6413 results found
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Loxo CRM
Integration with Loxo CRM
1 vote -
1 vote
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1 vote
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Review the content of sent documents in Salesforce
Review the content of sent documents in Salesforce directly.
1 vote -
1 vote
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1 vote
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[Integration] MoneyBird via Zapier: Import products from Pricing Table to Invoice
Add products from pricing table to MoneyBird invoice via Zapier.
1 vote -
Mass update documents with signers/recipients no longer in the organization (like transfer document ownership feature)
Ability to mass update documents with recipients that have left the company.
"The primary issue is when we have a primary singer in our org that reviews and signs all contracts and if that person leaves, we have no way to mass move the assigned signer from one user to the next. We are either left with the API option which most people don't have immediate help/resources to utilize ( developers) OR have to manually update hundreds of documents manually using the Change Signer UI OR implement clunky work arounds. For example, giving another user access to the previous signers…
1 vote -
Page Centering
Can you please add a function that allows users to center objects on the page or always have the center alignment line populate?
When working on a page with multiple content boxes it is nearly impossible to drag a new object (text box) to the actual center of a page due to PandaDoc using grid-based relative layout where it prioritizes alignment to different boxes rather than the actual center of the page. The center line should always populate to ease the process for users manually adjusting documents. Even if there was a button to center the object, like you center…
1 vote -
Add Reusable Standard Fields (Name & Job Title) for Quick Insertion Across Documents
Feature Request:
Add the ability to save and reuse individual standard fields (such as Name and Job Title) as standalone items that can be quickly inserted into any document, especially when working with different uploaded PDFs.Problem It Solves:
Currently, when users work with different PDFs each time, they must manually recreate common fields like “Name” and “Job Title” for every new document. There’s no way to save these standard fields as reusable items outside of templates or content library blocks.How It Should Work:
Users should be able to save individual fields (e.g., “Name” text field, “Job Title” text…1 vote -
Disable automatic contact generation in HubSpot
prevent PandaDoc from automatically creating a new HubSpot Contact object whenever internal HubSpot users are added as recipients?
1 vote -
Allow Selection Options for Dynamic Product Card Settings
Pre-Selected you can define Single Item, All Item, or Multi Item.
For Dynamic, it only allows Multi-item. So even if the user should only be choosing one of the products that matches the criteria, he CAN choose 2 or 3 items, which can ruin the configuration.
1 vote -
Updating images to products in proposal without changing the product itself
I would like the ability to add images to the proposal in the Catalog fields. For instance, if a client wants a model for an upcoming event with a 1920s theme, I would like to add an image of the model in a 1920s dress to the proposal without altering the actual catalog entry.
1 vote
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