7438 results found
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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).
23 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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1 vote
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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 -
Export documents from ActiveCampaign to Pandadoc
I want to integrate PandaDoc to ActiveCampiagn. But I have facing problem in migrating files from PandaDoc to AC. I'd like to export files that are on the contact record.
2 votes -
2FA via email
Send code via email instead of using an authenticator app
1 vote -
Signed by Me Section
Section to view all documents I signed
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! -
1 vote
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Allow approval workflow in bulk sends
Allow approval workflow in bulk sends
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:
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8 votes
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Mass update the setting for the expiration notification
Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually
1 vote -
Request for Consistent Formatting of Word Docx and Google Docx Uploads
Customer would like the word docx and Google docx to follow the format when being uploaded to the platform
20 votes -
Ability to change the orientation of the added video to portrait or vertically oriented
Adding video from youtube shorts - by default, the youtube player is being added with a horizontal orientation. Allow to add video where the player is vertically oriented
5 votes -
Autosize aspect ratio of drawn signature to fill size of signature box
When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our…
3 votes
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