7293 results found
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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 -
1 vote
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Create a report/track data about Pricing table items and show Line Item statistics with data export
Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics
9 votes -
50 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Use multiple saved messages in one document
The ability to use multiple saved messages in one document instead of just one.
1 vote -
PipeDrive connection
The option to set up 1 PandaDoc user to several Pipedrive accounts.
21 votesHi 👋,
I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.
I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.
We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.
Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6
Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.
Thanks so much, Alex
Product Manager – Integration Ecosystem
PandaDoc
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Reject a document in a bundle
Be able to reject a single document in a bundle.
1 vote -
Fields move automatically with text blocks: link fields to blocks
fields stay in place and move with content of text blocks ev2
136 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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