2908 results found
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Text around fields format to match the length of the info entered
a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.
23 votes -
Using Redlining and Approval Workflow Together: Ability for the approver to resolve customer's suggestions.
Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.
23 votes -
SEPA Direct Debit
Ability to set up SEPA direct debit through PandaDoc
23 votes -
CRM Product fields are passed over tokens/variables
Products from Hubspot can be passed not only over pricing tables but also in the documents itself
23 votes -
22 votes
Hi,
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! -
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
22 votes -
Copy templates to a the new workspace
Customer would like the option to be able to copy templates to another workspace.
22 votes -
Ability to create custom automations on the document level
Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.
22 votesLindsey Schocke responded
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Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
22 votes -
ability to add adobe fonts
ability to add adobe fonts
22 votes -
in-person signing for forms
in-person signing for forms
22 votes -
Ability for page number to show left or right
Ability for page number to show left or right
22 votes -
Prevent Fillable Fields from shifting
Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
The content locking feature doesn't help.22 votes -
Skip/remove or override a signer the signing order
Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)
22 votes -
Turn on signing order as a default setting for the account.
A way to set a default signing order for the entire account that is applied to all documents sent from that account.
22 votes -
Automatically put the value from one pricing table in another pricing table
Automatically put the value from one pricing table in another pricing table
22 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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Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles
Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.
22 votes -
Stripe Checkout payments: disable debit/credit card payments
Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option
21 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.
You can configure Stripe payments methods on Stripe side directly.
For more information, please check the link below:
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Auto fill repeating fields - signature and initials fields
Auto fill repeating fields - signature and initials fields
21 votes -
Option to remove PDF page break to download the page as a whole
Option to remove PDF page break to download the page as a whole
21 votes
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