6417 results found
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Disable choosing cookies by the recipient
The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic
9 votes -
content library export
It would be great to have an option to export my content library
13 votes -
1 vote
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2 votes
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3 votes
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Link document multiple objects in CRM (Hubspot, Pipedrive, etc)
Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.
17 votes -
Mass Download "Collect file" field attachments
It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.
52 votesHi there! 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! -
Too Many Clicks
There is way too much clicking required for the salesperson to enter in fields. We have to click the field to get it active and then double click to edit. Its death by a thousand clicks. Also, there is no "tab" function to tab to the next editable field. We'd like to see the user experience improved by fewer clicking (go straight to edit mode) and ability to tab to the next fields.
1 vote -
Confirm with the client before we charge them when switching to paid plan after trial
Confirm with the client before we charge them when switching to paid plan after trial
1 vote -
The ability to conflicting themes to keep formatting.
For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.
2 votes -
2 votes
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Restrict downloading a PDF of a Form for recipients
Disable the ability for recipients to download forms
7 votes -
Allow global setting for metric units
All document units are expressed in inches - even where the document size is metric (A4!).
Allow a global setting alongside language localization to allow for metric measurements to be used, so page sizes and margins can be expressed in mm with the option per-document for this to be changed (though the latter probably not required).
3 votes -
Pricing Table: decimals editing on a cell level
to change the decimals on the cell level
4 votes -
System will fill out automatic HEX code
System will fill out automatic HEX code
1 vote -
Social media links previews to be branded as the company workspace, not PandaDoc
Able to preview a link with customized branding settings like logo and look and feel when shared in social media sites. Please add this option
We will be sharing links to proposals in messenger services like on LinkedIn. We want the preview to be branded with our company, not pandadoc.... where are the settings to customize the link preview and icons that show?
1 vote -
Different currency for Document Value and Pricing table
In case the pricing table and the document value has different currency, option to recalculate the document value in other currency based on currency rate.
1 vote -
Automations: save PDF of the document to Desktop
Option to set up the automation to save PDF to a folder like Desktop on your local PC
1 vote -
Set type of content internal users can download
Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.
1 vote -
Document menu: View and make attachments + uploaded documents (wet signature) clickable from the document menu.
Document menu:
View and make attachments + uploaded documents (wet signature) clickable from the document menu.2 votes
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