7436 results found
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Workspace Default Enhancements for Forms and Other Documents
We now have a Workspace default which is nice to have but it would be better if the Workspace Default could work as a Default in the Workspace.
- In forms - If you create a form without the "Attach PDF" enabled, once the form is created and even after enabling the "Attach PDF " in Workspace default. There will never be a PDF attached solely because the form was created without the option being enabled.
- If the Option "Attach PDF " is enabled and a form is created, even after the client disables the option in Workspace Default. There will…
1 vote -
Scheduled Fields
Add a condition or schedule to when the fields need to be completed.
''I have a page that has two signature and date blocks. One is to be signed and dated before project started. The 2nd to be signed and dated after project completion. ''
1 vote -
Strikethrough amounts on pricing table.
Have the ability to strikethrough an amount on the pricing table and and show it go to 0, (Waiving fee)
1 vote -
Global/Workspace Level Recipient Groups
Would like the ability to manage recipient groups from the Contacts tab rather than having to dive into a document. Something like the attached.
3 votes -
HubSpot Syncing on Contact Records
Currently, the PandaDoc and HubSpot integration only functions at the Deal level. We need this to sync not only at the Deal level but also at the Contact level. For example, the automation currently only attaches the completed file if the document was sent through a Deal, but it does not work when sending documents from a Contact record.
3 votes -
Scroll option in text fields with limited width.
If text field width is not long enough to enter required data when using field validation, allow that field to scroll to enter full data but not resize text box due to limited space on form.
2 votes -
Typography Conditions in CPQ or Pricing Table
Ability to set conditions relating to typography.
e.g
Once the condition is met the segments/sections text will automatically go ''bold''
2 votes -
Option to route all email notifications to any selected email
The only option to share email notifications to a (Shared email) is to add the email to a cc on the template/document level. I would be nice to have an option to select where the email notification will be received. Like a shared email address
4 votes -
Background Images Docx Import/Export
Support background image when importing/exporting docx files.
3 votes -
Installments: request a second payment after a period of time
At the moment you can only request the second payment on split payments after a period of time. We don't necessarily know when the payment is due as it's due on job completion. Could this be added as a manual trigger where we can request the payment to the customer?
1 vote -
2 votes
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smart forms change button text from submit to continue
smart forms change button text from "submit" to "continue"
2 votes -
Download a document bundle as a single file DOCX
Download a document bundle as a single file DOCX
2 votes -
Quote builder: pull products from CRM when quote builder is added via Smart content
Option to populate products in Quote Builder within Smart Content upon document creation from CRMs
7 votes -
Calendar format date picker for setting expiration date
The ability to indicate a specific date or choose a date from a calendar for document expiration instead of putting in a number of days.
3 votes -
Send Document Option from Add Recipients Screen
One Click Sending. When creating a new document from a template, it would be nice to have the option to send from the add recipients screen rather than having to click continue, open the document in PandaDoc, and then click the send button.
2 votes -
EU data residency with Pipedrive
Allow an integration with Pipedrive if the data is stored on EU servers
4 votes -
Create Gmail email with PDF once status is changed to "Sent"
My clients like to get a PDF of the document to share. The PandaDoc link is great for execution, but with proposals they like to send it around to others to look at and markup for negotiations. It would be great if I could "send" it then an email automatically pops up in Gmail to send them with my signature.
1 vote -
3 votes
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[Workflows] Add dynamic content in the email message body
Able to add dynamic content from previous steps in the workflow builder such as first name and last name of the recipient from CRM, Form or Quote.
1 vote
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