7513 results found
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2 way sync with Active Campaign
Option to link documents from PandaDoc to Active campaign
4 votes -
The ability to edit fields as you are using the 'Tab' button on the keyboard to navigate.
Currently, when you use the 'Tab' button on the keyboard to navigate through fields on a document, you still have to click into the field to edit it. This feature request is to ask for the process to be more seamless as PandaDoc users are working through a document that may have many fields.
12 votes -
2 way sync with Monday
2 way sync with Monday
68 votesHi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I'm reaching out to confirm that we are currently developing the functionality you've requested.
I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.
During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.
I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!
Please feel free to schedule a time with me using my calendar at your convenience.
https://calendar.app.google/pHa6Xud82oexdoyv6
Thank you for your engagement and looking forward to our discussion.
Best regards, Alex
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list report about who downloaded the document
list report of who downloaded the document or list report about the downloaded documents of a user
12 votes -
[Global Setting] disable the ability for the clients to forward all existing agreements at once
[Global Setting] disable the ability for the clients to forward agreements
1 vote -
1 vote
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Option to view/upload the stamp in the mobile app
- Will allow the user to upload and view stamp in the mobile App
1 vote -
Add the ability to turn on/off the hovering "required" or "optional" field on the client's end.
It is intrusive to have the "optional" and "required" words pop up with each field when filling out a document. Would be nice to have the option to turn this off.
2 votes -
Option to pull value from Pipedrive Deal custom field to the pricing table
Option to pull value from the Deal custom field to the pricing table in PandaDoc
2 votes -
Ability to change the header's alignment in quote builder.
Ability to change the header's alignment in quote builder.
2 votes -
Ability to automatically hide variables without a value when used in Smart Content
It would be useful to be able to utilize Smart Content to be able to hide variables that have no value / are blank.
3 votes -
Make fields required internally (to require users to upload documents)
When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.
3 votes -
Allow user that is not part of workspace to receive notification of approval
Allow a user not part of the workspace to get notification of approval.
1 vote -
1 vote
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Option to save email body automatically
Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost
1 vote -
Document details
To remove the functionality when you click on the properties icon and click on the blank space between the document body and the right panel, it will show the Template or Document Details
2 votes -
Ability to transfer document ownership when a document is created in Zapier
It would be useful to be able to have the ownership of a document changed to someone else on a team such as a coworker / employee when it's created in Zapier.
2 votes -
Sync between prices in Pricing Table
if the price is updated somewhere in the pricing table, ability to update the price automatically in another place
3 votes -
Change payment email after Doc is signed
I would like to be able to change the payment recipient's email address AFTER a document has been signed. Currently, you need to void the agreement and resubmit it.
1 vote -
Ability to autocorrect a letter throughout the document. (MS Word Autocorrect feature).
Ability to autocorrect a letter throughout the document.
(MS Word Autocorrect feature).
1 vote
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