6934 results found
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Contacts: Same Email for a user but with other different contact details
Ability to create contacts with the same email address but different details
8 votes -
[Monday] Recipient mapping
It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.
8 votes -
Ability to customize formula in a pricing table.
Ability to customize formula in a pricing table.
8 votes -
Use a different email per workspace
The ability to use a different email per workspace within an account.
8 votes -
Audit Trail - Recipient Analytics - Recipient Time Spent viewing Document
I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, Time Spent viewing the document.
8 votes -
Usage Reporting for Content Library Items
A feature that provides statistics on usage and which templates/documents each content library item has been used in.
8 votes -
Email notification of signer includes the name or email of whomever completed
Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.
8 votes -
Ability to filter by team in the Admin view of the Dashboard
Would like the option for the admin to pick members of their team they want to display in the Admin view of the dashboard.
So instead of viewing all documents created by one individual or all, we would like to pick from several at once, and save that view so department leads can see just how their team is doing while using the Home dashboard, vs the whole company using PandaDoc.
8 votes -
Scheduled payment feature
- Will allow the user to have a schedule payment and will allso allow the recipient to see the schedule of payment
8 votes -
Option to auto-update the documents after updating the template
Have the option to auto-update the documents after updating the template used to create those documents
8 votes -
option to hide documents (don't want to delete them, but want them hidden)
option to hide documents
8 votes -
automations: transfer content blocks to another document
transfer content blocks to another document after document has been completed/signed
8 votes -
report of recipients who haven’t signed and also who have signed documents
be able to download a report of recipients who haven’t signed or signed the documents
8 votes -
ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign
Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.
8 votes -
import variable values using spreadsheet
I want to know can I import the values for the custom variables using a spreadsheet like Excel or Google Sheets
8 votes -
Pre-fill a text field with a variable
Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.
8 votes -
Better align inserted fields with written text
Despite the useful guide lines that help users align inserted fields, (1) fields don't always show as aligned when converted to pdf, so it's not WYSIWYG. Another problem is that (2) in practice, fields are difficult or impossible to fully align with written document text! This results in an unprofessional-looking and hard-to-read final document. And (3) if a user has created a table and deletes or add a row, the text will go away but not the inserted fields or checkboxes, which causes everything in the table to misalign.
8 votes -
Export Product Catalog by Category
When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.
8 votes -
[Integration]: Go High Level CRM
Add the CRM Go High Level to PandaDoc
8 votes -
More formatting options for pricing table cells. (see description)
Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.
8 votes
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