6080 results found
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Text formatting for catalog
At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.
18 votes -
[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc
Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.
18 votes -
Recipient: Signature field options
- Add the ability to set different from black signature color.
18 votes -
Link to CRM Zoho
Link documents to Zoho CRM from PandaDoc side
18 votes -
Calculate tax by location
Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time
17 votes -
Group content blocks
Group different content blocks together to drag and move them around easily. For example, if you have a half-page layout that you want to duplicate and move to another page while keeping the current margins, spacing, order, formatting, etc., you can group the content pieces together then duplicate and drag the entire block to a new location.
17 votes -
ChargeBee
Integration with ChargeBee
17 votes -
GoHighLevel CRM
GoHighLevel CRM
17 votes -
Use same set of radio buttons across pages
Drag radio buttons from one page to another (for options that are one page long each)
17 votes -
Import Contacts using CSV file directly to Pandadoc
Import Contacts using CSV file directly to Pandadoc
17 votes -
Ability to restrict access to certain templates with password.
Ability to restrict access to certain templates with password.
17 votes -
Auto-rename document logic / Rename Forms after completion
Once a document has been completed by a customer if it is possible for that document to automatically have a name change
17 votes -
Option for the sender to resend the document to the recipient who did not recieve the document
Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.
17 votes -
Pabbly Connect
integrate with Pabbly Connect
17 votes -
ClickUp
Integration with ClickUp
17 votes -
Customize information passed to QuickBooks
Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.
17 votes -
Add a search bar for the Inbox
It would be great to have a search function to make finding documents in the 'inbox' easier
17 votes -
Multiple Branding Options for One Workspace
Client would like the ability to add multiple branding settings, (like logos), for one workspace.
17 votes -
More design options for editor
More design options like slide decks
17 votes -
Option to add multiple signature fields assigned to the list of recipients at once
Ability to add multiple signatures assigned according to the list of recipients without having to manually assign each field to a particular recipient, i.e. if the document has 20 recipients added, the client needs to have an option to add 20 signature fields on a page at once, and those fields should already be assigned as per recipients lists
17 votes
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