7585 results found
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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 -
Copy/paste feature for fields (not duplicating or multiselect)
copy/paste feature for fields ( not duplicating or multiselect)
3 votes -
3 votes
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Add payment app to sent/viewed documents
Add payment app to sent/viewed documents
6 votes -
Automations: Forms: Move created Sent or Completed Form Documents to a PD Folder or Google Drive
Moving sent or completed documents to a selected PandaDoc folder or Google Drive - for Forms
7 votes -
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 -
Move a workspace to another account
Abilty to move workspace from one account to another
2 votes -
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 -
Saved Messages in Bulk Send
Ability to pull the saved messages in bulk send feature
4 votes -
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…
1 vote -
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 -
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 -
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 suppressed2 votes -
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 -
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 -
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.
1 vote -
Option to approve new users
When people add others to my team I would like the option to approve
1 vote -
2 votes
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Create custom view/columns in home overview
Ability to create a custom view/rename columns in the Home Overview page.
3 votes -
Ability to filter by team in the Admin view of the Dashboard
Would like the option for the admin to pick members of their team they want to display in the Admin view of the dashboard.
So instead of viewing all documents created by one individual or all, we would like to pick from several at once, and save that view so department leads can see just how their team is doing while using the Home dashboard, vs the whole company using PandaDoc.
13 votes
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