7487 results found
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TOC for pages
table of contents for the pages/sections. similar to proposify and better proposals
2 votes -
Bulk Send from CRM
Ability to Bulk Send from CRM
30 votes -
Text formatting for catalog
At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.
18 votes -
Mobile App: Sync phone contacts with PandaDoc app
Allow to sync and import contacts from the mobile device
1 vote -
Ability to adjust image quality
Some clients may be working with slow/unreliable internet speeds and would rather have a fast loading, low-quality image render in the docs
1 vote -
zapier multiple senders
Theoretically you can add a CC to any created document on Zapier pulling the form from Hubspot. But in reality Pandadoc do not allow to send the document in CC while the creation was initiated visa Zapier. Need to allow CC recipients in Pandadoc when trigger by a zapier task.
1 vote -
Auto-update Contact in Contact Library
If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)
2 votes -
expiration starts once the signer opened the document
expiration starts once the signer opened the document
2 votes -
Add/create tags on forms
Add tags on forms
2 votes -
Stop auto-population of recipients in Salesforce
Ability to disable the auto-populations of recipients in SFDC
9 votes -
62 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Etapestry
Iintegration with Etapestry
1 vote -
1 vote
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Template Overlay
Allow for a template to be placed on top of a document. For example, if you would be uploading new PDFs, but the signature fields would always remain in the same spot, this would be more efficient than always having to add the fields over and over again!
2 votes -
7 votes
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"Instructions" block (auto-deleted text block)
Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent
6 votes -
pricing table <1
For example, be able to type .5 without having to type 0.5
1 vote -
BombBomb
Integrations with QB, Bomb bomb
1 vote -
CRA requires special compliance
CRA Canadian revenue association that requires special compliance
1 vote -
collect customer information at the point of sale
collect customer information at the point of sale to be used in the creation of customer profiles and consequently in marketing
1 vote
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