6795 results found
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Make variables required (forbid sending the document if "required" variables are not filled in
Make it impossible to send a document if the required variables are not filled in
19 votes -
Allow other people besides The document owner to receive renewal notification emails
Allow other people besides The document owner to receive renewal notification emails
19 votes -
Mass export variables
Ability to mass export variables list from the document or the template.
19 votes -
BankID
Integration with BankID
https://www.bankid.com/en/19 votes -
Link documents from PandaDoc to Zendesk Sell
Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce
19 votes -
Field with tokens (like Ev1)
Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).
19 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.
19 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.
19 votes -
19 votes
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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).
18 votes -
Automations based on Forms
Automations based on Forms
18 votes -
Option to use custom variable/variable on pricing table
- Will allow the sender to add custom variable on the Pricing table
18 votes -
Set expiration date when uploading the document
Set expiration date when uploading the document
18 votes -
Place a page break block inside a table of contents (TOC): split into pages
Option to split Table of contents to another page
18 votes -
Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms
Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms
18 votes -
Make the next button more clear when completing fields and signing the document
Make the next button more clear when completing fields and signing the document
18 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! -
Link document multiple objects in CRM (Hubspot, Pipedrive, etc)
Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.
18 votes -
Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.
Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.
18 votes -
catalog sharing across workspaces
catalog sharing across workspaces
18 votes -
Adjust / reduce the spacing (move closer) between two blocks
Ability to adjust the spacing between bullets and text
18 votes
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