7245 results found
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Have two account owners
Have two account owners
3 votes -
Salesforce Data to Populate Checkbox in Doc
We have formula based checkboxes in Salesforce that tick yes/no based on opportunity data. It is critical that we be able to have that yes/no data automate into the Pandadoc contract through a Variable and not having to manually do it through the signing process.
3 votes -
Don't show signatures to document participants until the signer completes the process by clicking the Finish button
Don't show signatures to document participants until the signer completes the process by clicking the Finish button
3 votes -
Auto assign roles with Field Tag Recognition
Pandadoc recognises field tags in a PDF file, but when they are not assigned to any role. This creates a laborious process of going through the whole document assigning roles to each field.
It should allow a tag that includes a role assignment - for example to autoplace a signature for the role called Client 1 it could be something like:
{signature.client_1}
3 votes -
Ability to share Product catalog with contacts without a PandaDoc account
It would be helpful to be able to share product catalog items to contacts who don't have a PandaDoc account.
3 votes -
Auto-Capitalization Option
Auto-Capitalization Option
- will auto capitalize words on the document
3 votes -
Highlight required fields that need to filled out before sending
Highlight required fields that need to be filled out before sending, for example, there are a couple of fields that need to be filled in before sending, like pay rate, start date, schedule, etc.
3 votes -
Smart content (conditional logic) - quicker response time
Would like the smart content (conditional logic) to respond quicker.
I have tried using this recent feature update but finding it extremely slow to react to a click and then display the field corresponding with the selection.
I would see this as being frustrating for customers so have not implemented due to the slow nature of the dropdowns.
3 votes -
Twilio and Zuper
It would be nice to have Zuper and Twilio integration with PandaDoc
3 votes -
Send documents to slack channels
Proposals to Slack
3 votes -
3 votes
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Exact.com
Integration with Exact.com
3 votes -
Use Canva Brand Kit
I would love to use Canva's Brand Kit when using Canva in PandaDoc.
3 votes -
3 votes
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Have Different ways of page navigation: turn pages instead of scrolling
The option to have other page navigation options other than scrolling the pages.
3 votes -
Make Cost / Margin visible on PandaDoc mobile app
Looking to be able to have other PandaDoc collaborators view the margin / cost in the pricing table.
Currently you cannot view this column in the app.3 votes -
Restrict editing of blocks when Suggest Edits is turned on
When a block has Restrict Editing turned on in a document, that rule should apply to all document signers, and collaborators by default even when Suggest Edits is turned on. Currently a recipient can redline a block with Restrict Editing on which pretty much defeats the purpose.
Please make an option to allow the editing of restricted blocks when Suggest Edits is turned on.
3 votes -
3 votes
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3 votes
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Send document directly from the Hubspot to the customers avoiding Draft option
It would be nice to send documents directly from Hubspot to recipients without editing them in PandaDoc.
3 votes
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