7228 results found
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Change the placeholder of variables and automatically make a hyperlink in PandaDoc from Hubspot
From a customer, "you should be able to put a label on a variable".
4 votes -
Update Contacts via mobile app
Ability to update the contacts list via mobile application!
4 votes -
4 votes
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Save payment information while duplicating a document
When duplicating a document, to preserve the information (payment data).
It would be helpful to have a toggle to allow the payment data to transfer to the new document when duplicating it.
example: A completed agreement for an event with the number of guests, deposit, and date.
Then the client needs to update the number of seats where the deposit needs to be updated; when duplicating the document, the deposit amount could be updated while maintaining payment data.4 votes -
Field size adjustment shortcut keys
Allow for [Shift + arrow keys] to adjust the height and width of selected fillable fields to get the exact size needed. Compare to Adobe Sign. [Shift + arrow up/down] adjusts field height. [Shift + arrow left/right] adjusts field width.
4 votes -
Document download approval
Very few of our users ever use the PandaDoc to send documents or collect signatures. Most of them, at least as far as I understand, will use the templates to create a document, then just download it, print it out, and deliver it person to collect an in-person signature. From what I can tell, the downloading of documents is not subject to the approval workflow process, regardless of whether the button says “send” or “send for approval.”
So at least as far as I can tell, if we were to set up an approval workflow on a template, that’s not…4 votes -
pass selected items from the pricing table (document 1) into the pricing table (document 2)
Be able to do the following: pass the selected items by the recipient in a Document A to the pricing table into the Document B
4 votes -
update a deal status in hubspot when using a bulk send
update a deal status in hubspot when using a bulk send (possibly with Zapier). So when a document from the bulk send is completed - update a deal status to completed.
4 votes -
stretch an image to the edges in the header
stretch an image to the edges in the header (both on the left and right side)
4 votes -
4 votes
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convert DOCX file to editable in Salesforce integration
Be able to upload and convert DOCX file to editable in Salesforce integration
4 votes -
drag and drop clients info
ability to drag and drop clients info using fields that will be prefilled automatically, not Text fields that you should fill out
4 votes -
4 votes
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edit bullet colours apart from text
should be possible to create red bullets and have black text following?
4 votes -
Use your bank for ACH
Is there a way to accept ACH payments using our bank via PandaDoc? I don't want to use stripe
4 votes -
ability to setup sorting in the pop-up window when adding items from catalog to a pricing table
ability to setup sorting (for example by sky, or price) in the pop-up window when adding items from catalog to a pricing table
4 votes -
Add a message/link to the dashboard
idea to add a message/link to the dashboard for all of our team members to see
4 votes -
[Bulk Action] Export and bulk delete documents from a particular template
Bulk Export and Bulk delete documents of a particular template that have been completed
4 votes -
Control reminders for docs created from Pipedrive deals
Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.
4 votes -
4 votes
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