7340 results found
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Ability to manually change the date of document creation/completion
Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.
2 votes -
Remove a line item in the pricing table if a rule is not met
set some rule where if Option X is selected (In this case the upgrade offer on that template) then a line item in the pricing table is removed (in this case, the set up fee line item)
2 votes -
The ability to splice existing paragraphs in a document
The ability to splice existing paragraphs in a document, similar to video or music editing software. This would allow users to easily add line breaks or page breaks within a paragraph.
2 votes -
Ability to upload more than 10 files to Attachments
Ability to upload more than 10 files to Attachments
2 votes -
Automatically apply the signer's name to the document completion notification
Automatically apply the signer's name to the document completion notification
2 votes -
Files attached to a document to pull over into the new version of the document upon being duplicated
2 votesHi,
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Split documents to save in different folders
The ability to split documents into different folders.
i.e I send a 4 page doc, and i would need page 1-2 in one folder and 3-4 in another folder
2 votes -
Restrict account users from adding new pages
We'd like to restrict the users from adding new pages to the templates
2 votes -
Next and Previous buttons for Comments
Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.
2 votes -
Switch PandaDoc accounts without relogging
switch PandaDoc accounts without logging out and logging back in
2 votes -
Add a "month to date" option for reporting
It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.
2 votes -
Easier way to replace fields with same shape and size content blocks
Easier way to replace fields with same shape and size content blocks
2 votes -
Calculate a total for a pricing table plus a regular table
Calculate a total for a pricing table plus a regular table
2 votes -
2 votes
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2 votes
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Support ticket requests in app to cc admins for visibility and notifications by workspace
support tickets – is there a way to have every support ticket submitted by a user in our account (in app request + emailed support) to cc a specific email and admins of the workspace?
I'd prefer to have our IT department to supervise support requests and admins to have visibility.The only way is to CC them in a reply to the emailed ticket.
Goal: every ticket created in any workspace has him cc’d on it so he can be aware of any issues, as well as having the workspace admins cc’d to allow better tracking of potential issues.
2 votes -
Auto-populate fields with Pipedrive data via API after linking to a deal.
Auto-populate fields with Pipedrive data via API after linking to a deal:
I am generating a document via API from a template, and linking the document to a pipedrive deal. However, the pipedrive merge fields in the template do not populate with the data from pipedrive. How do I get the data to autopopulate by linking the deal without having to pass each field to the template via the API.2 votes -
PandaDoc <> Insightly: pre-assign the recipient
I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'
2 votes -
HubSpot automation: when a meeting is booked, a PandaDoc document is sent
When a meeting is booked in Hubspot, a PandaDoc document is automatically sent
2 votes -
Mobile App: Invite New User
Ability to invite users in Mobile App
2 votes
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