6974 results found
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Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).
Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).
11 votes -
collapsible sections/pages
collapsible sections/pages so a client can minimise or expand sections they're interested or not interested in
11 votes -
Send Images as Token Data via Zapier
Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.
11 votes -
Offline Storage of completed document
a storage for completed documents without making it as a draft
11 votes -
Salesforce - Include Job Title contact field in the Add new contact
In the assign people to roles screen and choose to Add new contact > click Show more field, the Job title field is not included. Client will have to go to PD contacts tab to add this details for the variable to work.
11 votes -
Admin License
Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.
11 votes -
Zoho: to pull information from subforms
Zoho: to pull information from subforms
11 votes -
automate the populations of data for a given contact into multiple forms (or templates) for that contact
automate the populations of data for a given contact into multiple forms (or templates) for that contact
11 votes -
Bulk Send via API
bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends
11 votes -
Field data mapped into Pipedrive
Ability to map document field data into Pipedrive
11 votes -
Document value currency
Change the document value currency once the currency is set in pricing table.
11 votes -
Import drop down list for excel or PDF
Instead of having to copy and paste each item one by one from a huge list into the dropdown field, it would be great if you could import a list from an excel file, or something equivalent.
11 votes -
PDF Bookmarks
Hello,
Is there a way to export/print a pdf with the bookmarks. Similar to Word, perhaps there's a feature where you can select "turn headers into bookmarks." For large proposals, bookmarks tend to work best over the TOC and provide a better experience for the recipient and a timesaver for us users who have to manually create them
11 votes -
Automatic PDF attachments to emails notifying about a completed eForm
With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?
11 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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Attachments in Content Library
Ability to save and retrieve attachments from Content Library.
11 votes -
Extend Zapier functionality
Improve Zapier functionality with new features, like tracking certain info, etc.
11 votes -
Add the ability for admin to have notifications for entire workspace
Add the ability for admin to have notifications for entire workspace
11 votes -
Recipient Draw option / Drawing field
The option to draw in PandaDoc from the recipient's side.
11 votes -
Ability to choose if a signature is to the left, centered, or to the right aligned.
Ability to choose if a signature is to the left, centered, or to the right.
11 votes -
Pull Pricing Table Tax Flat vs Percentage rate from SalesForce
Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce
11 votes
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