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pull custom line item columns from Hubspot
pull custom line item columns from Hubspot
3 votes -
Report to know how many docs are not signed immediately.
Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.
4 votes -
Set fields as "not required"/"optional" by default
availability to set some fields as "not required" by default
5 votes -
Label on the pages
It would be very useful to be able to name the pages of the document in such a way that when an audit of the proposal or contract is carried out, it is possible to know if what the client saw the most was the "pricing" page, the "cover" or which of the particular sections.
3 votes -
Additional filtering options for List Documents API call
Add possibility to filter by Date Completed and by token value.
9 votes -
206 votes
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ability to move field menu
While on a call with a client, inhouse agents are filling out the form before sending it out. Would like the ability to move the field menu because it sometimes gets in the way of what they are reading.
3 votes -
Reminder Customization
Be able to customize the look and field of a reminder e-mail and set exactly how many days you would like in between reminders. Ideally, we would like to send reminders every day.
8 votes -
Variables in a template name
Put variables in a template name that automatically populate based on conditions like name of assigned role or document created date.
3 votes -
Edit a sent document and save without resending
Availability to edit a document after it was sent out and save the changes.
24 votes -
Signature settings for specific documents
ability to select signature type for specific templates/documents
11 votes -
Basic integration with Slack
Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
Please vote for this feature and let us know what would you expect to see in the integration!25 votes -
Ability to change the date format for variables
To be able to modify the format of the Document.CreatedDate variable (token).
204 votes -
Page number visible in web version
Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.
82 votes -
25 votes
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ability (button) to download a PDF of a Form
ability (button) to download a PDF of a Form
9 votes -
Specify days and time of auto-reminders
customize the auto-reminder Time and Days
9 votes -
Presentation mode - widescreen
option to have a widescreen (16x9) view option to fill screen in presentation mode
3 votes -
Filter criteria for the dashboards view
Can you enable a filter for the dashboards / views so a user can select either particular users or a date range or some other criteria? It is very relevant when using the IOS app and wanting to see just your own documents, instead of every users' documents.
5 votes -
Integrate Pandadoc with google Workspace
Integrate Pandadoc with google Workspace
3 votes
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