7098 results found
-
5 votes
-
1 vote
-
the Signature string Word feature to convert this signature into a PandaDoc document
the Signature string Word feature to convert this signature into a PandaDoc document
1 vote -
Conditional smart content for images to populate in pricing tables
conditional smart content for images to populate in pricing tables
Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.2 votes -
Variable questionnaire
The ability to have recipients complete a questionnaire before opening a document which would place those answers within variable/fillable fields
1 voteHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support team via your PandaDoc account. For more information, please click the link below!
-
Do not require the Type column when importing products to the Catalog
Do not require the Type column when mass importing to the product catalog
2 votes -
Create custom fillable fields
The ability to create custom fillable fields
5 votes -
Reporting with all document links
The ability to download a list with all current documents in the workspace including their links instead of going into them individually.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
-
Customize pricing table header
Be able to add an additional header to a pricing table similar to a section title. Right now, the top header is the columns for the products and it can't be adjusted.
25 votes -
Make forms private
Make forms private so not everyone with the link can access it
3 votes -
Sync PandaDoc to update properties details in HubSpot
To automatically pull all the data from the PandaDoc documents and update the properties in HubSpot? For example, "Company Name
5 votes -
Folder with files uploaded to a document
Option to have a folder you can see all files uploaded to a document
1 vote -
Ability to pick/change colors of fillable fields (customization, branding, etc.)
This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).
18 votes -
1 vote
-
Copy and paste fields/variables from one template to a new template
Option to copy and paste fields/variables from one template to a new template
5 votes -
Set a default workspace on each Salesforce object
we are hoping to link two different PandaDoc workspaces to the Contract tab on Opportunity and the Contract tab on Account in Salesforce.
For example,
Contract Tab on Opportunity -> Test1 (PandaDoc Workspace)
Contract Tab on Account -> Test2 (PandaDoc Workspace)2 votes -
Option to setup default sequence to all documents
The ability to add a default sequence to documents, f.e. setup one sequence for all templates so the documents created from these templates keep one sequence
4 votes -
Ability to move documents to another contact in PandaDoc Contacts
Ability to move documents to another contact in PandaDoc Contacts
2 votes -
Ability to delete recipient uploaded content via Collect Files Field
The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.
1 vote -
Copy/paste Smart Content from one template to another
Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.
1 vote
- Don't see your idea?