7268 results found
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Be able to add Templates and Documents into a folder
Would like to be able to have a universal folder that can be moved from the documents to templates list, not just folders where only documents or only templates can be held
2 votes -
1 vote
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Approver will be able to view Fields that is set as required/non-required
A feature that will allow an approver to see the required or non-required fields on the document.
2 votes -
CRM Transfer from Hubspot to Zoho
Allow PandaDoc deals from Hubspot to transfer to Zoho
1 vote -
Pre-fill a text field with a variable
Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.
8 votes -
Turn off the pre-selected radio button when enabling quantity editing in a pricing table
To prevent a user from sending the document with an unintended value selected.
1 vote -
Move all Variables in the same formatting/placement from one document to another.
Save Variable Placements/formatting on uploaded PDF's. This way if a PDF needs to be re-uploaded there is an easy to move all of the Variables from the current document/PDF Upload to the new upload PDF.
6 votes -
Ability to create a document from a template in Salesforce from a direct link
- will allow a user to click Button URl to create a document.
1 vote -
notification for Acc Owner when invite for collaborator has been sent
Acc owner receives notification once an invite for a collaborator has been sent
1 vote -
Pass Recurring Payments from SalesForce to PandaDoc Quotes
Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.
4 votes -
5 votes
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1 vote
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Ability to make only certain parts of a table editable
Have the ability to type information and add cells to the table if needed, but not be able to delete the table itself.
1 vote -
Qwilr
Qwilr integration
3 votes -
History view for content library items
History viewer for content library items on which templates/documents they were used.
3 votes -
Allow Forms to fill in variables on PDF
I have a TypeForm on my website, and at the end of the TypeForm, it redirects the user to a Docusign URL. That URL opens a PDF template and prefills values into it which were collected from TypeForm. The values are embedded in the URL (e.g. "http://url/?customField1=blah&customField2=blah"). Can I do this with pandadoc?
2 votes -
Better align inserted fields with written text
Despite the useful guide lines that help users align inserted fields, (1) fields don't always show as aligned when converted to pdf, so it's not WYSIWYG. Another problem is that (2) in practice, fields are difficult or impossible to fully align with written document text! This results in an unprofessional-looking and hard-to-read final document. And (3) if a user has created a table and deletes or add a row, the text will go away but not the inserted fields or checkboxes, which causes everything in the table to misalign.
8 votes -
1 vote
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Ability to search documents via the signature certificate ref. number.
Ability to search documents via the signature certificate ref. number.
3 votes -
Disable option to create a new account under specific domain
Disable option to create a new account under specific domain
3 votes
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