7685 results found
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ability to add items to dropdown field in bulk
ability to add items to dropdown field in bulk
21 votes -
21 votes
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More Robust Analytics Reporting
The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).
21 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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21 votes
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Request for Consistent Formatting of Word Docx and Google Docx Uploads
Customer would like the word docx and Google docx to follow the format when being uploaded to the platform
20 votes -
Copy templates to a the new workspace
Customer would like the option to be able to copy templates to another workspace.
20 votes -
Stripe: send invoice after payment was made
Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually
20 votes -
Option to disable notification to recipients after document got completed
- Will allow the sender to disable notification once the document got completed
20 votes -
Move "Create Document" button in Hubspot Above the document list.
As of now, the "Create Document" button is in the very bottom of PandaDoc module in Husbpot.
So in cases when there are too many documents per Husbpot Object - user has to scroll down through all of them to be able to click "Create Document".
Would be great to have this button moved up - above.
20 votes -
[Quote Builder]: Change Language for Column Titles, footer field names and billing frequencies
Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages
20 votes -
Search Results are no longer sortable
We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
thank you,20 votes -
Multiple themes when bundling documents
Allow multiple themes when documents are bundled.
20 votes -
Ability to add or attach a document / attachment to a completed document
Would like to have the ability to add W-9 and Banking instructions to a completed document.
20 votes -
Conditional Content Approval
Needs conditional routing, conditional approvals (More advanced than what we have)
When content within a document is edited to remove or edit clauses from the template send for approval to specific group.
20 votes -
20 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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An option to use a custom fields with data merge in Hubspot
an option to use a custom field with data merge in Hubspot
20 votes -
Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
20 votes -
Adjust / reduce the spacing (move closer) between two blocks
Ability to adjust the spacing between bullets and text
20 votes -
Preview a Template / Form / Document
Preview a template when you are in the "Templates" tab
20 votes -
Flatten PDFs before the upload
If the PDF is not flattened, some content can be missed after upload
20 votes
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