7108 results found
-
Quality of the uploaded PDF
PDF upload improvements so the quality stays the same.
5 votes -
Option to define the template which document was created from
Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).
60 votesThe status of this suggestion is currently unchanged. Please check back for updates.
-
Null should be read by the system while creating docs via API
null is not read by the system while creatding docs from templates via API, but it should be fixed
1 vote -
Import from CRM: Contact Object, Hubspot
Import from CRM for Hubspot for the contact object.
7 votes -
Personalized video greeting
Add the ability to record a video before sending the contract. Youtube etc should not be needed, use the webcam on the computer and record directly. It should be shown to the recipient when the document is opened and NOT be a part of the contract itself. This is a great way to do a personalized experience to a customer. Like "Hi xyz, Here is the document we talked about earlier today. Hope your round of golf will be great this afternoon.". A good way of increasing closing rate.
5 votes -
8 votes
-
The search bar is not user friendly
When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.
5 votes -
Salesforce communities
integration with SF communities
2 votes -
Billing custom role/custom role permissions
Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.
3 votes -
Decline part of the document
Decline part of the document
5 votes -
library of already added designs from Canva in PandaDoc
library of already added designs from Canva in PandaDoc
5 votes -
Attachments from Hubspot
The ability to decide which attachments are brought into PandaDoc from Hubspot using the integration
2 votes -
"Send as" in mobile app
"Send as" in mobile app
2 votes -
ACPR Compliant
ACPR (Autorité de Contrôle Prudentiel et de Résolution (ACPR) is the independent administrative authority responsible for monitoring the conduct of financial institutions in France. Apparently in this case it determined that PD security solution is not strong enough
2 votes -
signatures compliant in Thailand.
signatures compliant in Thailand.
2 votes -
9 votes
-
Watermarking
Adding a watermark on the pages
72 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!
-
Pull info from the text of the doc into the pricing table (price portion)
The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.
2 votes -
Ability to sign a digital check in PD
Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.
This would mean the ability to actually sign a check in PandaDoc for processing.
1 vote -
Reset workflow when duplicating a template
When a template is duplicated, the duplicate gets a copy of the workflow, instead of workflow being blank.
1 vote
- Don't see your idea?