7436 results found
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Add configurable rules for variable names within a Template
Template creators may want to restrict the variable names that would be eligible within a template.
Desired level of the rule would be at the Workspace level, to apply to all of its templates.
Desired rule would be a white list of allowable names, with import/export features to ease maintenance.
9 votes -
landscape AND portrait mode support in same doc (when uploading)
We have several companies that provide quotes in landscape mode. Our proposal and several other docs are in portrait mode, so we need for PandaDoc to recognize when a page is in landscape or portrait upon upload and allow for those to be in the correct orientation (OR allow us to rotate any page, whatever can get this to us faster). I understand I can separately add landscape docs to docs that are in portrait, but this adds another step for us right now since these are uploaded in the same file.
6 votes -
Ability to customize system variables like the document reference number
Ability to customize system variables like the document reference number
11 votes -
Document sequence number token appears in template name when creating a document through HubSPot
Currently the document sequence number only appears in template name when creating a document from PandaDoc but not when creating it from HubSpot. We identify templates according to the sequence number so having this number appearing in the template name whatever way you access it is very important to us, because all our employees create documents from HubSpot.
1 vote -
Restrict download bundle as separate files
A way to disable the option to download bundled documents as separate files. So as a result, all users can only to download the bundle as single files by default.
1 vote -
Shorten the length of fillable fields
The ability to shorten the length bypassing the current length limitation of fillable fields.
2 votes -
2 votes
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2 votes
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Group content blocks
Group different content blocks together to drag and move them around easily. For example, if you have a half-page layout that you want to duplicate and move to another page while keeping the current margins, spacing, order, formatting, etc., you can group the content pieces together then duplicate and drag the entire block to a new location.
17 votes -
Make: keep the field empty in case there is no value to pass
Option to keep the field empty in PandaDoc document in case there is no value to pass. For now, in case the mapped value is available, it will be passed to the field in PandaDoc document. If there is no value, it will appear as "undefined".
2 votes -
Master workspace templates for franchise and partner roll out.
Would like to copy the workspaces and templates to another franchise.
ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templatesThis could be scaled for enterprise accounts as they roll out to franchises and partners.
3 votes -
Pipedrive: map additional discount to the total discount in pricing table
Option to show additional discount from Pipedrive in the total of the pricing table in PandaDoc
1 vote -
Check if recipient made a screenshot of the document
Option to check if recipient made a screenshot of the document
1 vote -
Editable dropdown for the recipient
Option for the recipient to adjust values in the dropdown as well as select the option
1 vote -
2 votes
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Pre-fill a text field with a variable
Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.
8 votes -
Customize signature certificate design
Option to add approval info to the signature certificate, for example, "Read and approved"
53 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Being able to restrict editing some variables
I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.
1 vote -
More formatting options for pricing table cells. (see description)
Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.
9 votes -
Option to have filter by user in the Document Activity (Dashboard)
- Will allow the user to filter by user in Document Activity [Home]
2 votes
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