4076 results found
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4 votes
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negative margin in pdf
Content with Negative Margins shows up in a pdf, instead of being absent.
1 vote -
Cisco WebEx
Integration with Cisco WebEx
1 vote -
About Send Document
Create Subject and Message Based on User Role
like I have two roles i need to send different message and subject1 vote -
Allow limiting of invite
Limit invite feature on documents, so recipients can't invite to collaborate.
2 votes -
Set Placeholder Defualts
Have the ability to customize the default placeholder value for fields.
5 votes -
Automatically add initials to a document
Right now, I have to add initials on a document manually on every page which costs me so much time for contracts that are 30+ pages long.
22 votes -
Pass address fields from Freshsales to Pandadoc
When you select the Contact while creating the doc in FreshSales via the Panda Integration, it pulls in what you said....so they just need to added address fields....thanks!
8 votes -
Allow upload image as an option for Available initials types.
It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.
8 votes -
Quickly switch between multiple taxes for different regions
when creating a new proposal we would want to be able to store and choose from various tax rates in the pricing table before we send it to the client. For example, I can be selling the same service but need depending on location, there can be up to 5 different tax rates that we need to include. It would be great if at the tax box in the pricing table we could choose the appropriate rate from a drop down rather than have to modify the rate for each proposal.
2 votes -
[Integration] Content management system
Connect PandaDoc Content library with an external repository to pull content from a 3rd party provider.
2 votes -
Ability to download PDFs with all the pictures in the document!
I need to be able to download PDFs with the pictures, that my client has kindly uploaded, visible. Currently when I download a PDF all I see is links or names of the files instead of the actual photos.
2 votes -
Make it easier to open documents in the actual PandaDoc app
I often find myself viewing a document through another application (e.g., opening an email link or using the Chrome extension from Gmail or Copper) and then needing to work on it in the PandaDoc application - but to do that, I have to open a new tab, login, and find the document. These extra steps are tedious (and can take awhile on weak internet connections), and it seems very unnecessary. Thanks for considering this!
3 votes -
Signature Forwarding via link
At present document forwarding and signature forwarding can only be done by pandadoc email, even if the original recipient was sent it via a link. This suggestion is to allow the forwarder to generate a new link for the person they are forwarding to.
This is needed because of 2 problems with email sending
1. Email deliverability - people use links to send documents because they don't want to risk their document getting spam filtered, which can happen quite frequently and unpredictably. As signature forwarding only has a pandadoc email option this means the original email will get through, but…3 votes -
Keep roles of Content Library Items when added to documents
Possibility of having document roles to keep role assignment when CL items are added
2 votes -
Multi-year contract - ability to reflect discount recovery per year
For customer success: would like the ability for a multi-year offer multiple years and on the following year, a discount recovery would reflect per year.
2 votes -
attachment location
Would like a separate section for attachment instead of the audit trail. Billing does not know to look in the audit trail to find the signed agreement after it's been uploaded and changed manually to completed.
2 votes -
Approver can reject the document and then the previous recipients adjust the document to get approve again
the below shows an example
Recipient A: fill in the price
Recipient B: fill in the remark
Approver: reject the document due to the price, then recipient A can adjust the price and get approval again2 votes -
Upload Consensus video in PandaDoc
Have the option to upload videos from Consensus into PandaDoc
3 votes -
1 vote
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