6974 results found
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Option to have a full template view within the platform
The customer would like an option to view the full template, including both the template name and content, in a way that fits smaller screens.
2 votes -
[Quote Builder] Transfer data functionality
Being able to use Quote Builder with Transfer Data functionality.
14 votes -
Sharing multiple content library items across workspaces
Being able to share more than one content library item across workspaces
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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Conditional questions in Smart Forms
Is there a way on smart forms to show or hide subsequent questions based on the answer to a previous question? This would be setting up conditional logic for the questions in Smart Forms.
3 votes -
Ability to add a meeting link (hyperlink) to the document email body
Ability to add a meeting link (hyperlink) to the document email body
4 votes -
Encryption and Security of Forms
Ability to secure forms with passwords/ sms verfications/ email verifications
8 votes -
[Quote builder] Ability to change the background color for each product
Ability to change each individual background color for quote builder
10 votes -
Adjust/ change payment schedule after signing.
It would be great to have more dynamic options to adjust payments schedule.
1 vote -
Audit Log: Track Account Ownership Change
Add account ownership changes to the audit log.
3 votes -
Open a calendar when click on a date variable
Option to click on the [Contract Start Date] and get a calendar. then, if possible have [Contract End Date] auto-populate based on start date + contract term
3 votes -
Allow Auto-numbering in regular tables
Allow Auto-numbering to be used in regular table. This is useful for testing documentation (such as Factory Acceptance Test Protocols) where each row needs separate, automatically generated, test reference number.
1 vote -
Manage Recipient Groups
Would like the ability to manage recipient groups from the Contacts tab rather than having to dive into a document. Something like the attached.
2 votes -
HubSpot Syncing on Contact Records
Currently, the PandaDoc and HubSpot integration only functions at the Deal level. We need this to sync not only at the Deal level but also at the Contact level. For example, the automation currently only attaches the completed file if the document was sent through a Deal, but it does not work when sending documents from a Contact record.
2 votes -
Scroll option in text fields with limited width.
If text field width is not long enough to enter required data when using field validation, allow that field to scroll to enter full data but not resize text box due to limited space on form.
2 votes -
Option to route all email notifications to any selected email
The only option to share email notifications to a (Shared email) is to add the email to a cc on the template/document level. I would be nice to have an option to select where the email notification will be received. Like a shared email address
2 votes -
2 votes
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Show Workspace Names for Users under All Users
Rather than displaying how many workspaces a user is party to under Settings > All users, please show the name of the workspace so it is easy to locate their files.
1 vote -
All users tab: show user roles
Please show the user roles assigned in the user list.
1 vote -
Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"
Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"
This is confusing to some customer.
3 votes -
Update HubSpot Property With a Custom Value When Document Status Changes
A feature that automatically updates a HubSpot property with a custom value when a document’s status changes. For example, when a document is marked as "Completed," a specific property should display "YES," even if this value isn’t present in the document itself.
3 votes
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