2933 results found
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Recipient Groups in Forms
We would like to use recipient groups in Forms. Currently, they are only available on documents.
2 votes -
1 vote
Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Notify sender about documents that are left unsigned
Set notification for senders when a document has not been signed after X number of days.
3 votes -
6 votes
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Option to create expandable text blocks / Option to expand and collapse text blocks
Option to make a text block expandable if the content is too large.
5 votes -
conditional rule for text field
conditional rule for text field
12 votes -
Change format of page number
I'd like to be able to add page numbers in the top of the footer so that I can add the company's contact details in the bottom of the footer. I'd also like to be able to format the size, font, colour, etc. of page numbers, so it matches the styling of company information. Not being able to format this is something that'd make me change back from using PandaDoc to other programs.
14 votesLindsey Schocke responded
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margins - entire page or document/template
margins - option to apply margins across entire page or document/template
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:
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Zoho trigger status for expired documents
Currently, if I set up a Zoho CRM automation so that when the contract is completed or declined, it changes the Deal status in Zoho CRM. LOVE IT! Huge fan! Is it possible to add a similar function to when the document expires? Currently the only two options are "Completed" or "Declined" on the Pandadoc side of the integration? Thank you!
2 votes -
MS Teams: all users' notifications
Option to see all users' notifications from all workspaces within MS Teams
2 votes -
Template on PD mobile app
Customer would like the template to be accessible in the PandaDoc mobile app in their iPad
5 votes -
Automations for Salesforce CPQ
Option to have Update opportunity status when PandaDoc status is updated automation when using Salesforce CPQ
3 votes -
Automations: Attach PDF to Zendesk sell when PandaDoc document status changed
Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed
5 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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1 vote
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Pull currency symbol into the text column from CRM to PandaDoc
Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)
2 votes -
Image autofills the block rather than expand
Set image block constraints so that any image autofills the block rather than the block increases in size to accommodate image.
We would like to create templates where there are two, three or more image blocks on a page and when images are dropped in the block stays that size.
2 votes -
Option to enable multiline via API / Make
- Will allow the user to enable multiline text in API or Make
3 votes -
Custom role can be used for the SSO
Custom role can be used for the SSO
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. To update your SSO settings, please reach out to the Support Team.
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Export List of all Recipients who have signed a document
The feature that will allow users to generate a report that shows all contacts/recipients who have signed a PandaDoc document with the document status indicated.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below: -
Ability to manually change the date of document creation/completion
Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.
2 votes
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