7438 results found
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The ability to center / align all information in the pricing table (QTY, Price, etc).
Right now, we can only center the text for text columns.
7 votes -
Change Colors / Contrast for Left Side Bar in PandaDoc
The side bar in PandaDoc (showing Dashboard, Templates, Documents, etc) is black and the icons are almost invisible on it so you have to slide the cursor down to see the text pop up. It would be nice if there were more contrast to it. Due to the graphics program I use, I have to keep the gamma on my monitors dark, but even when I pull the screen onto the “normal” one, they are pretty much invisible.
2 votes -
Twilio and Zuper
It would be nice to have Zuper and Twilio integration with PandaDoc
3 votes -
Option to download PDFs in PDFA format
For enterprise plans, where long-term archiving may be required, allow for a UI option to download the PDF representation of Document using a PDFA (Archiving) format. This should also be an option for Webhook attachments (and any other API end-point that might include a PDF download).
1 vote -
Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.
Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.
4 votes -
Separate documents from the bundle after partial signing one of the documents in a bundle
Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.
3 votes -
Set a Document Sender per specific template: The ability to pre set a default email address per template to be sent from.
To have the ability to pre-set at the template level, a default email address from which a document would be sent.
3 votes -
More comprehensive pricing table design settings
Have pricing table global design settings (section header typography, text typography, description typography) also available in design settings of a single pricing table
18 votes -
Confluence
Integrate with Confluence to add digital signatures to Confluence pages.
1 vote -
Allow all compatible objects/tables for linked-objects
Our (create) linked-objects API call only allows for a subset of compatible CRM objects.
We should match all of the compatible CRM objects that our CRM AddOns are configured for.
For Hubspot, that would be:
* Contact
* Company
* DealFor PipeDrive, that would be:
* People/Person
* Organization
* DealIf we can link to the object from the AddOn, then our API should handle it as well. The allowable Salesforce objects seem to follow this model by allowing for multiple objects/tables.
1 vote -
Basic Standard/Default Fillable fields: Name, Address, Phone, etc.
Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.
27 votes -
Accept Variables with Blank Value in Smart Content
The functionality to see a variable has a value or is blank within a smart content block
5 votes -
allow recipients to choose a payment method
allow recipients to choose a payment method
10 votes -
Remove all required fields at once
remove all required fields at once
7 votes -
1 vote
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add collaborators via mobile app
add collaborators via mobile app
3 votes -
The ability to change text sizing and font throughout the document all at once without using a theme
Without having to use a theme to do so.
10 votes -
Can we put the Total before discount as an option in pricing tables?
Can we put the Total before discount as an option in pricing tables?
I think it would be nice to be able to show a summary of the kind of discount our clients are getting just in case they need that extra nudge to sign.
2 votes -
Pinch
Include Pinch as payment gateway
2 votes -
2 way sync with Active Campaign
Option to link documents from PandaDoc to Active campaign
4 votes
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