5389 results found
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Update variables in smart content
It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
It is quite difficult to use a template for a separate client if the custom variable value should be changed.6 votesValeryia Baranava responded
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add product after document completion
allowing a PandaDoc document (after submission and receipt) to be edited to add extra Line Items from HubSpot … instead of having to generat
1 vote -
1 vote
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UK English language interface
UK English language interface
26 votes -
conditional signatures
to be able to automatically assign a designated email to a role based on specific rules
1 vote -
Print a document, sign it and reupload
If a client decides they only wants to sign on paper, so they can re-upload the document in a signing order
2 votes -
Ability to get the IP or Identify who accesses the document using Audit Trail
Ability to get the IP or Identify who access the document using Audit Trail
13 votes -
Add a message/link to the dashboard
idea to add a message/link to the dashboard for all of our team members to see
4 votes -
2 votes
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Set default placeholder names for fields
Option to change placeholder text in field blocks permanently
3 votes -
Workspace details via API
to get the pandadoc workspace from any api
8 votes -
removing recipient's name as sender for forms
Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.
Exact wording from customer:
So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…
7 votes -
[Bulk Action] Export and bulk delete documents from a particular template
Bulk Export and Bulk delete documents of a particular template that have been completed
5 votes -
Merge Fields for File Uploads
Please allow file upload objects to be assigned a merge-field tag so we can pass in file(s) from form data submitted by user on our website when creating a document.
Currently this is only possible with text fields, etc.
3 votes -
Preview PDF before sending
Would like the ability to preview the PDF before sending the document
13 votes -
Disable choosing cookies by the recipient
The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic
10 votes -
Control reminders for docs created from Pipedrive deals
Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.
4 votes -
5 votes
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3 votes
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Customize footer page numbers, font size, font color and margins and padding
Customize footer page numbers, font size, font color and margins and padding
82 votesHi there! Thank you for submitting your idea.  Unfortunately, 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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