6612 results found
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[Pricing table] option to divide Name column
The option to divide Name column, so you will be able to create 2 separate columns: 1. Name of the product with description 2. Image of the product
2 votes -
Give users who cannot edit ability to import from CRM
When a user is blocked from directly editing a document, they are also blocked from importing data from the CRM. THis is to suggest an option so these users can import, without being able to directly edit.
3 votes -
Save all shared templates to different workspace in bulk
You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.
3 votes -
Payment Options Mail a Check
The client wants the recipient to have the option to check off Mail in a Check or pay via Credit Card.
4 votes -
Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).
Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).
6 votes -
Ability to use HubSpot Custom Objects to pull information into PandaDoc.
Ability to use HubSpot Custom Objects to pull information into PandaDoc.
19 votes -
Download signature created or uploaded in PandaDoc account onto devices.
Download signature created or uploaded in PandaDoc account onto devices.
3 votes -
Fill column color (change column background color)
Fill column color (change column background color)
select entire column and change the background color all at once instead of 1 cell at a time.3 votes -
Clickable URLs from Salesforce
Ability to pass clickable URLs from Salesforce fields into PandaDoc fields
3 votes -
Allow recipient to download, edit, and then upload document
For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.
1 vote -
Copy Smart content Templates between workspace
We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save
19 votes -
Enable automatic creation and sending of recurring invoices
Add a feature to generate and send recurring invoices to customers on subscription/recurring payment arrangement
2 votes -
Add numerical value to a drop down or with a radio button to generate a score.
"I was wondering if I could assign a numeric value to a question in either a drop-down or with a radio button to create a score? Marketing survey style?" - johnny.kinnaird@workspan.com
2 votes -
2 votes
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Collect completed documents from recipient via link
The ability for the Sender to collect the completed document from the recipient via a link.
1 vote -
Download more than 300 documents at one time
Right now, the recommendation is 200-300 per this HC article: https://support.pandadoc.com/hc/en-us/articles/360025472913-Manage-your-documents-templates-and-Content-Library-items#h_9d8b6eb6-bddb-4944-ae6f-934cfdbe6674
Can we increase that number? For example, a client bulk sent 2,000+ documents and would like to bulk export the signed PDF documents in one download.
1 vote -
"read aloud" feature
To have a native "read aloud" feature which reads everything on the document
1 vote -
Create Multiple Folders with Subfolders at Once
The ability to create folders and subfolders in bulk when organizing documents would be really useful. Right now you have to create the folders one by one.
3 votes -
Ability to rename a theme without saving a new one.
Ability to rename a theme without saving a new one and deleting the old one. Having this option would allow us to change the name of a theme without having to change the defaults on templates, in Settings, etc.
2 votes -
Access PandaDoc using API key of non-active workspaces
When some workspace is active, an option to access PandaDoc using the API-key of other non-active workspaces.
1 vote
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