7438 results found
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Created by in salesforce should be the document creator
when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration
7 votes -
Conditional Status Change
Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires
3 votes -
Report for viewed documents
a way to download all the emails for the people that only viewed my template
3 votes -
Ability to use conditional content in Zapier/Integromat.
Ability to use conditional content in Zapier/Integromat.
4 votes -
ability to use variables for Pipedrive line item taxes separately and not as a sum.
ability to use variables for Pipedrive line item taxes separately and not as a sum.
1 vote -
1 vote
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2 votes
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Pass info from a form response and transfer them into a template via variables.
Option to transfer field info to the template aside from variables and pricing table.
- Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
1 vote -
Webhook Payload should include reason for Declined Document
Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.
7 votes -
Restore Catalog Folders
The ability to restore catalog folders that have been deleted.
3 votes -
active hyperlinks in the uploaded pdfs
active hyperlinks in the uploaded pdfs
3 votes -
Split pricing table
Split pricing table
15 votes -
1 vote
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Field recognition: turn existing check boxes on a PDF into radio buttons
Ability to turn existing check boxes on a PDF into radio buttons without losing formatting. Such as the Form I-9 to choose citizenship status. This needs to be required that they choose one, but I cannot require which they choose.
4 votes -
1 vote
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Smart content: more than one rule
Smart content: more than one rule, for example, "AND" conditional rule
27 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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PandaDoc Dashboard in CRM
Having PandaDoc Dashboard in Hubspot, for example from Contacts/Companies tab
2 votes -
[Reporting] Ability to export just the LIST of completed documents. Option to export a report of all the completed documents in CSV format.
Ability to export just the LIST of completed documents.
13 votes -
The ability to change text sizing and font throughout the document all at once without using a theme
Without having to use a theme to do so.
10 votes -
Advanced formatting for the fillable text field: text formatting in fields
Format the fillable text field with bullet points, numbering, bold/italic/underline text. Basically the same options available for a text block so recipients can list bullet points, bold, etc.
66 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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