6797 results found
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Content Library management
When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)
13 votes -
Send completed PDF option without notification
Option to use feature 'Send completed PDF' without notification 'The document has been completed by all the recipients' turned on (for now creator is not able to get the PDF even he is CC'd).
13 votes -
HubSpot product description to be pulled into PandaDoc in a bulleted list
Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.
13 votes -
Native CPQ within PandaDoc
have native CPQ functionality within PandaDoc
13 votesHi,
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 or your associated CSM or AM.
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Larger signatures and Initials within the Fields
Make the signatures and initials within the fields larger, or enable a setting that allows the size of signatures/initials to be adjusted.
13 votes -
Display uploaded files in PDF
Display uploaded files in the PDF ev1
13 votes -
13 votes
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13 votes
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12 votes
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Able to use Variables in titles when sending documents via Bulk Send
Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.
12 votes -
Option to only allow ACH payments via Stripe
It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.
12 votes -
Bundling on Mobile App
Being able to bundle documents on the mobile app so users can work out of PandaDoc on an iPad and still be able to bundle if their workflow happens outside of the office (remotely working, etc).
12 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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Field tags - 'Autofill with Signing Date'
PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.
It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.
12 votes -
Calculate product price automatically based on the product bundle
I would like to have an automatic calculation of the product price based on the product bundle price
12 votesHi,
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, please reply to this email thread.
You can find the demo in the attached video.
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Option to Download Audit trail in PDF
- Will allow the user tp download the audit trail in PDF form
12 votes -
reassign fields after a document is sent
It would be helpful if the fields can be reassigned to a recipient within a document after it is sent.
Ex. onboarding and collecting files from a client, they are completing other parts of the document but another party (included as a recipient) needs to upload documents, it would be helpful to be able to reassign those fields to the other recipient without editing the document and losing all the data from another recipient.- specifically to select fields...not all fields.
12 votes -
12 votes
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Change format of page number
I'd like to be able to add page numbers in the top of the footer so that I can add the company's contact details in the bottom of the footer. I'd also like to be able to format the size, font, colour, etc. of page numbers, so it matches the styling of company information. Not being able to format this is something that'd make me change back from using PandaDoc to other programs.
12 votes -
12 votes
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Use same set of radio buttons across pages
Drag radio buttons from one page to another (for options that are one page long each)
12 votes
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