7237 results found
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Automatically adjust font size to fit text block
Increase or decrease font size of text automatically to fit the text block as block size is adjusted.
2 votes -
Combining PDFs
combine pdfs in single file
2 votes -
Fillquick
Integrate with Fillquick
3 votes -
Hide rows automatically if there is no information in them
Ability to hide rows automatically if there is no information in them? For example, if I do not have a $ amount in the discount variable area I do not want the discount line to show.
3 votes -
A new folder is created when a document is completed
A new folder is created when a document is completed
1 vote -
Automation: Transfer document ownership
Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace
1 vote -
Program a date/time to send a document from HubSpot
Program a date/time to send a document from Hubspot
1 vote -
Ability to add signature field without assigned recipient.
Ability to add signature field without assigned recipient.
11 votes -
Send another PandaDoc document when PandaDoc document status changed to Paid
Send another PandaDoc document when PandaDoc document status changed to Paid
1 vote -
Add Approval Workflow to Document In Draft Form (currently, can only do in a template)
Current process:
- Create a new template OR create a template from an existing document and then polish it up
- Create document
- Realize there is no approval workflow
- Convert to template
- Add workflow to template
- Create document
- Delete document that was originally created in Step 2
As long as it is in draft form, it seems like I should be able to add an Approval Flow regardless of it being a template or document.
4 votes -
PandaDoc API : Utilize CSV data
PandaDoc API that can utilize the CSV data gathered when a form is completed
2 votes -
55 votes
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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Payment Gateway Automation
Ability to have payment gateways (Stripe, Authoriza.net, QuickBooks, PayPal, etc.) to have automations.
5 votes -
Integration with Amadeus Delphi
Integration with Amadeus Delphi to make eSignature faster.
1 vote -
Option to replace a signed document with a new one
Option in the Pandadoc to null the signed letter: replace a signed document with a new one. The existing signed documents should be in the bottom with X line.
This functionality should allow users to update or replace a signed document while providing clear visibility of the previous version within the new one.1 vote -
Option to save variable value to CLI
Option to save variable value to CLI
1 vote -
Keep the signature when duplicating a document
Keep the signature when duplicating a document. Currently, the signature gets removed on the duplicated document.
1 vote -
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!
1 vote -
Ability to use the same email for multiple account ownership
i.e The ability to have 2 separate companies and be the account owner for them using the same email address.
2 votes -
Halo CRM
Halo CRM integration.
2 votes
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