7252 results found
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1 vote
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2 votes
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1 vote
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Create and Send document in one API call
Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.
6 votes -
API Strongly typed language
API Strongly typed language
1 vote -
Notifications about all document changes and updates for all recipients
Notifications about document updates for all recipients
21 votes -
Show "Time to Close" in HubSpot once document has been "completed"
Show "Time to Close" in HubSpot sidebar once the document has been "completed". This will help us more easily cross-reference deal amount with time to close.
3 votes -
19 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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3 votes
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Redirect URL for Forms
Option within forms to automatically forward someone to a provided URL after they submit the Form
50 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! -
Convert a form to a template
Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?
123 votesHello,
Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result:
- Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)
- When clicking 'Create form', choose the desired template
Please use this Help Center article for additional reference.
We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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ability to see who from team members opened a document
ability to see who from team members opened a document
1 vote -
option to import files with 2byte characters
ability to import files containing 2byte characters without losing the 2byte characters after the upload (now they are placed simply as empty boxes )
1 vote -
19 votes
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waiting for payment and paid Doc statuses outside of payment integrations
Allow to set waiting for payment and paid Doc statuses outside of payment integrations
15 votes -
1 vote
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1 vote
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Role Options for Upload File via HubSpot
Shared a workaround with client, but Inga's team sometimes still chooses to upload files via the HubSpot. When they do this, it auto cc's everyone on the deal (sometimes up to 100 people). If rep isn't paying attention, they send to all those people. Would prefer no one is auto cc'd and they have to assign recipients.
2 votes -
Scroll through the TOC
Currently if the TOC is too long on the recipient view, they don't have the ability to scroll through it. In order to see the bottom few options, they need to scroll to the last pages of the document. This defeats the purpose of having the TOC on the left menu if you can't see all the options.
2 votes -
lists and spaces in variables
ability to add lists and spaces in variables
2 votes
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