6797 results found
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[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.
12 votes -
[Content design] change orientation for uploaded template
change orientation for uploaded template
12 votes -
12 votes
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12 votes
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PandaDoc Style settings are applied to the text copied from another source
Expand Text formatting options:
- Don't transfer text formatting when the text is copied from an external resource
- PandaDoc Style settings are applied to the text copied from another source12 votes -
Expand / Collapse Pricing Table Descriptions
Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.
12 votes -
Avoid the verification process with micro deposit for ACH transactions
The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.
12 votes -
Document.value variable for Bulk Send
Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.
11 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! -
Sharing multiple content library items across workspaces
Being able to share more than one content library item across workspaces
11 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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11 votes
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Ability to set different fonts and sizes for the linked fields
Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.
11 votes -
Ability to add signature field without assigned recipient.
Ability to add signature field without assigned recipient.
11 votes -
Automations: attach PDF to HubSpot Contact and Company object
When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)
11 votes -
Ability to customize system variables like the document reference number
Ability to customize system variables like the document reference number
11 votes -
Estimate Price range
Add Estimate price range in catalog as default.
11 votes -
Restrict entering an email for a signature field for recipients
Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.
11 votes -
Restrict variable editing
Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel
11 votes -
Chat Notification: email notifications for chat messages
As a user,
I want to recieve an e-mail notification when a new chat message has been send in a document.
so that I don't have to manually check or use the app to be notified of a new message.11 votes -
GoHighLevel CRM
GoHighLevel CRM
11 votes -
export document data
export document data on waiting for signatures into excel
11 votes
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