5360 results found

1. Disable document forwarding on the workspace level
   10 votes

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   3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. 'Replace source file' not only for the uploaded content, but also for documents created in the editor
   1 vote

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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3. Zoho: keep document when the Lead is converted to Contact

   When converting a Lead, any PandaDoc Documents tied to the Lead should also appear on the Contact.

   1 vote

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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4. Version History Log /Report

   Collect Data/Report of Version History log

   4 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line

   We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line groups, however, I need the Service Order to generate from the quote line items. It only seems like we can set up one direct pricing relationship at a time.

   1 vote

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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6. Option to disable or customize the "Your team" field that appears when a user is joining an organization

   Option to disable or customize this prompt (by adding custom team options) when a new user joins.

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   4 votes

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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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7. Vertical videos format

   Option to add vertical videos to the document and keep it vertical formatting (without greyed out area)

   6 votes

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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8. Emails sent from PandaDoc to be copied into HubSpot

   It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.

   7 votes

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   5 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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9. Co-Owner Role for documents

   It would be helpful to have a co-owner role for a document that can send for approval. I.e., When covering for a colleague who is out of the office

   4 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. Required password/verification for users to upload document

    System will require users to either post a password or verification number in order to upload a document to send to recipients to sign.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. Make the Pandadoc contract ID search available

    Search for a contract using Pandadoc contract ID data

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. Capability to add QB to cover pages and uploaded pages.
    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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13. Open document links in the mobile app, not web browser

    Redirect to PandaDoc mobile app when accessing document links in a mobile device.

    2 votes

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    0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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14. Detailed information on delete function

    Ability for the account owner to know who deleted a template, documents ETC on their account in a detailed info.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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15. Stamp auto-population

    Ability for the saved stamp on the account to auto-populate on stamp field when a template has been used for document creation.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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16. Ability to input variables on uploaded PDF

    Ability to input variables whenever an uploaded PDF file in template/document creation.

    4 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    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:

    Add variables to the uploaded PDF

17. Allow recipient to download as .docx

    Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.

    6 votes

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    0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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18. Ability to Change Font Color in Suggest Edit Mode
    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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19. Delete Blank Pages from PDFs

    Be able to delete a blank page from a completed document PDF

    1 vote

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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20. Ability to shrink content blocks even more

    Ability to shrink content blocks even more

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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