3839 results found
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Ability to add or attach a document / attachment to a completed document
Would like to have the ability to add W-9 and Banking instructions to a completed document.
20 votes -
An option to use a custom fields with data merge in Hubspot
an option to use a custom field with data merge in Hubspot
20 votes -
Instructional Bubbles to Guide Recipients
Instructional bubbles to guide recipients in filling out the document,
20 votes -
Edit templates and CLI across workspaces
The ability to create or update templates and content library items that are accessible in one workspace.
20 votes -
Ability for page number to show left or right
Ability for page number to show left or right
20 votes -
Make variables required (forbid sending the document if "required" variables are not filled in
Make it impossible to send a document if the required variables are not filled in
20 votes -
20 votes
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Change the sender
Change the document sender to any email without using Send on behalf.
20 votes -
send emails from the Company name
Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name
20 votes -
Skip/remove or override a signer the signing order
Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)
20 votes -
Using Redlining and Approval Workflow Together: Ability for the approver to resolve customer's suggestions.
Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.
20 votes -
ability to add items to dropdown field in bulk
ability to add items to dropdown field in bulk
20 votes -
Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.
The option to search from Documents tab by status and tag simultaneously.
20 votes -
20 votes
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Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles
Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.
20 votes -
Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table
Auto-sort from highest price to lowest in the pricing table.
20 votes -
20 votes
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[Bulk action] Ability to select multiple BLOCKS to move, delete, copy/paste
Add the ability to select multiple content blocks to move, delete, copy/paste them in one go
19 votes -
Place a page break block inside a table of contents (TOC): split into pages
Option to split Table of contents to another page
19 votes -
Link document multiple objects in CRM (Hubspot, Pipedrive, etc)
Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.
19 votes
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