7152 results found
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12 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 -
Inform users about changes and updates in product before making them
Inform about changes and updates in product
5 votes -
Use API to add content library content to documents through the Pipedrive or Zapier integrations
I want to add content to a document through the pipedrive integration or zapier that will add items from the content library
1 vote -
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.
2 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 -
Generate a bundled document transaction based on smart content
Use smart content to generate a bundle documents
ex. if "x" product is selected: triggers document bundling based on smart content selected and add "x, y, z" documents to the bundle.ex. IN HS sales person would select products - as cart is built then bundled docs will be generated based on the products selected.
if product A selected (data security terms, product description, agreement)1 vote -
1 vote
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1 vote
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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
5 votes -
1 vote
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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.
3 votes -
1 vote
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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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