5388 results found
-
Date Field: Font Type
Have the ability to change the font of the date field to match the document font.
2 votes -
[Word Import]: When MS Word documents are uploaded to PandaDoc, the page size mirrors the original document settings.
The Word page size is not kept after it is uploaded to PandaDoc.
241 votesThe status of this suggestion is currently unchanged. Please check back for updates.
-
Set Total Number of Reminders
Ability to cap or limit the number of auto-reminder emails sent on a document (e.g., stop reminders after X days or X sends).
2 votes -
Revert back changes to Waiting for others
Currently, documents under Waiting for others are removed after a certain period of time. Customer would like to revert the changes and keep the documents under the tab.
2 votes -
Ability to share templates with specific users, not just workspaces
-Preventing misuse by general users: With approximately 1,000 users in their main workspace, sharing templates at the workspace level means all users would have access. This could lead to general users, such as salespeople, seeing and potentially misusing templates intended for specific teams, like the procurement team.
-Avoiding excessive workspace creation: The client already manages 15 workspaces. Creating new workspaces for small teams (like a two-person procurement team) is not a sustainable solution. It would lead to more complex management and hinder the ability to search for agreements across different workspaces, ultimately creating more work.
2 votes -
[Bulk action] Contract Repository: Set data fields for multiple documents at once
Currently, this has to be done one document at a time, but it would be great to have the ability to set data fields for multiple documents at the same time
2 votes -
Ability to leave blank the header of Quote Block
Ability to change the title/header requirement on quote blocks. The ability to leave it blank is preferred.
2 votes -
UKG Integration
Integrate with UKG.com
3 votes -
Edit Contact Info of a User in the Workspace
There's a current limitation that admins or owners are unable to edit a contact info in the Contact list for users in the workspace. Error: This contact is already a user in your workspace. Ask them to update their own email, or you can create a new contact.
2 votes -
Ability to use content library in room templates
Ability to use smart content or content library items in rooms
2 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!
-
2 votes
-
Conditional approval based on HubSpot field
Conditional approval based on a HubSpot field.
Approval goes to a certain person if the ARR of the associated deal is over a certain amount, and does not go to that person if it is under a certain amount.3 votes -
SMS verification code expiration extension
Ability to extend SMS verification/access code expiration
2 votes -
Disable “Total Section Value” and “Total Contract Value” fields from auto showing on document when generating docs via HubSpot
When creating a document via HubSpot, the “Total Section Value” and “Total Contract Value” fields automatically show. Would like a way to disable this so that we don't have to hide them after generating the document.
6 votes -
Automatic translation of CRM product line items in PandaDoc documents
Automatic translation of CRM product line items in PandaDoc documents
2 votes -
2 votes
-
Ability to export a list of documents Waiting for Payment
Ability to export a CSV list of documents that are waiting for payment with due date and status
2 votes -
ability to let bullets follow indentation
Allow bullets to be indented
2 votes -
2 votes
-
Pass the default "Billing Start Date" field in HubSpot to PandaDoc Quote Builder
I would like to know if billing start date will eventually be available in the quote builder.
3 votes
- Don't see your idea?