2928 results found
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Add merge fields to content library
Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.
6 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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Basic Standard/Default Fillable fields: Name, Address, Phone, etc.
Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.
29 votesValeryia Baranava responded
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Custom Fonts for each Heading
Ability to set default font for each heading
10 votes -
Metrics/reporting for contract negotiations (redlining). Detailed exportable summary
Would like metrics tracking contract negotiations data. Reps using, edits, etc.
8 votes -
Ability to sort user, email, and license type in Settings > Team
Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.
14 votes -
Ability to assign or change licenses for mass users in bulk
The ability to select a bunch of users and assign them a license.. that way i don't have to change each license for each user and confirm each change..
3 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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Option to resize logo
An ability to resize logo for the recipient's view
11 votes -
edit sent documents via mobile app
edit sent documents via mobile app
16 votes -
4 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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QR code for documents
Custom QR code to our documents for recipients to use.
14 votes -
7 votes
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Connect to an account in Salesforce (not opportunity)
Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity
8 votes -
Webhook retries - If PandaDoc detects the hook hasn’t been accepted - retry automatically.
Webhook retries - can only do manually on some unsuccessful hooks. If PandaDoc detects the hook hasn’t been accepted - retry automatically.
24 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.
PandaDoc makes 3 attempts to deliver a webhook. After this, you can manually retry failed webhooks, as shown in the picture.
For more information, please check the link below:
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Transfer data to: map pricing tables
Transfer data to: map pricing tables s in the original document with pricing tables in the new document.
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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Option to disable Roles from template and documents
Option to disable Roles from template and documents.
3 votes -
Option to search the documents with redlining
It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report
2 votes -
ability to setup sorting in the pop-up window when adding items from catalog to a pricing table
ability to setup sorting (for example by sky, or price) in the pop-up window when adding items from catalog to a pricing table
4 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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Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable
Salesforce Rich Text Fields format copying
I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!
67 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Update variables in smart content
It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
It is quite difficult to use a template for a separate client if the custom variable value should be changed.6 votes -
1 vote
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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