7289 results found
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Text content placeholders for templates
Problem
We need to send quite a lot of information from our webshop to Pandadoc:
- including short values, like numbers or a couple of symbols
- but also lists or just formatted text
This is currently not possible(?) with Pandadoc, as the only way for "dynamic" data are variables. But these are far away from user-friendly...
- don't allowed formatted text, even not simple one, like strong text.
- are only really useful for short texts, but we also send paragraphs or long texts.
→ we are currently working with about 100+ variables to be able to have some kind of "decent" layout.…
2 votes -
Tokens cross-module population for Sugar CRM
The feature that would allow users to populate variables through SugarCRM tokens from different/multiple modules in the same document.
2 votes -
Require Attach a file when manually completing documents
if consent form status is changed manually to completed then do not allow use to change it until evidence file is uploaded.
2 votes -
Send via SMS: redirect the message to a number/email when customer replies
If clients reply to a document sent via SMS, the text message can be redirected to an email or another number.
2 votes -
Ability to select all text across all pages and remove highlight setting
When their are multiple highlights on the document, option to remove them in bulk is appreciated so we don't need to remove them 1 by 1
2 votes -
send a follow up email that the document was paid
send a follow up email that the document was paid
2 votes -
Keep template source for duplicated documents
Currently, when a document is duplicated, it loses the connection to its original template. The source is the document, instead of the template.
2 votes -
Ability to have a more flexible search option
Have the ability to be more flexible when searching for documents.
For example, searching for document with title "QM 1026" but typing "QM1026" will still have results.
3 votes -
The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background
The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background. Currently, this is only possible with a text box. That’s not very elegant.
2 votes -
Page Break Visibility
Toggle on warnings of likely page breaks before I send a document. Or increase the visibility of the small grey text
2 votes -
Ability for a user to approve documents without needing access to "Can view any document."
Currently, even if a custom role has access to approve documents, they can only approve documents created by other users if "Can view any document" is selected. Looking for a way to have users have the ability to approve documents that they are selected to approve, but still not have access to all documents created by other users. They would only have access to documents created by other users if they were added as an approver to that document.
2 votes -
Webhook for Signer Changes Due to Document Forwarding
Introduce a webhook or event trigger that notifies when the signer URL changes due to recipient-forwarding behavior - i.e., when a document is forwarded, the new signer replaces the original, and the signer URL is updated. This would allow clients to keep signer tracking accurate and up-to-date in their systems.
2 votes -
ID check for Forms
Ability to enable ID Check (recipient verification) on forms and make it required
2 votes -
Enable/Disable Notary by Workspaces
They use both On Demand and BYON. They would like to have it enabled only in certain workspaces.
2 votes -
Quote Builder: Custom Column Total
Have the ability to add the total of the custom column in the totals tab.
3 votes -
Choose/ set up delivery method on Template per role
Ability to choose/ set up delivery method on template per role, instead of when creating the document or in settings
2 votes -
automatically retrieve the link without having to manually select to generate the document link
Option to automatically retrieve the link without having to manually select to generate the document link
2 votes -
2 votes
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Support Formatted Currency Output for Custom and Calculated Fields in HubSpot
Currently, only standard currency fields in HubSpot provide both a raw value and a formatted version (e.g., $1,000.00). However, custom and calculated fields return only the raw numeric value without any formatting, which causes issues when pulling those values into integrations like PandaDoc — especially when a properly formatted currency display is needed. Enable custom and calculated properties of the currency field type to return both:
value (e.g., 1000)
formatted (e.g., $1,000.00)This would allow seamless use in document generation tools (e.g., PandaDoc), without requiring manual formatting or workarounds.
2 votes -
dropdown option to be alligned to the text
The text on the dropdown option should automatically aligned with the text format
3 votes
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