7438 results found
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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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Approval flow for clients
Often a client needs to approve a document before it can be sent to their boss (the person signing on behalf of the company).
The "document forwarding & signature forwarding" options are not only very confusing to a lot of clients but also confusing for internal approval flows (i.e. there is a signer appointed to a document that is not eligible to sign on behalf of the company).
4 votes -
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 -
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 -
suggest edits available for other blocks besides text blocks
How to make suggest edits available for other blocks besides text blocks?
4 votes -
Saved Message Folder
I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.
4 votes -
Editor 2.0 > "Image" Block - Include PDF as a supported file.
In our contract, we include the PandaDoc signed cost proposal as "Attachment B" to our contact, which is visible to clients without clicking on an attachment. The PDF file format option was available to us using the classic editor. However, in 2.0 the image block only supports the following 3 files: JPG, PNG, WebP. Since PandaDoc does not export completed documents in these supported file formats, it makes it incredibly challenging to include the cost proposal as a visual document in our contract.
4 votes -
Asana
As an Operations Manager, PandaDoc and Asana both help organize and further business. Integration with Asana would be a mutually beneficial partnership as users can keep their workspace in one platform while also utilizing PandaDoc within that platform. Please consider this as a viable tool!
4 votes -
Refresh Pricing table and Data with MS Dynamics
Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.
4 votes -
An inbox or notification center for reviewing all documents with @name unresolved inline comment.
An inbox or notification center for reviewing all documents with @name unresolved inline comment.
4 votes -
Document analytics for content blocks - marketing
Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.
4 votes
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