7599 results found
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Choose which workspaces send notifications to Slack
Select which of the workspaces send notifications to Slack
2 votes -
2 votes
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Preview document without variables
Ability to have a blank version of the document, like a "preview " as if the variables were not filled.
2 votes -
[Bulk Send] Send via SMS
We would like to be able to use Bulk Send with the Send via SMS feature.
24 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Export csv for one document created from form
To download the CSV file for one form response, not for all responses from one form
2 votes -
Restrict managers from adding in new users. Only allowing them to add guests
Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.
3 votes -
Upload to Sharepoint automation for non-templated document
At the moment PandaDoc -> Sharepoint automation can be set up only for documents that are created from templates.
The feature request is to be able to set up the automation for documents which are not created from templates.
4 votes -
Pull recipients from Salesforce after document creation
Pull in the newly linked contact to the document that was already created and now linked on the opportunity without retyping the name
1 vote -
Single file for all documents within a bundle when downloading them in bulk
Each document within that folder is made of several. Currently, when is it complete and it is downloaded, it separates each component of the 1 document into many. I expect a single PDF file for all documents within a bundle when downloading them in a batch.
1 vote -
Rooms: General Room chat feature for all room members
Rooms: General Room chat feature for room members
Allow all room members to communicate about action items in a general space within the room outside of a document. Allows vendor and customer high level visibility.7 votes -
Option to change payment pop-up wording
Not able to remove or change the wording of the pop-up that appears when recipients open a document that says complete and pay. (What if they don't want to complete and pay? They need to review the proposal first.)
1 vote -
Link documents back to Zendesk Support
The option to link PandaDoc documents to Zendesk Support.
4 votes -
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
4 votes -
Design: set different font for different headings
Option to set different font for different headings in the design section, for example, we may use Montsterrat for H1 and Roboto for H2
4 votes -
Recipient Analytics Reporting
Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).
15 votes -
[Word Import] Option to Upload Editable Word Documents with Preserved Comments
Option to Upload Editable Word Documents with Preserved Comments
3 votes -
Ability to adjust the installment dates after the document has been sent
Ability to adjust the installment dates after the document has been sent
3 votes -
Send auto-reminders to the document owners too
We need to see the auto-reminders too, the way they are sent to the recipients
1 vote -
EngageBay CRM
Integrate with EngageBay CRM
2 votes -
Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.
Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.
1 vote
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