of the "Log Out" button
The "Log Out" button in the new interface is difficult to locate.
2 votes -
2 votes
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User Interface will also reflect in PandaDoc email notifications
The ability for user interface language set in PandaDoc will also reflect in PandaDoc email notifications.
2 votes -
Custom field under contacts
Ability to add a custom field in the contacts section.
They would specifically add a section for claim#'s and job #'s.
2 votes -
Greater or Less than logic in smart content
The option to use > and < when defining Conditional Logic for Smart Content.
17 votes -
search bundled documents
Unlock functionality to be able to search document titles or information within bundled documents
1 vote -
Creating a way to send documents to multiple people via link that doesn't require an email address to be entered.
We have clients who don't provide us with any of the emails of the enrolled participants in our program. However, we need them to sign our documents. DocuSign has a feature that solves this (PowerForm) that I have used previously.
3 votes -
Stripe Invoice
Ability for Stripe to produce invoice
3 votes -
Auto reminders to count business days not calendar days
Have the auto reminders count business days not calendar days. No weekends being counted.
3 votes -
The ability to change the default screen when creating a doc in Salesforce to Quick Access instead of My Templates
To have the ability to change the default screen that pops up when creating a new doc in Salesforce, to 'Quick Access'. Currently, the default screen is 'My Templates'.
1 vote -
Option to disable or customize the "Your team" field that appears when a user is joining an organization
Option to disable or customize this prompt (by adding custom team options) when a new user joins.
2 votes -
1 vote
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Global search
Have a global search bar that shows the results on all features with that Keyword (documents, templates, CLI, contacts, ...) just like the search from SFDC
1 vote -
Auto-scrolling feature with Notary
Is it possible to have an auto scroll feature that would give the notary/presenter to control what documents the borrower/client/recipient are viewing? This would make it easier to go through a document package so that the recipient is on the exact same page as the notary/presenter versus telling them where they should be.
2 votes -
Send documents from PandaDoc Contacts: Automatically assign template role
The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.
1 vote -
Individual Messages for Recipients
Please allow option to send individual messages to recipients when sending a document rather than having to use the chat function. We are required to inform our companies signor of the details of the contract before they sign in a short summary
1 vote -
Search in the Actions Required tab of Home page
Would like the ability to search within the Home screen sections, like the Actions Required tab.
5 votes
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