7438 results found
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Clickable URLs from Salesforce
Ability to pass clickable URLs from Salesforce fields into PandaDoc fields
3 votes -
Allow recipient to download, edit, and then upload document
For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.
1 vote -
Hidden Variables: use on documents for internal integration usage, yet be hidden from signers.
Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.
13 votes -
Enable automatic creation and sending of recurring invoices
Add a feature to generate and send recurring invoices to customers on subscription/recurring payment arrangement
2 votes -
Add numerical value to a drop down or with a radio button to generate a score.
"I was wondering if I could assign a numeric value to a question in either a drop-down or with a radio button to create a score? Marketing survey style?" - johnny.kinnaird@workspan.com
2 votes -
View all PandaDoc accounts billing a specific card
It would be really nice if there was a way to see how many accounts I am paying for with my card. Some way to locate duplicate accounts would be great.
2 votes -
"read aloud" feature
To have a native "read aloud" feature which reads everything on the document
1 vote -
Reporting on Users and Licenses
Be able to pull a report on users and their licenses
4 votes -
Create Multiple Folders with Subfolders at Once
The ability to create folders and subfolders in bulk when organizing documents would be really useful. Right now you have to create the folders one by one.
3 votes -
Ability to rename a theme without saving a new one.
Ability to rename a theme without saving a new one and deleting the old one. Having this option would allow us to change the name of a theme without having to change the defaults on templates, in Settings, etc.
2 votes -
Ability to add options to the dropdown field via uploading an excel file/google sheet.
Ability to add options to the dropdown field via uploading an excel file/google sheet.
2 votes -
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
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