7630 results found
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Fields signing order on a document/form
Add order in which the recipient would be able to act on fields.
18 votes -
When adding a presentation from canva should be able to change the page orientation to landscape in canva
When adding a presentation from canva should be able to change the page orientation to landscape in canva
18 votes -
disabling all reminders
disabling all reminders at a time
18 votes -
Download Chat / Private Message transcript
Option to download private message /chat on a document.
18 votes -
Text formatting for catalog
At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.
18 votes -
[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc
Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.
18 votes -
Recipient: Signature field options
- Add the ability to set different from black signature color.
18 votes -
Link to CRM Zoho
Link documents to Zoho CRM from PandaDoc side
18 votes -
Calculate tax by location
Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time
17 votes -
Group content blocks
Group different content blocks together to drag and move them around easily. For example, if you have a half-page layout that you want to duplicate and move to another page while keeping the current margins, spacing, order, formatting, etc., you can group the content pieces together then duplicate and drag the entire block to a new location.
17 votes -
ChargeBee
Integration with ChargeBee
17 votes -
GoHighLevel CRM
GoHighLevel CRM
17 votes -
Use same set of radio buttons across pages
Drag radio buttons from one page to another (for options that are one page long each)
17 votes -
Import Contacts using CSV file directly to Pandadoc
Import Contacts using CSV file directly to Pandadoc
17 votes -
Ability to restrict access to certain templates with password.
Ability to restrict access to certain templates with password.
17 votes -
AND operator in conditional smart content
Would like to have an AND operator when using conditional content to populate content library items in a template.
17 votes -
Auto-rename document logic / Rename Forms after completion
Once a document has been completed by a customer if it is possible for that document to automatically have a name change
17 votes -
Option for the sender to resend the document to the recipient who did not recieve the document
Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.
17 votes -
Pabbly Connect
integrate with Pabbly Connect
17 votes -
Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)
The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?
17 votes
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