6974 results found
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Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.
The option to search from Documents tab by status and tag simultaneously.
20 votes -
20 votes
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Option to define the template which document was created from
Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).
58 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Set optional items as required in pricing table (Assign a pricing table to recipient)
Make the optional items in pricing table required for the customer to choose.
67 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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6 votes
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Automatic page creation (Ev2)
Automatic creation of blank page when the text leaves the borders of the previous page (Ev2).
3 votes -
4 votes
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2 votes
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API: field tags
To set which from several identical field tags will be populated automatically;
To set date field tag with the date of the opening the document by the client automatically.
3 votes -
Be able to Paste Images into Editor or add via URL
Be able to paste images into editor instead of uploading using an image block
37 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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[Bulk Action] Update multiple catalog items (duplicate, rename, tags)
Copy Catalog Items and save as a new item
38 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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Auto page size adjustments
Content library items automatically adjust to template page format settings. So CLI in US Letter become A4 formatting if thats what the template is set to.
5 votes -
2 votes
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12 votes
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[Content Library] Bulk download content library items
Add ability to bulk download CLIs
23 votes -
[Payments] Australia Stripe BECS
if Australia Stripe BECS is supported for bank transfer payments for Stripe integration for Pandadoc
11 votes -
[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc
Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.
12 votes -
Save and Doesn't save buttons for templates and documents
Save and Doesn't save buttons for templates and documents.
26 votes -
Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM
Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce
16 votes -
[Content design] change orientation for uploaded template
change orientation for uploaded template
12 votes
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