7431 results found
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🧠 Collapsable Fields 🧠
Sometimes large information fields are unnecessary to display and can cause recipient overwhelm we viewing the document i.e. terms and conditions, images.
Can a feature like collapsable fields be considered?
A heading, which can still appear in your document contents has an icon where a hidden field of information can be expanded or collapsed1 vote -
Remove the "most recently used" templates option in Salesforce
This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.
1 vote -
8 votes
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10 votes
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Save alignment for content blocks added to Content Library
I just want to ask if we can merge 2 columns and make it a group and that group can be save as content library? Do you have feature like this?
6 votes -
split the pricing table cost into 2 document values
split the pricing table cost into 2 document values
3 votes -
1 vote
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Display uploaded files in PDF
Display uploaded files in the PDF ev1
15 votes -
Set multiline text settings for fields in bulk
Set multiline text settings for fields in bulk
5 votes -
Support Private API
Support Private API
2 votes -
Typeform
Customer wants to integrate Typeform with PandaDoc to prefill a document with values.
4 votes -
Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles
Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.
21 votes -
1 vote
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1 vote
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API Strongly typed language
API Strongly typed language
1 vote -
2 votes
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4 votes
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[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc
Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.
17 votes -
Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM
Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce
17 votes -
3 votes
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