5388 results found

1. Set (all) Field Defaults by Workspace

   The ability to set default field settings from the Workspace level instead of the "individual" document level would help save time, especially with my larger documents where more fields are required.

   For example, setting a default for "autofill with signing date" and requiring the "Text field" while also unchecking the "multiline text" box, are just two examples of how I'd like this feature to be used.

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. No labels on Radio Buttons

   Have the option to add radio buttons without having to label them.

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   1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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3. Approval workflow after suggest edits

   Customer would like to have another approval workflow after changes has been made for suggest edits

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   0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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4. Utilize Variables inside Content Library

   having an issue with the content library. It doesn’t let us utilize variables in there. That caused some problems with our templates. I had to find a work around but hope a someday that we can make the variables work through the content library, as we were told to setup out templates in a way that it was the option that we had in front of us without having to do our work over multiple times

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   5 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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5. Ability to add contact details from Monday deal

   Pandadoc X Monday.com

   On Monday.com I am able to generate Pandadoc quotes from a deal in my CRM, however, as Pandadoc opens on top of Monday I would expect it to be able to pull information from the deal I have generated the doc from. This is not the case, therefore I have to double entry, as I have to add email, first name, last name to Pandadoc aswell aswell as in Monday.com. I have tried zapier for this, but had no success. Is pandadoc even interactable with Monday.com, as I would like it to update statuses based off a signed quote etc. Thank you for considering.

   Pandadoc X Monday.com

   On Monday.com I am able to generate Pandadoc quotes from a deal in my CRM, however, as Pandadoc opens on top of Monday I would expect it to be able to pull information from the deal I have generated the doc from. This is not the case, therefore I have to double entry, as I have to add email, first name, last name to Pandadoc aswell aswell as in Monday.com. I have tried zapier for this, but had no success. Is pandadoc even interactable with Monday.com, as I would like it to update statuses based off a… more

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   0 comments  ·  Automations  ·  Delete…  ·  Admin →
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6. Ability to modify payment getaways on the document/template level

   Be able to adjust chosen payment gateways in payment app on the particular document/template with new payment gateway integrations

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   3 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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7. Set the image size with an API call
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   0 comments  ·  API  ·  Delete…  ·  Admin →
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8. A report of all documents created in PandaDoc showing the associated Hubspot deal

   Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from

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   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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9. Hide Sender's email in Document Notifications

   Be able to hide the Sender's email address in the document notification emails so that they can't directly email it.

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   1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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10. Fillable field - automatically expanding while recipients type on it

    automatically expanding while recipients type on it

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    1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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11. initials field - customization

    initials field - customization/personalized/modify

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    1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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12. Have a Zapier trigger where it can collect files from a PandaDoc upload files field.

    Have a Zapier trigger where it can collect data from a pandadoc upload files field. For example, into a Google Drive.

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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13. Importing Product Bundles from CRM

    Will allow the user to import Product bundle from the CRM

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    1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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14. Export document data (specifically expiration date) onto spreadsheet.
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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. Notifications for cc recipients whenever document is signed by a Signer
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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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16. download old version of templates/documents without needing to switch to old version in version history

    download old versions of templates/documents without switching the document/template to its older version via version history

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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17. Add new public API to download a PDF version of a Template

    From the API there is no way to download a PDF format of a Template

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded

18. [Pricing table]: show line item fee total in the total

    Option to show line item fee total (similarly to line item tax total) in the total of the pricing table

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded

19. Ability to remove / customize quick access templates preview

    Ability to remove / customize quick access templates preview

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    1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded

20. Adjust the boldness/line thickness of a draw signature
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    1 comment  ·  Other  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded