7145 results found
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Ability to add a Template and have its approval retain as part of the Main Document.
Ability to add a Template and have its approval retain as part of the Main Document
1 vote -
1 vote
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Push the updates to custom object in Salesforce for notes
Push the updates to custom object in Salesforce for notes
2 votes -
Functionality for Optional Client Fields
When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.
In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…
5 votes -
7 votes
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Processing time
Would like to speed up the processing time when when running document details call to get a list of 3000+ docs.
1 vote -
Document Payment date variable
a variable that autopopulates when the document was paid
5 votes -
[Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)
Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template
113 votesHi there. Thank you for submitting this idea! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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create hubspot ticket (task) once once PandaDoc is submitted
want to be able to create hubspot ticket (task) once once PandaDoc is submitted (without Zapier, but with the help of the native integration)
7 votes -
An option to generate a doc in HubSpot from a deal, and not from contact or organization
an option to generate a doc in HubSpot from a deal, and not from contact or organization, they want that to restrict creating docs from contact/organization.
2 votes -
Drawing lines and shapes
The option to draw lines and shapes (like in Word).
84 votesHi! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Payment gateway: FirstData and USAePay
Process payments with FirstData and USAePay with a payment integration.
1 vote -
Sync Pricing Table with Hubspot Deal Amount
It would be very useful to have synchronized the value of a pricing table (MRR) with the Deal Amount in Hubspot for a better understanding of the weighted forecast / pipeline.
Thanks2 votes -
ability to resize the fields to smaller without hiding the data in pdf
ability to resize the fields to smaller without hiding the data in pdf
8 votes -
Option to preassign a person as primary recipient in a Form
Option to preassign a person to the primary recipient's role in Forms so that the recipients won't need to fill out their email in a Form similar to what is stated to template embedding option for Classic Editor
https://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussionhttps://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussion8 votes -
Option to set up field size and width when creating documents from a PDF via API
Set up field height and width while creating documents from a PDF via API
9 votes -
Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining
Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining
2 votes -
Mobile app - last activity should be clear time when doc was signed vs viewed
Time update next to a completed document doesn't reference when the actual completed time, but increased the time when there was last activity on document. Should either reference the completed time or have clarity into "last viewed".
2 votes -
PandaDoc Project Mangemnet
Create Projects with documents and tasks assigned to users.
4 votes -
Ability to display discount on the "Pay" button, the way it was in EV1.
Ability to display discount on the "Pay" button, the way it was in EV1.
1 vote
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