5360 results found
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Admin: Remove temporary block for team member entering password incorrectly
I would like an admin to be able to lift a temporary password block (usually 5 minutes) when a team member has entered too many incorrect passwords.
1 vote -
Frames for image content block
add and design frames for image content block
3 votes -
(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
10 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 link below:
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Ability to choose on the template level which pricing table defaults as the document value
Ability to choose on the template level which pricing table defaults as the document value
2 votes -
Reporting - drill down to the data within the numbers. If a number is displayed, have the opportunity to click the number and view the data
Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
As of now, it's too many steps to click and export a report.
He'd like to have an actionable item from that screen as well.
example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.3 votes -
Filter documents by Contacts
Have the ability to filter documents by contacts.
3 votes -
5 votes
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Importing Product Bundles from CRM
Will allow the user to import Product bundle from the CRM
5 votes -
Move documents through API
Move folders through API. Ability to download the folder and/or archive into subfolders.
3 votes -
Recipient group in bulk send
Option to use recipient groups when sending documents via bulk send
2 votesHi. 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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Ability to remove the "by [client name]" section of a form
Ability to remove the "by [client name]" section of a form
3 votes -
Mass update auto numbering sequence
Option to mass update auto-numbering sequence for templates, f.e. from 2023 to 2024
1 vote -
A report of all documents created in PandaDoc showing the associated Hubspot deal
Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from
5 votes -
4 votes
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5 votes
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disable the ability for the recipient to decline a document
disable the ability for the recipient to decline a document
7 votes -
Better align inserted fields with written text
Despite the useful guide lines that help users align inserted fields, (1) fields don't always show as aligned when converted to pdf, so it's not WYSIWYG. Another problem is that (2) in practice, fields are difficult or impossible to fully align with written document text! This results in an unprofessional-looking and hard-to-read final document. And (3) if a user has created a table and deletes or add a row, the text will go away but not the inserted fields or checkboxes, which causes everything in the table to misalign.
8 votesLindsey Schocke responded
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Set field placeholder language based on the recipient's language
Option to set field placeholder language based on the recipient's language. For now, in case PandaDoc interface is in Spanish, the fields are added to the document with placeholder in Spanish and the recipients (no matter which language they use) will see Spanish.
3 votes -
Save singular fields as content library items
Ability to configure a dropdown field and save it as a content library item to add to documents and templates for future use.
4 votes -
Set a specific amount of checkboxes as required
Allowing to set a minimum, maximum, or total amount of checkboxes that need to be selected. For example, we have faculty who need to select 12 workdays outside of the scheduled semester dates. We want to set it up that we have more than 12 checkboxes available to check, but they have to check 12 of them. Currently, it is set up that they are not required, since we would not want them checking all of the boxes.
6 votes
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