6505 results found
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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 -
AND operator in conditional smart content
Would like to have an AND operator when using conditional content to populate content library items in a template.
7 votes -
salesforce - pandadoc logs
Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?
3 votes -
Copying a document from the document page
Give an ability to copy the document from the document page. Ideally to have this function available when a client clicks three dots.
6 votes -
Ability to download the documents to a local storage automatically on the daily basis.
Ability to download the documents to a local storage automatically on the daily basis.
2 votes -
Sort templates when creating new document
The functionality to sort templates in alphabetic order when creating a new document
4 votes -
Catalog Items as Blocks
Be able to put catalog items into the body of your document, not just inside a pricing table. Retain name, description and photos.
1 vote -
The ability to darken the text in the pricing table when option item is enabled.
For example, for recipients who prefer to print out a PDF of a document to read it on paper, it is hard to read the description for items in a pricing table when the text is greyed out because the optional item feature is enabled for the pricing table.
2 votes -
The ability to have conditional logic with template roles.
Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.
2 votes -
2 votes
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Sort Product Catalog by importance
Ability to sort the product catalog based on most used or most important items
1 vote -
change the image order in the image library
change the image order in the image library
2 votes -
drag and drop series of checkboxes
drag and drop series of checkboxes
3 votes -
fields within rows should not shift while removing rows from the table
fields should not shift while removing rows from the table
5 votes -
Compile documents of merged HubSpot objects
When merging two HubSpot objects (B to A), the PandaDoc Document links are lost and never merged into object A.
3 votes -
The ability to edit fields as you are using the 'Tab' button on the keyboard to navigate.
Currently, when you use the 'Tab' button on the keyboard to navigate through fields on a document, you still have to click into the field to edit it. This feature request is to ask for the process to be more seamless as PandaDoc users are working through a document that may have many fields.
10 votes -
2 votes
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Critical security feature: Clearly show email of the person who prepared the contract to prevent fishing attack
We use PandaDoc to sign documents with contractors, vendors, etc. Typically someone from the team prepares the contract and then the management (often me) gets an email with a request to sign, sign it and that's it.
The problem is, that there is no way for management to verify, who actually created the contract. There is just the name of that person but no email! This creates a simple attack vector - anyone with PandaDoc can now change their name to match someone from another company, create an arbitrary contract, send it to some person from that company and have…
2 votes -
1 vote
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use variables from other objects in salesforce without needing look up fields
use variables from other objects in salesforce by default without needing look up fields
1 vote
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