7017 results found
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1 vote
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1 vote
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Improve Variable Input
It is time-consuming to place a Text Block and paste/type a variable inside of it. It would be helpful to place variables on a document without dragging text blocks to the document first.
3 votes -
attach emails to PipeDrive objects
attach PD emails to Pipedrive objects once documents are sent from Pipedrive
1 vote -
Convert Google Form to the PandaDoc Form
A way to convert a Google Form to a Pandadoc Form
3 votes -
Sort templates shown when creating documents via CRM integrations
Sort templates when creating documents via CRM integrations by Title, etc.
7 votes -
6 votes
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Automatically set the receiver as the client in Monday
Automatically set the receiver as the client in Monday.
- automatically adds reciever as client in monday.com during creating a document.
3 votes -
Other payment options available: Ideal, Apple pay, Google pay, Trustly, Or some form of SEPA bank transfer
Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments
22 votesHi. 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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Search field for contacts available without clicking magnifying glass
When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.
5 votes -
Smart content: rule 'contains' or 'does not contain'
Add a rule which say 'contains' or 'does not contain'
7 votes -
Smart content block next to another block
Add a smart content block next to another block, or to a table
13 votes -
Mulitple separate approvers on one template
Customer is looking for the ability to have multiple approvers on one template (with the document creator having the ability to choose which of those individuals will be the approver). Ex: there are 4 individuals who can approve the document and based on certain scenarios you would choose who of those four is the appropriate approver. If Approver 1 fits the criteria for this scenario, then I could select that only Approver 1 be the approver on the document and it would only go to that individual
1 vote -
15 votes
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Option on the data merge to set up font weight
Option on the data merge to set up font weight.
- Will allow the user to set the font weight in the pricing table using Data Merge
1 vote -
download signature from the signature field
download signature only from the document
7 votes -
Vaultre CRM
To be able to integrate with CRM VAULTRE or have an option via Zapier,
1 vote -
Drop down menu in forms that will populate fields based on drop down selection
example: I need information on a portfolio of building (number of building is between 1-25)
I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.11 votes -
1 vote
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2 votes
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