7335 results found

1. Use only one radio button instead of two
   2 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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2. Keep the template currency when creating documents from HubSpot.

   Keep the template currency when creating documents from HubSpot.

   1 vote

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   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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3. Better setup and formatting for documents when they are downloaded by the Recipient

   Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)

   4 votes

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   Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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4. View full drop down selection without having to increase field size length

   View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.

   3 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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5. Copy/paste feature for fields (not duplicating or multiselect)

   copy/paste feature for fields ( not duplicating or multiselect)

   3 votes

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   2 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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6. Ability to restrict/lock field editing and placement on templates/ documents

   Ability to restrict field editing and placement on templates/ documents

   7 votes

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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7. Add W-8BEN-E template to the template gallery
   3 votes

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   0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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8. Add payment app to sent/viewed documents

   Add payment app to sent/viewed documents

   6 votes

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   0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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9. Option to track user actions within the account

   The ability to track actions such as who has logged in/out and who has removed documents, etc.

   4 votes

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   1 comment  ·  Other  ·  Delete…  ·  Admin →
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10. Move a workspace to another account

    Abilty to move workspace from one account to another

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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11. Integration with Safety Culture

    We use iauditor by Safety Culture for our site audit reports. Can Safety Culture be integrated? What would be the cost? As per this link, it can be done https://zapier.com/apps/pandadoc/integrations/safetyculture

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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12. Saved Messages in Bulk Send

    Ability to pull the saved messages in bulk send feature

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. View two pages at a time side-by-side

    I use templates quite frequently but need to edit the content by client and project. Sometimes what fits on one page runs into a new page which throws off how things look. I am very visual and write long, complicated proposals.

    It would be terrific if I could see more than one page at a time to see how changes impact the look of the proposal and also to understand the flow. Plus, it would be easier to move pages around. Using the left-hand side view to look at pages is very limiting if I need to move a slide from the very end to near the beginning.

    I envision something similar to how you can see multiple slides in PowerPoint.

    I use templates quite frequently but need to edit the content by client and project. Sometimes what fits on one page runs into a new page which throws off how things look. I am very visual and write long, complicated proposals.

    It would be terrific if I could see more than one page at a time to see how changes impact the look of the proposal and also to understand the flow. Plus, it would be easier to move pages around. Using the left-hand side view to look at pages is very limiting if I need to move a slide… more

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    1 vote

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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14. Ability to select the field that the recipient will be taken to first.

    Ability to select the field that the recipient will be taken to first.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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15. User Interface will also reflect in PandaDoc email notifications

    The ability for user interface language set in PandaDoc will also reflect in PandaDoc email notifications.

    6 votes

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    0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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16. Allow completed document notifications when API silent parameter is enabled

    Ability to set additional parameters for the silent = true where it can allow the option to send out a PDF
    to the recipients even if the notifications are suppressed

    2 votes

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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17. Can view and Edit documents only created by the creator API

    Since there are API users and documents created via API, it would be great to have a custom role where members can view and edit only documents created by the API

    2 votes

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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18. Hubspot Automations: collect data from the customer using a Pandadoc and feed the information back to Hubspot Company object

    I would like to collect data from the customer using a Pandadoc and feed the information back to Hubspot. This data should ideally be stored in the Company object (and not the Deal object).

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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19. Ability to filter or disabled integrations in the workflow creation process.

    I don't use 99% of the integrations available in workflows. It would be very helpful if a filter tool on the left side of the "Create a workflow" screen allowed me to choose which integrations I want to see workflows for. That way, I don't have to search for exactly what I want. A crude UI/UX example is attached.

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    1 vote

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    0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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20. Option to approve new users

    When people add others to my team I would like the option to approve

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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