7615 results found
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Ability to enable tracking ID/unique ID for each page of the document
Tracking IDs on pages make it easier to match specific sections to a version or approval sequence and helps verify the authenticity and integrity of each page, especially when documents are printed, shared offline, or used in litigation.
2 votes -
Allow setting of Email Subject (not just message) for Email Templates
Allow users to set an email Subject along with the email message for Email Templates
2 votes -
Zoho 2-way sync: update fields
We really want to be able to update deal or quote fields with what they fill out on the deal, this is helpfull for are team to know if billing or shipping change on the quote. Without it our teams needs to manual check with what they have inputed in.
1 vote -
A way to "escape" the interpretation of square brackets ([]) as Variables via the API
The ability to "escape" the interpretation of square brackets ([]) as Variables via the API.
1 vote -
Change background color in rooms
Ability to change background color in rooms.
4 votes -
Autofill the signature field with previously used signature by the signer
the customer needs that the signature field is pre-filled if the recipient has signed their documents before. Ability to store the manually drawn signatures specifically is needed.
5 votes -
Batch Document Creation for Multiple Clients via CRM Integration
Create a separate document for each of multiple clients at once via the CRM integration
2 votes -
Automate Canceling/Deleting/Expiring Documents from Salesforce with Status Sync to PandaDoc
Add Salesforce-to-PandaDoc automation triggers that allow Salesforce field changes to automatically update PandaDoc document status
2 votes -
Autovalidation of minimum field size
Date fields (or any field type) should not be resizable smaller than the minimum required to display the data. It does not make sense that I can add a date field, but size it small enough that I can't actually read the date. If the field requires entering the day, month, and year to the field, I should not be able to de-size the field to the point that I can't see part of that date.
Otherwise, if there are use-cases where de-sizing it and obstructing the field is useful, there should be a lock/unlock option on fields so you…
1 vote -
Ability to connect any Workspaces to another SF org
The current build is that you can only connect any WS under one (1) PD org to 1 SF org. If there are other SF org, then the client will have to purchase another PD account.
It will be great to be able to connect any PD WS to any SF org
1 vote -
Allow user to pass document validity period from Salesforce
We have to set the quote validity on the document so the customer is aware. We have a standard document expiration time on our templates. However, the salesperson can change the validity as the need arises. So if they change it from the standard, the validity promised to the customer and the validity on the document will not be consistent.
We try to limit the number of changes a salesperson has to make on a PandaDoc document once generated, to help save them time. Asking them to remember to change the document validity on the PandaDoc document does not work…
1 vote -
CPQ Workflow - ability to delete workflows under My Workflow items
Delete/remove "test" workflows within our environment that are partially complete.
4 votes -
Prevent HubSpot Percentages from Converting to Decimals in PandaDoc
HubSpot variables in percentage format to retain their original formatting when pulled into PandaDoc. Specifically, if a property in HubSpot is displayed as 3%, it should appear exactly as 3% in the PandaDoc document, not converted to its decimal equivalent (e.g., 0.03).
5 votes -
[Word Export] Quote builder shows hidden fields in Word export
Downloaded PDF version of PandaDoc matched what is in PandaDoc, however the word version included fields that were hidden in the quote tool and created a bunch of formatting issues
2 votes -
Greenhouse integration for Forms
Utilize Greenhouse integration in PandaDoc Forms too
2 votes -
insert PDFs at a specific location within a template
To be able to insert PDFs at a specific location within a template.
1 vote -
Reporting: Increase the date range for the Monitoring tab in Dev Center
Increase the date range, as we can only check up to 14 days in the Monitoring tab. A year range would be ideal, as account cycles are Annual.
1 vote -
Feature that disables the download option by default and automatically enables it once the document has been approved
Use Case: Users are required to generate documents that go through an approval workflow before being sent to customers. However, some users bypass this process by downloading the document immediately after generation and sending it outside of PandaDoc.
Ideal solution: Introduce an automation or developer-mode feature that disables the download option by default and automatically enables it once the document has been approved.
8 votes -
Add a Logo to Custom App
Ability to add a logo to a custom app from the Dev Center.
1 vote -
Manage Approval Groups Centrally
Please make it possible to manage approval groups from a central location.
We have 50 templates that have the same approval group. If an approver needs to be added or removed, you need to enter each template, and amend individually the approver groups.
It would be ideal to be able to simply apply an approver group per template or folder of templates.
2 votes
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