6974 results found

1. Upload custom font via file upload

   The ability to have custom fonts outside of Google fonts in EV2.

   75 votes

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   4 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

2. Trigger Doucment creation via SFDC workflows

   Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

   1 vote

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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3. Share a document link without adding a recipient's email

   My client does not have an email address. Is there any way I can send her a link for her to sign?

   14 votes

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   Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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4. Paypal Recurring Payment
   7 votes

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   Idea  ·  0 comments  ·  Payments  ·  Delete…  ·  Admin →
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5. Lock Signing Order

   Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

   11 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. Dashboard Approval

   Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.

   13 votes

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   Idea  ·  0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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7. Capsule CRM

   Integration with Capsule CRM

   8 votes

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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8. Text blocks values move along and expands with the Fields value if added. Dynamic fields.

   move the other placeholders when text fields expand when the multi-line is enabled

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   29 votes

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   Idea  ·  6 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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9. PipeDrive: Add PandaDoc contacts to PipeDrive

   Ability to pull created in PandaDoc contacts to Pipedrive

   9 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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10. Side by side editing

    two separate documents side by side for editing

    5 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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11. Moving rows from one pricing table to another pricing table

    The ability to move a row from one pricing table to another pricing table. Can't drag/move a pricing table row/column to a separate pricing table and if they had that ability would help solve a lot of problems for them.

    13 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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12. Include products in Link to Opportunity - Pipedrive

    Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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13. The option to pull the info to a regular table (not pricing) via API.

    The option to pull the info to a regular table (not pricing) via API.

    9 votes

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    Idea  ·  0 comments  ·  API  ·  Delete…  ·  Admin →
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14. From Completed to Viewed

    Change document status from Completed to Viewed manually

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. Descriptive Error Messages

    More descriptive error messages for PDF printing blocked by pop-up blocker.
    The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.

    6 votes

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    Idea  ·  3 comments  ·  Other  ·  Delete…  ·  Admin →
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16. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    10 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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17. [Master settings] Custom variables sharing across templates

    Share variables across the templates.

    12 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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18. Ability to link documents created via Zapier to a CRM record
    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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19. Undo catalog update
    5 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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20. Autoassigning recipients to roles in CRM integrations
    2 votes

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