7425 results found
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bulk move content library items to the templates tab
bulk move content library items to the templates tab
3 votes -
API - Ability to Lock documents (content) via API
ability to Locked document feature via API
3 votes -
background image work for pages with PDF page break
We have templates with background images. Where there is a lot of text, and a PDF page break is added, we would want a Page Properties on Settings to allow the background image to be carried across to other pages. Currently it automatically expands itself, thus breaking continuity.
Basically, we want it to operate like an image on a Word document.3 votes -
3 votes
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GET Documents by Sequence Number
Currently in Zapier and in the API documentation it says you can find documents via Sequence Numbers, but this is not the case. It would be incredibly useful to GET documents via API with a unique identifier such as Sequence Numbers. This way we can make a connection between Apps to find PandaDoc documents and associate them to other apps via automations.
3 votes -
Fields & Contacts sync in app
I'd like to be able to insert fields into the contract that require the recipient to update their contact information. Then, I'd like that information to be automatically added or updated in the contacts. Then, I'd set up other integrations to update my client's information across all of my platforms.
3 votes -
Global Design Panel
Global design panel to manage advanced design across ALL workspaces.
3 votes -
Allow global setting for metric units
All document units are expressed in inches - even where the document size is metric (A4!).
Allow a global setting alongside language localization to allow for metric measurements to be used, so page sizes and margins can be expressed in mm with the option per-document for this to be changed (though the latter probably not required).
3 votes -
Workspace Template gallery per department
Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
HR (employee handbook, tax forms, training video, etc.)
Marketing (one pager, services catalog, upcoming events...)3 votes -
countdown on the document
countdown on the document (5 days 3 hours 15 minutes left to sign the offer for example)
3 votes -
3 votes
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Create a Content Library Item from a Sent Document
Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.
3 votes -
Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a back-
Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a backup recipient.
3 votes -
HubSpot variables
If a variable in HubSpot is blank let the system to insert a text field and assign it to the recipient to gather the information instead of the blank variable
3 votes -
Word Doc as an option to download for the client
So it seems the doctype is not something where the columns would go away. I would suggest if possible - the option when se
3 votes -
price based off cost and margin
automatically figure out the Price of an item based off of the Cost I put it and the Margin I would like.
3 votes -
Ignore smart content block if no Content Library items are used when document is created via API.
The option to ignore smart content block if no CLIs are used when document is created via API.
3 votes -
recipient comments on a document. click "view in document" to take you directly to the comment in the document
When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
https://share.getcloudapp.com/7Kuq6LDp3 votes -
Receive responses to whitelabeled email
Ability to receive responses to sent emails from PandaDoc that are whitelabeled
3 votes -
3 votes
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