7142 results found
-
Dynamic document owner: Allow Zapier to change document owner
Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.
10 votes -
Compression feature within PandaDoc - reduce size of PDFs
Compression feature within PandaDoc once downloading PDF (reduce size of PDFs)
40 votesHi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
We will be communicating it through our product newsletter and via alerts inside PandaDoc. -
ability to use variables for Pipedrive line item taxes separately and not as a sum.
ability to use variables for Pipedrive line item taxes separately and not as a sum.
1 vote -
1 vote
-
1 vote
-
Edit uploaded PDFs
Option to edit uploaded PDF, convert to editable document/template
279 votesThe status of this suggestion is currently unchanged. Please check back for updates.
-
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
17 votes -
Pass info from a form response and transfer them into a template via variables.
Option to transfer field info to the template aside from variables and pricing table.
- Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
1 vote -
Delete a background when the image is added from Canva
To delete white background (make a background transparent) when the image is added from Canva
3 votes -
1 vote
-
1 vote
-
PandaDoc Dashboard in CRM
Having PandaDoc Dashboard in Hubspot, for example from Contacts/Companies tab
1 vote -
Option to sign in using Microsoft
Option to sign in using Microsoft.
- allow the user to signin using Microsoft
1 vote -
2 votes
-
Ability to edit recipients after document was approved
To avoid starting the approval process from the beginning
2 votes -
Add the ability to make a field read only
Add the ability to make a field read only
9 votes -
1 vote
-
change password using Pandadoc mobile
change password using Pandadoc mobile
1 vote -
Edit templates and CLI across workspaces
The ability to create or update templates and content library items that are accessible in one workspace.
24 votes -
Specify different amount for different payment methods and restrict client from paying with a method different from selection
IF users selects to pay via ACH - they should pay one amount
IF users selects to pay with credit card -another amount6 votes
- Don't see your idea?