5384 results found
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Delete attached file that was upload via manual status change
Ability to delete the attached file from Audit Trail that was uploaded via manual status change
2 votesLindsey Schocke responded
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Smart Content to Support Drop-down values from variables
For the Smart Content to pull drop-down variable values once the latter gets implemented.
8 votesValeryia Baranava responded
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1 vote
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[Catalog] Ability to upload image via API instead of using the image URL
Ability to upload image via API instead of using the image URL.
2 votes -
[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 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 -
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 -
Hidden Variables: use on documents for internal integration usage, yet be hidden from signers.
Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.
13 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 -
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 -
Ability to add options to the dropdown field via uploading an excel file/google sheet.
Ability to add options to the dropdown field via uploading an excel file/google sheet.
2 votes -
Ability to save smart content/smart content rules (Сontent library for Smart content)
Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.
26 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Date variable calculations
Option to have date variable calculations, for example, auto-populate a date one year from the document creation date
23 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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[Pipedrive] Show the documents of the workspace the user belongs to only
Show the documents of the workspace the user belongs to only (for now we show documents across the whole organization - even from workspaces the user doesn't blong to).
1 vote -
Ability to receive notification emails for how many documents are awaiting your signature (in the inbox).
Ability to receive notification emails for documents that await your signature (in the inbox).
Specifically, an email that says how many documents are awaiting your signature, how many you have signed, links to those documents that need signed (if possible).
1 vote -
Document UUID metadata in PDF
Add document uuid to the PDF downloaded.
1 vote -
Recipients able to click on hyperlinks on a sent document without having to download PDF
For example, a PDF is uploaded into PandaDoc with hyperlinks. I can click on the hyperlinks in the editor. Once the document is sent, the recipient is not able to click on the hyperlinks unless a PDF of the sent document is downloaded.
5 votes
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