4076 results found
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Additional permissions/settings for document status
Specifically designate when a document is completed by 1 signer but not the other(s) - currently both show in "viewed status"
2 votes -
Ruller for design
Ruller for blocks and images, so once you adjust it's size you can see exact size in pixels/mm/etc.
2 votes -
in pandadoc api, roles show as blank in document details when the template has role(s).
in pandadoc api, roles show as blank in document details when the template has role(s).
would be useful to show what recipients had which roles in document details
8 votes -
a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.
a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.
2 votes -
Field Cloning
I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.
3 votes -
GetHired
HR platform used for onboarding new employees. Would be nice to create documents from here and pull in the new employee info.
1 vote -
Ability to use half (.5) text font sizes
if I use 21 Px on panda it downloads as 15.5 Pt size in a Downloaded .docx
1 vote -
Editing documents in Zendesk Sell
PandaDoc opens in a new tab - rather than in the frame in Zendesk Sell for editing (or the link is generated and sent to make editing the documents easier and faster)
2 votes -
Product catalog to track the items stock
Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog
7 votes -
Notify that API key needs to be reset (Salesforce)
Notify the user to reset API key (SF integration) so that the triggers work correctly. For ex., the issue with attach PDFs to notes and attachments has been resolved twice via resetting the API Key. However, there was no notification for the user that the Key got expired
1 vote -
1 vote
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A button to "add rows" to a form template table.
Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.
1 vote -
Recipients list
Generate a list (CSV) of the recipients who have completed the proposal.
6 votes -
Automatic PDF attachments to emails notifying about a completed eForm
With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?
10 votes -
Retroactively Attach PDF in Salesforce Opportunity
Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.
4 votes -
multiple choice with Zapier
pull the information that client selected with multiple choice with Zapier
8 votes -
Google Slides
integration with Google Slides
6 votes -
Create editable documents from a PDF via API
It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.
4 votes -
7 votes
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1 vote
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