2912 results found
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Salesforce Contact role additional Fields mapping
Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code
6 votesLindsey Schocke responded
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Add more options to "Change Deal stage in Pipedrive when PandaDoc document status changed"
I would really like another variable called "Sent" to select from on the PandaDoc side of this automation. My Pipeline is set up with a quoting stage and a Negotiations/follow-up stage, and it would be nice if the status could change as soon as the quote is sent, rather than just upon completion or declination.
6 votes -
Generate a template link
An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.
6 votes -
Hide columns in pricing table via API
Add the option to hide the columns in pricing table via API.
6 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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For the general account expiration settings to apply to all documents/templates, not only to new ones
Current Behavior: Setting an expiration date at the workspace level only applies to newly created documents and templates. To update existing templates, users must go through them manually, one by one.
Desired Behavior: Add the ability to mass-update/bulk-apply expiration settings for all existing templates across the workspace.6 votes -
Bundle completed documents
Bundle completed documents into one. For example, if two documents were signed and completed separately, there should be an option to combine them into a single document.
6 votes -
Present Mode - resize
more options to resize Present Mode
6 votes -
Auto page break when convert to editable doc
When uploading a long contract, it does not insert page breaks automatically. When I want initials at bottom of each page, it makes it impossible without manually chopping it up myself which is difficult. I would like for a word file to import with exact same format and page breaks.
6 votes -
Add collaborator same way as adding other account roles
Option to invite a Collaborator under Team and seats instead of adding them on the document level
6 votes -
Ability to show the last updated date for docs/templates next to the Created date before clicking on a doc/template in the list
When reviewing the templates I've created in whichever folder I've put them in, I can see the file name, the parties who'll need to sign, and the date the file was created. But I update my templates often, including by replacing the source files in them with updated versions. This means that the created date is not very important, because templates I created months ago have changed numerous times since then. I'd like to be able to see the date/time of modification for my templates, like you can with the documents, so I can know at a glance which ones…
6 votes -
global settings for fields / bulk changes
The ability to change the properties of fields for all documents, i.e. the "require" option for recipients
6 votes -
Default drop down lists for states
Add the option to import or select a default dropdown item list. As an example have a template for state as a drop down item. Instead of having to add every state manually as a drop down item having a template list that can be added when the drop down field is added to a form\document.
6 votes -
customized responses on declined documents/forms
an option to customize the screen that pops up with reasons why a form is rejected
6 votes -
Switch workspaces in MS Dynamics
Need to be able to switch workspaces inside MS Dynamics integration without opening PandaDoc in a new tab to improve efficiencies for their teams.
6 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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Ability to set a custom font by default at the account level
It would be helpful to be able to set a default Google Fonts custom font to avoid the need to update the font on each document.
6 votesHi there! Thank you for your feature request!
The option is available with Themes functionality: https://support.pandadoc.com/hc/en-us/articles/4409253054103-Setting-up-your-themes
Have a wonderful day!
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Ability to set a limit for the number of files being uploaded via the document creation.
Ability to set a limit for the number of files being uploaded via the document creation.
6 votes -
Use HubSpot properties to assign recipients to the role
When we create a new pandadoc document from Hubspot, an iframe opens where we first have to select the signer on our side and the signer on client side. After selecting those we can select "Create document".
Option to fill the signers (recipients) based on custom properties6 votes -
'Search Bar' in move documents
There should be an option to 'SEARCH' for folders here in the moving document prompt. We have to scroll endlessly when i have to move a file starting with the alphabets which are latter in the sequence.
6 votes -
Document Upload Limit Increase - PandaDoc Notary
Increase number of documents uploaded at one time in PandaDoc Notary. Instead of 10, maybe 20.
6 votesValeryia Baranava responded
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Option to disable the Redlining Notification
Option to disable the Redlining Notification.
- will allow users to disable redlining notification
6 votes
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