7638 results found
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1 vote
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street address validation
Validation that the address is a confirmed street address
9 votes -
Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)
save template's name when creating a document from a Hubspot deal
88 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Custom Line spacing option inside design section (including TOC)
Ability to set up custom Line spacing for entire text within the document.
12 votes -
1 vote
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The option to have 2 price columns and pick one
The option to have 2 price columns and pick one
1 vote -
"My Signature" tab should be available in Free eSign plan.
"My Signature" tab should be available in the Free eSign plan where the uploaded signature in the Personal info settings appears under this tab to automatically input the signature in the document.
From: info@steuern-schuster.de1 vote -
Contact change will change a recipient email in a live document.
When entering an email address incorrectly, the user should be able to make a change to the Contact in the Contacts area, and it should allow for that email address to correct for the Recipient in a live or open document. Currently, it does not make that change, which results in the user needing to a.) Add another recipient, changing signer status to the new recipient, and deleting the incorrect recipient, or b.) starting over with a new document if A fails, which it currently is with a bug in the system.
9 votes -
Export ALL figures in Deals as CSV so they can be imported to other apps to update Dept budget figures
This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.
1 vote -
Internal hints, notes within document instead of as comments or in line chat
It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.
14 votes -
catalog sharing across workspaces
catalog sharing across workspaces
24 votes -
2 votes
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update a deal status in hubspot when using a bulk send
update a deal status in hubspot when using a bulk send (possibly with Zapier). So when a document from the bulk send is completed - update a deal status to completed.
4 votes -
1 vote
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Automatic conversion of Excel file to PDF within PandaDoc
Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)
11 votes -
3 votes
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Ability to switch the entire catalogue currency.
Ability to switch the entire catalogue currency.
2 votes -
Select a template automatically salesforce
Choose the PandaDoc template automatically based on salesforce field value or salesforce product
17 votes -
Approval flow for clients
Often a client needs to approve a document before it can be sent to their boss (the person signing on behalf of the company).
The "document forwarding & signature forwarding" options are not only very confusing to a lot of clients but also confusing for internal approval flows (i.e. there is a signer appointed to a document that is not eligible to sign on behalf of the company).
4 votes -
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
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