7438 results found
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Generate Editable Documents in Slack Similar to CRM
Generate editable documents in Slack similar to how a CRM integration works.
1 vote -
delete a workspace or archive a workspace
delete a workspace or archive a workspace
64 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! -
Ability to increase the number of decimals within product catalog
Ability to increase the number of decimals within product catalog
6 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!
[Hyperlink]
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Access and complete the form without entering any information or email address
I sometimes have contacts that don't have email addresses, I can't seem to enter a contact without one? I need to complete the form and then PDF it and send it by post. Is this doable please?
23 votes -
Ability to set up a deadline for payment or payment reminder.
Ability to set up a deadline for payment or payment reminder.
3 votes -
to disable adding the emails that have been added in CC to the HubSpot contacts
if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.
The client wants to disable this feature.
11 votes -
Assign specific fields when create doc from PDF form fields via API
Have an option to assign only several fields to the role when create document from PDF with form fields via API. Currently all fields need to be assigned to the role (recipient).
1 vote -
Default View for Catalog
Ability to set up a Default view for the Catalog, that way user can set up their own view and customize it to their liking so that it would show up the same every single time, they want to customize it by name or by item, item description, region, etc.
1 vote -
Ability to set document layout for all the uploaded documents.
Ability to set document layout for all the uploaded documents.
9 votes -
3 votes
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Customize Start / Finish button text
We'd like the ability to customize the button text. For example "Submit Contract" or "Accept".
8 votes -
Review Widget (G2, PeerInsights, Yelp)
Have a content block that allows customers to connect to reviews websites (G2, Gartner PeerInsights, Google, etc), filter by their business and have content dynamically appear in documents according to certain rules (eg. no bad reviews). Something like what this vendor is offering: https://elfsight.com/widgets/
1 vote -
API: generate session ID for Waiting for approval document
Option generate session ID for document in Waiting for approval status
1 vote -
Transfer documents between CRMs - Pipedrive and Hubspot
The option to reconnect/transfer all the PandaDoc documents from the Pipedrive deals to Hubspot deals.
1 vote -
4 votes
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Conditional placeholder value based on CRM value
Conditional placeholder value based on CRM value
- customize placeholder value based on a condition value from CRM3 votes -
Embed signature image in the document
Embed signature image in the document and allow it to be valid on the Signature Certificate.
3 votes -
PandaDoc integration with Copper Mobile App
PandaDoc integration with Copper Mobile App
1 vote -
Edge Browser Signature Verification for Pandadoc PDFs
This is really a Microsoft issue, but maybe you have a way to ask them to improve the Edge browser.
Microsoft Edge browser displays digital signatures on their PDF viewer now, but Pandadoc signed PDFs show that they can't identify the signer and the signature can't be verified.
Would be nice if you can work with them to have Pandadoc signatures verified as more businesses will use Edge as the default PDF viewer now that it has editing.
1 vote -
Maldivian Rufiyaa (MVR) as available currency
The option to choose the Maldivian Rufiyaa (MVR) currency in the PandaDoc pricing table.
1 vote
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