7484 results found
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Adjust content size added from Canva
When adding a presentation from Canva, there should be an option to adjust the image size to ensure it aligns uniformly with the rest of the pages in the document.
4 votes -
Combine image and text block / add image to a text block to connect them
Combine image and text block / add image to a text block to connect them
4 votes -
Use standard tokens from HubSpot to pricing table
Ability to pull values using standard default tokens from a HubSpot deal to a pricing table.
4 votes -
Webhook UUID in the payload
Please add "UUID" of the webhook in the webhook payload.
4 votes -
Option to route all email notifications to any selected email
The only option to share email notifications to a (Shared email) is to add the email to a cc on the template/document level. I would be nice to have an option to select where the email notification will be received. Like a shared email address
4 votes -
EU data residency with Pipedrive
Allow an integration with Pipedrive if the data is stored on EU servers
4 votes -
ZUGFeRD/XRechnung
Ability to generate invoices in the ZUGFeRD or XRechnung format.
4 votes -
Upload to Sharepoint automation for non-templated document
At the moment PandaDoc -> Sharepoint automation can be set up only for documents that are created from templates.
The feature request is to be able to set up the automation for documents which are not created from templates.
4 votes -
Update products within the Quote object in MS Dynamics
Would be great if the ability to have the automation to update products within the quote object in MS Dynamics similar to how you can with the products in the opportunity.
4 votes -
Salesforce: sync subtotal from PandaDoc to opportunity
I would like to know if it's possible to sync the Subtotal field from a PandaDoc template with the Opportunity Amount field in Salesforce. Ideally, when a new template is created/updated in PandaDoc, the subtotal would automatically update the opportunity amount in Salesforce.
4 votes -
Option to change the font size for fields under the Design tab
Option to change the font size of fields at once using the Design feature rather than doing it one field at a time in the template/document.
4 votes -
Password-protect Workspaces
The option to enable password for a workspace.
4 votes -
Simplify Document Creation and Sending Process
Reduce the number of steps required to create and send a document to streamline the workflow.
4 votes -
Monday.com: automatically assign recipient
Option to automatically assign recipient to the role during document creation from Monday.com
4 votes -
Audit Log: Track Account Ownership Change
Add account ownership changes to the audit log.
4 votes -
Link documents back to Zendesk Support
The option to link PandaDoc documents to Zendesk Support.
4 votes -
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
4 votes -
Pricing table: disable the option for the recipient to select products if the field is assigned to them
Wants to have all products listed on the pricing table and select which ones, before sending, that the recipient is purchasing. To do that, you have to enable “optional item” for those products. However, we also have added fields to the document for the recipient to sign, but adding these fields also allows the client to change the product selections on the pricing table. Looking for a way to eliminate that.
4 votes -
Design: set different font for different headings
Option to set different font for different headings in the design section, for example, we may use Montsterrat for H1 and Roboto for H2
4 votes -
Automation: Data fields will automatically be sorted out based on the fields in the document
Automate data field completion to avoid filling it manually each time—perhaps by pulling information from document fields or variables, or by selecting them once for a specific contract template and applying them automatically thereafter.
4 votes
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