6925 results found
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limit document creation to be only created from CRM at the template level
limit document creation to be only created from the CRM at the template level
This will assist with adoption and further implementing best practices.4 votes -
[Integration]: Go High Level CRM
Add the CRM Go High Level to PandaDoc
8 votes -
Enable automatic creation and sending of recurring invoices
Add a feature to generate and send recurring invoices to customers on subscription/recurring payment arrangement
2 votes -
Add numerical value to a drop down or with a radio button to generate a score.
"I was wondering if I could assign a numeric value to a question in either a drop-down or with a radio button to create a score? Marketing survey style?" - johnny.kinnaird@workspan.com
2 votes -
View all PandaDoc accounts billing a specific card
It would be really nice if there was a way to see how many accounts I am paying for with my card. Some way to locate duplicate accounts would be great.
1 vote -
More formatting options for pricing table cells. (see description)
Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.
8 votes -
1 vote
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4 votes
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same signature size
same signature size whether the other signature fields are small or large, after signing on the first/initial signature field
4 votes -
Ability to rename a theme without saving a new one.
Ability to rename a theme without saving a new one and deleting the old one. Having this option would allow us to change the name of a theme without having to change the defaults on templates, in Settings, etc.
2 votes -
Ability to resend the completed PDF notification if the customer didn't receive it
It would be great if we had a way to resend a completed document without downloading and emailing separately the PDF if the recipients don't receive it.
1 vote -
Ability to add options to the dropdown field via uploading an excel file/google sheet.
Ability to add options to the dropdown field via uploading an excel file/google sheet.
2 votes -
Conditional logic for Qoute Builder
Will allow the user to set conditional logic for Qoute builder
16 votes -
Auto page break when convert to editable doc
When uploading a long contract, it does not insert page breaks automatically. When I want initials at bottom of each page, it makes it impossible without manually chopping it up myself which is difficult. I would like for a word file to import with exact same format and page breaks.
4 votes -
Ability to have multiple optional initial fields (conditional)
The signer would have the option to choose which initial field they wanted to initial but mandatory that they choose at least one.
3 votes -
1 vote
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Improve email deliverability and rate of emails going to spam
Resolve issues that result in emails to our clients getting blocked or going to spam
6 votes -
Ability to change the owner of a document to a user with a read-only license
Currently only document creator can be listed as the owner of it. However it's critical for us to have the team member's account as the owner for accurate reporting data. Our team doesn't build proposals, they are just cc'ed
1 vote -
Ability to adjust text fields size for sent document.
Ability to adjust text fields size for sent document.
2 votes -
Ability to customize a link/URL to show the client's name and order number.
Ability to customize a link/URL to show the client's name and order number.
1 vote
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