5910 results found
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Scan for Automatic Renewal Date
Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.
2 votesValeryia Baranava responded
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Add the option to prompt the CC recipienst to view the document
is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?
2 votes -
Check the Box will make the text field next to it as a requirement
Check the Box will make the text field next to it as a requirement.
2 votes -
Zendesk Sell Show Lead Documents After Conversion
Documents in Zendesk Sell that were created during the Lead process should be viewable in the PandaDoc integration after the lead has converted into a sale.
2 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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Customize Left and Right Border for Page
Enable a left and right border like the header and footer that allows for customization of the left and right border in addition to the header and footer. Allow for images and bars to frame the page.
2 votes -
remove the grey pic of an image block if the image hasn’t been added in pdfs
Ability to remove the grey pic of an image block if the image hasn’t been added in a downloaded PDF
2 votes -
Select multiple text boxes to cleanly copy/paste into Word or Outlook
Select multiple text boxes to cleanly copy/paste into Word or Outlook
(originally spoke to Raena Aniban on support)
2 votes -
Revision Renaming
Would be great to be able to name a revision that you're about to send out, even like "v1", "v2", etc -- revisions are good, but would be great with this
2 votes -
Pop up notification for admin for all users
Would like to have the capability of an admin to notify all users of announcements.
Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.
Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.2 votes -
2 votes
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Lock ability to create a document from an existing sent document
Create a setting to block the ability for users to create a document from a sent document.
Idea is to force them to convert the sent document into a template or use an existing template.
This would reduce the possibility of client data transferring to another document.2 votes -
2 votes
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A button to "add rows" to a form template table.
Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.
2 votes -
2 votes
We wanted to share an update regarding "Get all documents with recipients in one query via API". After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Pass description formatting from CRM
We have a product in HubSpot with a multi-line description. It would be idea if the full description comes over in the correct number of lines
2 votes -
2 votes
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2 votes
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support wistia custom links
support of customized wistia links that do not include wistia.com in the end
2 votes -
Lock specific message to the template
would need to have a specific messages attached to every templates i have
2 votes -
mention the attachment name in the body of my PandaDoc document
mention the attachment name in the body of my PandaDoc document
2 votes
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