7148 results found
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1 vote
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1 vote
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Ability to adjust the documents' order in the batch.
Ability to adjust the documents' order in the batch.
1 vote -
Add a Heading on the Pricing Table (and use it in the Table Of Contents)
Ability to add a heading in the pricing table
5 votes -
hide the column with the dropdown in the pricing table before sending a document
The column is something our sales team would fill out before sending to our client and they would hide the column as well so the client would never see it. I need this column to be selected from a drop down when our sales team is drafting the document before they send it out to be signed, do you think that's possible?
2 votes -
2 votes
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2 votes
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Merge Fields for File Uploads
Please allow file upload objects to be assigned a merge-field tag so we can pass in file(s) from form data submitted by user on our website when creating a document.
Currently this is only possible with text fields, etc.
3 votes -
Link existing document for Monday.com Integ
link an existing document to an item in Monday through the integration?
9 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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An inbox or notification center for reviewing all documents with @name unresolved inline comment.
An inbox or notification center for reviewing all documents with @name unresolved inline comment.
4 votes -
Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).
Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).
3 votes -
change expiration on form template
Ability to change and edit the expiration date/validity of a form template.
8 votes -
Document Responsiveness on Mobile
Ability to zoom in and out without breaking the format on all devices (web and mobile)
Signature Pop-Ups on mobile (currently it breaks the formatting)
Increase Font Size23 votes -
Paylocity
Be able to integrate with Paylocity. Would like to automatically download a completed PDF and upload it to the employee file in Paylocity.
4 votes -
Update role variables
For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)
29 votes -
2 votes
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3 votes
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Add About to Expire tile on dashboard landing page
It would be beneficial to not only have the Expired douments tile, but also a tile that housed all "About to Expire" documents. The link within the documents dashboard is currently fine, but it would be more efficient and easier to immediately bring attention to those documents if they were visible on the main landing page.
1 vote -
Dropdown workflow
Clicks a button or makes a selection on a drop-down, then that form gets sent to the selected person.
1 vote -
Option on the pricing tabler to put notes on the currency column
Option on the pricing tabler to put notes on the currency column.
- Will allow the user to put notes on the currency
1 vote
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