7126 results found

1. Option to specify CSV column separator in Workspace settings

   when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
   In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
   Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.

   Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
   Thank you

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   4 votes

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   Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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2. Upload file field to save in SFDC

   When a doc is sent from Salesforce and there's an an upload file field assigned to a customer, when the customer uploads something- have that attachment be saved in SF

   3 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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3. Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it

   Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template

   12 votes

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   0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

4. Advanced Font Styling

   • Multiple font weights
   • Letter spacing
   • Ligatures
   • Typekit fonts support
   7 votes

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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5. signature and document forwarding in forms

   signature and document forwarding in forms

   15 votes

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   Idea  ·  1 comment  ·  Forms  ·  Delete…  ·  Admin →
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6. Request for proposal (RFP) / RFP Response Capabilities
   29 votes

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   Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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7. Forms workflow: embed form link to the document

   Allow to embed the form to the document (for example in case of T&Cs, etc.) without the recipient having to re-enter their personal information for form.

   3 votes

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   Idea  ·  0 comments  ·  Forms  ·  Delete…  ·  Admin →
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8. Upload a document option directly from contacts tab in EV2

   Upload a document option directly from contacts tab like in EV1

   1 vote

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   Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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9. Change the title of the button “open the document”

   Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)

   13 votes

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   Idea  ·  4 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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10. Merge rules for Line Items populated from Hubspot

    Possibility to create two seperate tables ( from Hubspot) with Line Items divided by type i.e one-time payments vs. table with monthly payments

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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11. Branding for Forms

    Be able to customize branding for forms (for example change color of button "review document" )

    34 votes

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    Idea  ·  6 comments  ·  Forms  ·  Delete…  ·  Admin →
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12. Forms improvements

    enhance PandaForms

    10 votes

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    Idea  ·  0 comments  ·  Forms  ·  Delete…  ·  Admin →
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13. Signature settings for specific documents

    ability to select signature type for specific templates/documents

    43 votes

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    6 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

14. Improve performance for docs with many fields

    Make the

    2 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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15. Text formatting in a mobile app
    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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16. Use variables in TOC

    Implement an ability to use variables in TOC (for example at the moment if in a heading a variable is populated, only the name, but not the value of a variable is shown in TOC

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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17. More precise error message in HubSpot
    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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18. Webhook event for doc completed by all recipients

    Webhook notification: document completed by all the recipients

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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19. Option to rearrange / reorder the documents in the documents list

    option to move the documents in the list

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. Pipeline Deals CRM

    User would like to have an ability to integrate with Pipeline Deals CRM.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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