7585 results found

1. margins - entire page or document/template

   margins - option to apply margins across entire page or document/template

   2 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:

   Changing Page Margins

2. Superscript in Product catalog

   Option to have superscript in the Product catalog

   2 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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3. Zoho trigger status for expired documents

   Currently, if I set up a Zoho CRM automation so that when the contract is completed or declined, it changes the Deal status in Zoho CRM. LOVE IT! Huge fan! Is it possible to add a similar function to when the document expires? Currently the only two options are "Completed" or "Declined" on the Pandadoc side of the integration? Thank you!

   2 votes

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   0 comments  ·  Automations  ·  Delete…  ·  Admin →
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4. Ability to copy an image from Excel and add it to the image block

   Having the ability to copy an image from Excel and add it to the image block without heavily impacting image quality.

   2 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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5. Import Form Selections from CSV Upload

   If there was a way to upload the selections for multiple choice fields in forms rather than manually upload — we have one form with a ton of listings that have to be manually added & removed - being able to import a CSV list would be helpful.

   1 vote

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   0 comments  ·  Forms  ·  Delete…  ·  Admin →
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6. MS Teams: all users' notifications

   Option to see all users' notifications from all workspaces within MS Teams

   2 votes

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   2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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7. Duplicate document within PandaDoc panel/widget in Salesforce
   4 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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8. Template on PD mobile app

   Customer would like the template to be accessible in the PandaDoc mobile app in their iPad

   5 votes

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   0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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9. MS Dynamics: automatic template selection based on data fields

   Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)

   2 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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10. Automations for Salesforce CPQ

    Option to have Update opportunity status when PandaDoc status is updated automation when using Salesforce CPQ

    3 votes

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    0 comments  ·  Automations  ·  Delete…  ·  Admin →
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11. Automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    5 votes

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    1 comment  ·  Automations  ·  Delete…  ·  Admin →
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12. Usage Reporting for Content Library Items

    A feature that provides statistics on usage and which templates/documents each content library item has been used in.

    10 votes

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    1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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13. manually change document status - viewed to paid

    option to manually change document status - viewed to paid

    9 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. Ability to remove entire recipient groups
    1 vote

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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15. Option to summarize values passed to variables and display as another variable
    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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16. Option to attach mp3 file to the document
    1 vote

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Option to pass a value to the 'Additional Multiplier' column in the pricing table when creating a document from Zapier
    1 vote

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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18. HubSpot 2-way sync: Update Contact properties when the document status changes
    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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19. Custom Role: ability to create documents only from shared templates in document wizard

    Custom role permission:
    I would like the user to ONLY be able to create a document from a shared template in document wizard, but not access the templates page.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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20. Option to switch off "Collaborator requests access" notification for Admin users

    Option to switch off "Collaborator requests access" notification for Admin users.

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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