7500 results found

1. Accept Variables with Blank Value in Smart Content

   The functionality to see a variable has a value or is blank within a smart content block

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   2 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

2. Option to support 3rd party digital signatures

   Option to support 3rd party digital signatures

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

3. To disable the language selection when creating PD documents via API and embedding an iframe with the document on a website page.
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   0 comments  ·  API  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

4. Option to change the document owner once a document is generated from CRM

   Option to change the document owner once a document is generated from CRM.

   • Will allow the creator of the account to choose the owner of the document once creted from CRM
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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

5. The ability to separate documents in a bundle to be totally separate document.

   Remove a document from a bundle and make it a totally separate document without having to use the content library.

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. Remove documents from timeline on the dashboard
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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. Change table of contents without changing headings
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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

8. Ability to use different PayPal accounts within one PandaDoc workspace.

   Ability to use different PayPal accounts for different templates within one PandaDoc account.

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

9. Add an attached file to saved messages

   Be able to attach a PDF to a saved message, so that you can send it with every document.

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   2 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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10. Add the same SKU for multiple catalog items
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    1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

11. Option to retain the values / info on fields once it is duplicated.

    Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
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    1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

12. The ability to get rid of the 'Report Spam' option that shows in the document sent email to the recipient.
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    2 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

13. Prepopulate phone number in recipient verification

    prepopulate phone number in recipient verification

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    2 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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14. Populate ClientTitle variable directly from Sugar CRM
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    2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

15. The ability to conflicting themes to keep formatting.

    For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

16. Wordpress

    is there a Wordpress integration for PandaDoc without third party plugins?

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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17. Update Zapier to include 'Change Document Status' action
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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

18. Automatically link Salesforce Opportunity ID back to the PandaDoc

    We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

19. Ability to remove "Client" as a default addition to new templates

    Would like the ability to remove the default "Client" role from new templates.

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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

20. drag and drop series of checkboxes

    drag and drop series of checkboxes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded