6306 results found
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Would like "Sentence Case" added to styles
Would like "Sentence Case" added to styles
1 vote -
Custom Line spacing option inside design section (including TOC)
Ability to set up custom Line spacing for entire text within the document.
11 votes -
Conditional Sender logic
Ability to change the name of the sender when the recipient receives the document
5 votes -
drag and drop clients info
ability to drag and drop clients info using fields that will be prefilled automatically, not Text fields that you should fill out
4 votes -
Improved functionality with the pricing table
For example, if you move the pricing table just a bit, it may snap back to its original spot. Seeking improved functionality with dragging and dropping the pricing table.
1 vote -
Have the sequence of signature in the same document for the same client.
wish to receive one signature once the document is sent and the second one after 16 days
1 vote -
Ability to hide attachments for specific recipients
Ability to hide attachments.
1 vote -
street address validation
Validation that the address is a confirmed street address
8 votes -
Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
16 votes -
Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)
save template's name when creating a document from a Hubspot deal
79 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! -
Specify location to save document
option to save completed document on different location of device rather than a default location of downloads
3 votes -
Set fields as "not required"/"optional" by default
availability to set some fields as "not required" by default
11 votes -
Pull Salesforce line items in the same order they are in SF
pull the Salesforce lie items in the same order they are in SF
11 votes -
27 votes
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Recipient verification on Forms (Forms email validation)
Allow the signer of the form to verify the email address as mandatory step to complete the form
16 votes -
3 votes
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Use API to add content library content to documents through the Pipedrive or Zapier integrations
I want to add content to a document through the pipedrive integration or zapier that will add items from the content library
1 vote -
Metrics/reporting on individual pages for templates/docs
metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.
1 vote -
How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?
We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?
1 vote -
PDF field recognition imporvements
When uploading a PDF document as a template improve field recognition.
9 votes
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