6901 results found
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Overview tab in the Home view
Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.
3 votes -
4 votes
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3 votes
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HubSpot Activity will show if a video is played on the document, not just if a document has been viewed
- HubSpot Activity will show up if a video is played on the document
1 vote -
Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
6 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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The ability to have multiple quantities of the same item to show as separate lines or not.
A way to tell the system that you want multiple quantities of the same item to show as separate lines or not.
The current workaround for this, is to add the item, customize one of the custom fields. Then go and add another product of the same type. You then have to repeat this over and over for each one. It would be faster to be able to not have it default to just increasing the quantity.
2 votes -
Photo ID not captured during RON Session
ability to immediately recognize or capture the photo displayed on the camera, thus avoiding any inconveniences.
3 votes -
Make it easier to locate a template in the PandaDoc dashboard using the template id.
Since API calls to documents use the document ID, there should be an easier way to locate them within the PandaDoc Dashboard.
1 vote -
[Monday] Recipient mapping
It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.
8 votes -
SecurityTrax
Ability to integrate with SecurityTrax
3 votes -
Sending PandaDoc's in bulk with verification code
Sending PandaDoc's in bulk with verification code
2 votes -
Use reporting to create graphs
The client is using our Reporting feature regularly sending out the running numbers for his team. He wants to create a graph showing the numbers of his sales rep if they've achieved their target for X month and compare the supposed target to their running numbers when it comes to creating and sending out the doc to their clients along with the doc dollar value.
This would help him not to create the graphs in Excel and or do this on a manual process from time to time.1 vote -
Creating a way to send documents to multiple people via link that doesn't require an email address to be entered.
We have clients who don't provide us with any of the emails of the enrolled participants in our program. However, we need them to sign our documents. DocuSign has a feature that solves this (PowerForm) that I have used previously.
3 votes -
Sender receives an email containing the collected files once a recipient has completed their document
Sender receives an email containing the collected files (from the collect filed field) once a recipient has completed their document
2 votes -
Mass-update CLI
We would like to be able to mass update Content library items in tables
2 votes -
bookmark a page or content of a document similar to Word
bookmark a page or content of a document similar to Word
2 votes -
Requiring Approval for Specific Content Library Items
Option to automatically require "Approval" if certain items from the Content Library are added to a document.
1 vote -
Fields autoplace on the table in each cell
Customer would like the fields to auto place in the table and will perfectly fit
1 vote -
LeadConnector
LeadConnector native integration.
3 votes -
3 votes
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