5387 results found
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Ability to hide attachments for specific recipients
Ability to hide attachments.
4 votesValeryia Baranava responded
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Restore Deleted Contacts / Contacts list version history.
The functionality to restore contacts that have been deleted and undo a contact import.
18 votes -
Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDo
Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.
14 votes -
14 votes
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Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,
Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,
4 votes -
Manually adjust the size of the whole pricing table: Ability to resize pricing table rows
Ability to resize pricing table rows.
Ability to resize the whole pricing table size to be smaller to fit on the page.
Resizing columns is already possible.24 votes -
Metrics/reporting on individual pages for templates/docs
metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.
3 votes -
variable for approval date to be effective date
Variable for "approved dated" to be effective date of the contract.
2 votes -
3 votes
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Automatically link Salesforce Opportunity ID back to the PandaDoc
We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?
5 votes -
6 votes
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Include a Version Number in the Document Sequence Number
Regularly we have to update a proposal to a customer who requested a change. The changed document does not reflect it is a new version to the customer. Expand the ability of versioning to include a manual full version change from 1 to 2, 2 to 3. Then include this in the Document Sequence number as v1, v2, v3. This will provide a very clear indication of a version change to the document
6 votes -
Ability to limit account users from creating tags.
Ability to limit account users from creating tags.
2 votes -
1 vote
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Signature line orientation
Place a signature to align appropriately on a page with a vertical (as opposed to a more standard horizontal) orientation.
4 votes -
Ability to remove "Client" as a default addition to new templates
Would like the ability to remove the default "Client" role from new templates.
5 votes -
1 vote
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Disable a PDF copy for the signed form
Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)
6 votes -
Replace Source file for specific Page
Would like to be able to Replace Source File for one specific page of the document instead of the whole document.
14 votes -
Variables to be filled in with Capital letters by default
Hello,
So we have Pandadoc integrated to our CRM (Hubspot). We use it mainly to auto fill bank forms for our clients.
However, a common thing that is happening is banks would require all the forms to filled with capital letters only, else they're rejected.
Can you please look into this, as this could be a deal breaker for many scenarios.1 vote
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