6708 results found
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1 vote
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2 votes
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[Comments] allow mentions for 'member' role
Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.
3 votes -
Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost
Ability to create new status tiles for document management.
144 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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InfusionSoft / Keap
Integration with InfusionSoft / Keap
8 votes -
2-way synchronization with Copper
2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?
5 votes -
Copper
Native integration with Copper
4 votes -
[Partner] Restrict workspaces from adding more licenses than allotted
Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.
3 votes -
JSON Payload Update for EV2 with Salesforce
Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.
1 vote -
23 votes
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Edit PandaDoc in Draft Status From Within HubSpot Deal
Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.
9 votes -
change color of font on recipients end for filling in fields
change color of font on recipients end for filling in fields
5 votes -
Information from Signature Certificate is reflected in the document itself
I need that the signer info and timestamp will be displayed under (or below) the signature. I have multiple signers in each document and this is important to differentiate the signatures
9 votes -
[Editor 2.0] CC field for all payment gateways
Editor 2.0 : make CC field work with other payment gateways.
7 votes -
21 votes
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Ev2, document link to be viewed
The ability to create a general document link that can be put in an email footer (signature area). The purpose of the document to be just viewed by multiple people and such document would contain marketing materials.
2 votes -
8 votes
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Apply to design / custom font / color for page numbering
The option to set a custom font for page numbering in PDF (if you set PDF numbering in Design >> Theme).
40 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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[CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables
The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.
18 votes -
Bulk Manage reminders for sent docs
Send reminders for multiple documents at once
46 votesHi there! 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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