3784 results found
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Sort templates shown when creating documents via CRM integrations
Sort templates when creating documents via CRM integrations by Title, etc.
8 votesValeryia Baranava responded
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7 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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2 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Other payment options available: Ideal, Apple pay, Google pay, Trustly, Or some form of SEPA bank transfer
Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments
24 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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Smart content: rule 'contains' or 'does not contain'
Add a rule which say 'contains' or 'does not contain'
7 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Smart content block next to another block
Add a smart content block next to another block, or to a table
16 votes -
Option on the data merge to set up font weight
Option on the data merge to set up font weight.
- Will allow the user to set the font weight in the pricing table using Data Merge
1 voteHi. 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 create a batch of documents on the fly while creating a document through HubSpot.
Ability to create a batch of documents on the fly while creating a document through HubSpot.
2 votes -
BRING using PRE-ASSIGNED ROLES as PLACEHOLDERs for documents BACK--recent change to this is horrible!
Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.
New change is HORRIBLE!!
9 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Set "Attach a PDF to email" as default
When you have signers, there is currently a place in the "Manage" section to toggle in order to attach a PDF directly to the email, instead of having to go back into the document in order to download a completed copy. This makes things easy when you're trying to complete other tasks.
By making this the default or giving users the option to set it as default, this would increase efficiency for all.
5 votesYou can set the default to attach a PDF to a completed document notification in Settings > Settings > Email attachment.
Check the box that says:
Attach a PDF of the completed document to email.
When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.
You can learn more here:
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Auto-Reminders For Bulk Send
Set auto-reminder in one go for documents that have already been sent by bulk.
28 votes -
Change reminders via API
One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need…
39 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Send reports via email: Option to send leaderboard reports via email on a recurring basis.
Option to send leaderboard reports via email on a recurring basis.
5 votes -
authorization (access code) to be added on a template level
authorization (access code) to be added on a template level
4 votes -
Ability to set a default value of a space for custom variables?
Ability to set a default value of a space for custom variables?
3 votes -
Smart Content to work with uploaded pages
Smart Content to work with uploaded pages
8 votes -
Ability to have multiplier applied to product price column
Ability to apply the multiplier to the product price column in the pricing table. This would allow for CPI and inflation increases without having to update the whole catalog. The total would then be calculated as
MULTIPLIER (hidden column) x PRICE = PRICExMULTIPLIER (which becomes the new PRICE column). Then NEW PRICE x QUANTITY = TOTAL
Hiding the multiplier column means that the customer will see the price + inflation without the whole catalog having to be updated.2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below! -
5 votes
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Converting a form to a document
Converting a form to a document
- will allow the user to convert a form to document.
13 votes -
improved collaborators feature: track changes
show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits
8 votes
