7514 results found
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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 -
2 votes
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Public templates: Adding a PhD proposal template
Adding a PhD propsal template on the Preloaded template
2 votes -
Option to create a list of completed document on Hubspot
Option to create a list of completed document on Hubspot
- will allow the user to create a list or view the list of the completed document in HubSpot
2 votes -
4 votes
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Created by in salesforce should be the document creator
when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration
9 votes -
Webhook retries - If PandaDoc detects the hook hasn’t been accepted - retry automatically.
Webhook retries - can only do manually on some unsuccessful hooks. If PandaDoc detects the hook hasn’t been accepted - retry automatically.
23 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.
PandaDoc makes 3 attempts to deliver a webhook. After this, you can manually retry failed webhooks, as shown in the picture.
For more information, please check the link below:
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Automation for Zoho: if I select the Zoho CRM Checkbox then a Page or Block with all that informations about the product would appear
Selecting a Zoho CRM Checkbox on a Page or Block, and all the information about the product would appear automatically in the PandaDoc Proposal.
2 votes -
Require variables to be filled without the option to replace with blanks
It would be useful to require variables to be filled out before sending a document, and restrict the ability to replace them with blanks.
2 votes -
download a template to a .docx from the template list
Ability to download a .docx of template from the main template list
3 votes -
Selective Notification Options For Different Documents (Disable completed document notifications on specific documents)
Selective notification options for different documents... It would be great if there was a way to turn off notifications for just one type of document. For example, I would like to receive notifications for individual documents that I create, but not for every single form response that I get...
56 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document
Option to track who the link was shared to when a recipient forwards a document link
5 votes -
1 vote
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Change Document Location / Folder Inside the Document
Ability to change the file location inside the document without leaving the document.
Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.12 votes -
Sync changes in variable names (Monday to PandaDoc)
Instead of re-copy and pasting the variable whenever you make some changes like renaming, it's better if they could be synced so no need to copy and paste again.
4 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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6 votes
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It would be great if videos in presentations could be embedded OR 2) using a screenshot cover with a hyperlink, when clicked, it pops up on
It would be great if videos in presentations could be 1) embedded when a presentation is uploaded OR 2) using a screenshot cover with a hyperlink, when clicked, it pops up on the screen. Right now, the big issue I have is the lack of design available in building in Panda Doc. I uploaded a designed presentation and then the issue was getting the videos to appear right and match the formatting. It ultimately had me driven to a competitor (DocSend).
1 vote -
Perform an action affecting all documents with a certain tag.
The ability to export or import data from all documents with a certain tag. For example, the ability to export payment data from all documents with a Done tag.
1 vote -
ability to upload files in .ANX format.
ability to upload files in .ANX format.
1 vote -
Option to restrict access of document without deleting it using API
Option to restrict access of document without deleting it using API
1 vote
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