5897 results found
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Mass export variables
Ability to mass export variables list from the document or the template.
19 votes -
Link documents from PandaDoc to Zendesk Sell
Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce
19 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Drop-down field to select several options
Drop-down field with the possibility of selecting several options.
19 votes -
Table Design
Option to only highlight certain lines in a table, not the entire border.
19 votes -
[CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables
The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.
19 votes -
Skip cover page for page numbering
Page numbering in PDF starts from the first page, not with the cover page
19 votes -
Enlarge Signature Field via Mobile app
Would like to enlarge the signature field to easily draw signatures when sending document to clients.
18 votes -
Option to use custom variable/variable on pricing table
- Will allow the sender to add custom variable on the Pricing table
18 votes -
Set expiration date when uploading the document
Set expiration date when uploading the document
18 votes -
Ability to set different fonts and sizes for the linked fields
Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.
18 votes -
Add Image Library to banner side/enable full access to edit Image Library
Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).
Enable full access for users to edit and recreate image library however they like.
18 votesLindsey Schocke responded
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Conditional logic for Qoute Builder
Will allow the user to set conditional logic for Qoute builder
18 votes -
Date field MM/YY - Month/Year formatting option
Ability to use MM/YY formatting for date fields.
18 votesValeryia Baranava responded
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Option to restrict access to the workspace for the Account owner/Admin
Option to remove Account owner/Admin from the workspace
18 votes -
Download specific pages of a document
Be able to download a completed document's specific pages, to share separately.
18 votes -
Restore Deleted Contacts / Contacts list version history.
The functionality to restore contacts that have been deleted and undo a contact import.
18 votes -
Add documents to a bundle
Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document
18 votes -
Pricing Table: decimals editing on a cell level
to change the decimals on the cell level
18 votes -
Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)
The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?
18 votes -
18 votes
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