7239 results found
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Greater or Less than logic in smart content
The option to use > and < when defining Conditional Logic for Smart Content.
23 votesHi. 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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Delete prompt message
The ability to receive a prompt message first before it deletes the entire content or table.
1 vote -
Conditional logic for numbered list
I'd like to have automatic numbered list with a conditional logic. For instance, if the person is a company, Paragraph 3 should be deleted, so Paragraph 4 becomes Paragraph 3.
1 vote -
3 votes
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Streak CRM
integration and automations with Streak CRM
2 votes -
Option for Email Aliases
Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.
15 votes -
Gmail integration: import a non-pdf
import non-PDFs through the Gmail plug-in
1 vote -
Gmail extension: Create documents
I just installed the GMail extension, but it only works if there is a PDF attachment in the email. Could you add a feature to be able to generate documents from the plugin?
1 vote -
Option to let a recipient choose one of the quotes in a document
Option to let a recipient choose the whole quote if there are any in a document
2 votes -
password for downloaded pdf/docx
Will allow the user to set a password on the downloaded completed document
3 votes -
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 -
Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template.
Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template
1 vote -
Start document sequence numbering from 0
Start document sequence numbering from 0
1 vote -
Stamp instead of Signature Certificate
Can we have a stamp instead of certificate page. We have to upload signed documents to State website and currently we are uploading along with the certificate. If we can have stamp on the document by signatures with a certificate number on it and if needed in future we can access the certificate with that number, this way we don't have to upload a certificate with each and every document.
3 votes -
Ability to have IT not use a license
We have a new IT firm that will creating users for all of our portal (i.e. PandaDoc) when we have new hires. I want to give them admin access to our account with using any of our open licenses.
3 votes -
sending another document based on recipient's chosen product from initial document that was sent
A document will be sent to the recipient; the recipient will choose a product; another document will be sent to the recipient related to the product they had chosen.
2 votes -
Easier way to send reminders
- will allow the user to have the option on manage and action button using the ellipsis
2 votes -
[Integration]: Go High Level CRM
Add the CRM Go High Level to PandaDoc
11 votes -
Send documents in Zendesk Support without being redirected to the PandaDoc website
The ability to send documents created via the Zendesk Support integration in the Zendesk view without being redirected to a PandaDoc web window.
1 vote -
Autofill with custom date (more than 365)
Allow more than 365 days to autofill date field
1 vote
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