7351 results found
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Ability to track/report anytime an internal user generates a PDF from a pandadoc template they are creating
To have the option to report on or track anytime an internal user generated a PDF from PandaDoc template.
2 votes -
Link CRM products to Catalog
Option to link products from CRM to the Catalog in PandaDoc. So you can select CRM products in the pricing table the same way you select products from Catalog.
1 vote -
1 vote
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Global search
Have a global search bar that shows the results on all features with that Keyword (documents, templates, CLI, contacts, ...) just like the search from SFDC
1 vote -
Ability to remove the green arrow sign for the volume-based pricing products.
Ability to remove the green arrow sign for the volume-based pricing products.
1 vote -
Automation that will send the document once the document has been purchased
Contract that automatically sends to all participants after purchase.
2 votes -
Web Forms Populating to PandaDoc
On our website, we have a form for prospective employees to fill out. This form includes their name and email address as well as whether or not a second signature would be needed (for minors). Once they fill it out, the form gets emailed to HR and they then use the information provided on the form and send our application in PandaDoc. Having the ability to automatically send the application would improve our on-boarding experience and free up time for HR to work on other projects.
1 vote -
API - Create document using multiple templates
Ability to create document using multiple templates
1 vote -
1 vote
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Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts
Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts
8 votes -
Option to assign users to view a specific template only
option to assign users to view a specific template only
6 votes -
When the Conditional field is chosen, to have OR option within conditional rule to choose the relevant test field
When the Conditional field is chosen, to have OR option within conditional rule to choose the relevant test field
9 votes -
Email attachment included on completed email sent on Form documents
Customer would like the email attachment feature to also work on the form document when its complete
1 vote -
Add content blocks via API that are not current available
The customer is interested in having the ability to add new content blocks via API that are not currently available in the platform editor.
1 vote -
Option to remove "completed on the audit trail during the status is awaiting for payment
the user has the Option to remove "completed on the audit trail during the status is awaiting for payment
1 vote -
MS Dynamics: pass HTML formatting to PandaDoc document
If the values passing from Dynamics are in HTML format, pass those values rendered correctly to PandaDoc, for now, the values are passed as plain text.
1 vote -
Disabling Multiline text
Option to remove or disabling Multiline text
1 vote -
Card Details field for Square
Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.
11 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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automation flow to create and send a document on a designated cadence.
Use-case: automatically create and send a recurring monthly invoice as a document to the same person.
1 vote -
1 vote
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