7271 results found

1. the ability to designate specific templates available to specific objects within Salesforce.

   the ability to designate specific templates available to specific objects within Salesforce.

   3 votes

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2. Customer Facing Tutorials

   Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.

   Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.

   3 votes

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3. Require one option for a recipient to sign instead of having more options

   Require one option for a recipient to sign instead of having more options

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4. Insightly: Pull product data from Insightly to PandaDoc

   The customer is requesting to pull product data from Insightly to PandaDocs as part of the native integration.

   3 votes

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5. Restrict viewing certain pages to recipients
   3 votes

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6. On-Premises hosting
   3 votes

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7. Link to CRM Insightly

   Insightly: update document with the details from CRM.

   3 votes

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8. be able to split the document into parts after completion

   be able to split the document into parts after completion

   3 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. A variable gets a capital letter if it's at the beginning of a sentence
   3 votes

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   Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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10. Word document Text Sectioning

    Option to automatically put sections of an uploaded word document into different text blocks after uploading.

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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11. Payment gateway for Converge Pay processed by Elavon

    Payment gateway for Converge Pay processed by Elavon.

    3 votes

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12. Ability to specify what pages to download when downloading in mass
    3 votes

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13. Autoassigning recipients to roles in CRM integrations
    3 votes

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14. Cross-site tracking

    Allow integrations (Hubspot in particular) work without enabling cross-site tracking.

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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15. images preview

    ev2 click on the images and see them full screen

    3 votes

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16. Content Locking improvement for Ev2
    3 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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17. ev2 pricing tables- open entry text field for signers in pricing tables.

    ev2 pricing tables- open entry text field for signers in pricing tables.

    "I'd love to be able to add a field in Pricing Tables where signers can sort of "fill in the blank""

    3 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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18. 2 way sync for Close

    2 way sync for Close

    3 votes

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19. [Pricing table 2.0] Preserve the column width when it's hidden
    3 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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20. For PandaDoc to have an automatic domain verification

    PandaDoc should have a domain verification so that all of our email won't be sent to a recipient's spam folder. Customer have stated the below:

    "Active Campaign can do it with domain verification, you guys should be able to also
    DMARC records etc
    not hard
    please pass this on"

    3 votes

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