7353 results found
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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 -
Forms: send a document only when a form is completed
Do not create a document with responses in case a recipient does not complete a form
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 -
Automatically add text label for fields
Option to add automatically label for fields (next to them).
1 vote -
Document UUID metadata in PDF
Add document uuid to the PDF downloaded.
1 vote -
Kommo CRM
Integration with Kommo CRM
3 votes -
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 -
copy and paste the tables and pricing tables from PandaDoc to a word/excel files
copy and paste the tables and pricing tables from PandaDoc to a word/excel files without downloading the PandaDoc document as a word file.
9 votes -
Ability to adjust text fields size for sent document.
Ability to adjust text fields size for sent document.
2 votes -
Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.
Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.
9 votes -
View if completed document notification was sent to recipients.
Ability to view if a completed document notification was sent to recipients. Possibly added to the Audit Trail.
1 vote -
Option to restrict access to the workspace for the Account owner/Admin
Option to remove Account owner/Admin from the workspace
16 votes -
Inherit approval settings of Approved document into a template converted from it
Inherit approval settings of an approved document when it is converted into a template
2 votes -
Quote builder: notification when product was added by the signer
The ability for the document sender to receive a notification if the recipient added products using the quote builder.
2 votes -
Download CSV of Documents filtered by title
In the reporting feature, there should be an option to search all documents by their title and download a CSV list of those documents
1 vote -
2 votes
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22 votes
Hi. 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! -
Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable
Salesforce Rich Text Fields format copying
I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!
60 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Create a document from multiple objects in Hubspot
Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.9 votes
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