7663 results found

1. Enable Auto-Numbering for Smart Content Blocks

   Currently, when inserting content through the Smart Content Block, the auto-numbering functionality is not applied to the inserted content. This causes inconsistencies in numbering and requires manual adjustments.

   2 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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2. Conditional approval based on HubSpot field

   Conditional approval based on a HubSpot field

   2 votes

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   1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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3. [Word Import] Correct issues with the improper paragraph after MS Word documents have been imported into PandaDoc.

   After a Word document is imported, paragraphs are not kept.

   197 votes

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   3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

4. [Word Import] Import complex MS Word features such as SmartArt to maintain the integrity of the original documents.

   Due to the limitations for converting MS Word Docs into editable PandaDoc templates/documents, some design features in MS Word are not imported (for ex. SmartArt)

   195 votes

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   1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

5. Enlarge Signature Field via Mobile app

   Would like to enlarge the signature field to easily draw signatures when sending document to clients.

   18 votes

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   5 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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6. Ability to keep archived documents longer than 90 days

   We want to keep the archived documents forever

   2 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. Copper: Search for part of an opportunity name when linking a document

   PandaDoc does not support searching for parts of the name, but this would be a useful feature. When searching for a deal, the Copper Integration needs you to put the full deal name to locate it.

   2 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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8. Duplicate Field to all pages

   Have the ability to duplicate fields to all pages in the document

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   2 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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9. Open the template that is stored in a custom field on the Quote record in Salesforce, instead of manually choosing a template

   We have multiple PandaDoc templates, and the correct template ID is stored in a custom field on the Quote record in Salesforce. When a user clicks our "Send with PandaDoc" button, we want PandaDoc to open directly with that specific template, without requiring the user to manually choose from the template list.

   2 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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10. Pass the default "Billing Start Date" field in HubSpot to PandaDoc Quote Builder/ Pricing Table

    I would like to know if billing start date will eventually be available in the quote builder.

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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11. Ability to configure conditional content directly via the embedded API.

    Support for configuring conditional smart content content blocks directly via the embedded API.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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12. Custom Role - ability to enable or disable permission to share via link

    Add a permission to custom roles that allows the option to enable or disable the document sharing via link feature.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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13. Automatically Send PDF Copy to Approvers After Internal Document Approval

    Currently, a PDF copy of a document is only generated after full completion by all parties. It would be great to enable PDF generation after a document is approved by an internal approver.

    2 votes

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    0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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14. Apply white label for collaborator notification

    Apply white label for collaborator notification

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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15. Separate timeline on the homepage

    Please bring back the timeline on the homepage or offer it as an option for those that want it . The small window now offered is not as easy to scroll through. It was much more visually appealing and easier to quickly assess the most recent activities when permanently on the left side of the home screen. I do not like the new interface at all.

    4 votes

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    2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. Remove CC recipient from Expired document

    Ability to remove a CC recipient from an Expired document

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Remove Option to Turn Off Identity Verification

    Please add an option to prevent users from turning off identity verification on documents. Once enabled, users should not have the ability to disable it.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. SSO: SCIM 2.0

    SSO SCIM 2.0

    35 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. Track document changes (redlining) with AI assitant

    The customer needs to track the changes made to the document content using redlining / suggest edits feature

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. Printable Detailed Audit Log of Document History

    Printable version of the document audit trail beyond the current CSV export, which contains excessive data and is not user-friendly for legal purposes.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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