167 results found
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PandaDoc desktop app
PandaDoc desktop app
5 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…
9 votes -
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.
19 votes -
Document Title as a system variable [Document.Title]
Similar to that of [document.sentdate] and [document.createddate] i am proposing the creation of a system variable that uses the document title so that it can be added into templates so that once you create a document so that you do not have to manually have to type the document title every time and risk having mistakes
3 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".
25 votes -
refresh table of contents
when sending the document - display option to "refresh the table of contents"
similar to when you send a document with variables empty - you are notified.
Please either automatically "refresh table of contents" or prompt to notify asking if use would like to Refresh.
3 votes -
Inhabilitar captura de pantalla
¿Habría alguna posibilidad de incorporar a PandaDoc el bloqueo de una captura de pantalla? Es decir, o bien que no lo permita o bien que el documento apareza en blanco.
Que solo sea posible su visualización al ser descargado una vez que sea firmado.
En el caso de utilizarlo con trabajadores para su devolución firmada, realizan captura de pantalla pero no devuelven el documento firmado.Gracias
Un saludo
1 vote -
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.
4 votes -
1 vote
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Label "Change Signer" to "Change Signer or Update Email"
If a recipient's email is typed incorrectly, having the ability to update the email address is a great feature that already exists. The label "Change Signer" could be more clear with the label "Change signer or update email".
1 vote -
Addressing Personal Email Storage in PandaDoc
Customer would like to have the option not to saved the email address and name of their recipient from their PandaDoc contact list
1 vote -
[Bulk Send] Send via SMS
We would like to be able to use Bulk Send with the Send via SMS feature.
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
3 votes -
Allow user role changes for more than one member at a time
Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.
1 vote -
Allow user role changes for invited users.
Currently we can't change the role of an invited user. If the incorrect role is selected we have to either wait for them to join the workspace and then change the role, or cancel the invitation and resent.
1 vote -
Stripe Invoice
Ability for Stripe to produce invoice
5 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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Greater or Less than logic in smart content
The option to use > and < when defining Conditional Logic for Smart Content.
19 votes -
update the auto-snapping feature
The autosnapping is not helpful and actually quite frustrating.
1 vote
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