5369 results found
-
Add Custom Fonts to Company Branding
As an HR leader, I want all my HR documents to be branded according to our company’s branding guidelines. Every time I build a new template, though, I need to re-add our company’s custom font, making this task time-consuming and repetitive.
Idea: when adding new custom fonts, save them permanently in the account and/or workspace font options as primary fonts. This will save PeopleOps time and reduce branding errors.
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 video below:
-
Group users by country or custom property for billing
Group users by country or custom property for billing and then report on those segments
1 vote -
Enable and manage approval workflow on the document level
enable and manage approval workflow on document level instead of having to set this on the template level.
15 votes -
Automations: send a document when a new lead in generated in Pipedrive
Option to send a PandaDoc document when a new lead in generated in Pipedrive
2 votes -
Fillable field response notification
The ability to become notified when a recipient marks a specific field with a specific option.
"For example, if there is a question in there that asks whether you give permission to communicate with them. Could I have it alert me when someone selects "No"?"
6 votes -
Auto-populate fields with Pipedrive data via API after linking to a deal.
Auto-populate fields with Pipedrive data via API after linking to a deal:
I am generating a document via API from a template, and linking the document to a pipedrive deal. However, the pipedrive merge fields in the template do not populate with the data from pipedrive. How do I get the data to autopopulate by linking the deal without having to pass each field to the template via the API.2 votes -
Add footer and page background to content library items
My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.
8 votes -
Setup 2FA for all users at once
Option to setup 2FA for all users at once
16 votes -
1 vote
-
Variable for the current date
Ability to have a variable for the current date
7 votes -
PandaDoc <> Insightly: pre-assign the recipient
I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'
2 votes -
Allow recipient to edit fillable fields of another recipient
Option to allow a recipient to edit fillable fields of another recipient. For example, the sales rep is signer 1, client is signer 2, the sales rep prefills the contract but typos the clients business name, I want the client (signer 2) to be able to review and correct.
5 votes -
SherpaDesk
SherpaDesk integration
1 vote -
Export documents as CSV file
The ability to export documents as CSV file not a zip file and the PDF version.
19 votes -
Mobile App: Invite New User
Ability to invite users in Mobile App
3 votes -
Disable all internal notifications for Admin/Account owner
Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)
1 vote -
Remove response from form/ CSV when deleting the form response document
Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.
3 votes -
Access public documents by filling out the email address (not a form).
Access public documents by filling out the email address (not a form).
1 vote -
Approval workflow based on workspaces
It would be great to be able to create approval workflows connected to Workspaces, instead of a template.
This would mean that documents that are received and uploaded into PandaDoc, could still go through this approval workflow. Supplier contracts, for example.
7 votes -
Ability to choose which recipients receive signature certificate
Ability to choose which recipients on the document receive the signature certificate.
4 votes
- Don't see your idea?