6099 results found

1. [Bulk action] Ability to change sequence of multiple templates at once
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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Notification of unfilled fields for sender
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3. Expose Cost/Profit margin endpoints in API + Zapier

   Cost/Profit Margin endpoints exposed in PandaDoc API

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4. Ability to download a receipt as a separate document (PDF)
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5. Ability to upload PDFs to comments on a document
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6. Copper Sync - Refresh Document

   Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

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7. Reset branding
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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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8. Move Checkbox

   Ability to adjust were the optional checkbox falls in a pricing table

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   Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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9. Catalog - Ability to update custom columns with a CSV
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10. Unchecked boxes disappear once sent to client

    Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.

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11. PayFlow Pro gateway support by the PayPal integration
    2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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12. Automatically mark PD domain as safe sender
    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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13. Hubspot - documents created from an object show up under other objects associated with this object
    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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14. Accept Button before signing

    Button accept before signing the document from the clients' side.

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15. Hubspot contact in a deal to be auto assigned to a role
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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16. api revision number as token

    api revision number token for document changes

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17. Access contacts list on mobile app
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    Idea  ·  1 comment  ·  Mobile  ·  Delete…  ·  Admin →
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18. Ability to view all documents created in HubSpot in any object
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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19. Bulk Resize Multiple Fields to Equal Dimensions in Document Editor

    What’s the problem?

    There’s currently no way to resize multiple fields at once in the document editor. Users must manually resize each field individually, which is time-consuming when working with forms that have many fields.

    What we need:

    The ability to select multiple fields and resize them all to the same dimensions in one action.

    Why it matters:

    Saves significant time when building forms and templates
    Creates consistent, professional-looking documents
    Reduces repetitive manual work
    Current workaround:

    Resize one field, then duplicate it—but this doesn’t help when fields already exist and need to be standardized.

    This version is concise and gets straight to the point while covering all the essential information.

    What’s the problem?

    There’s currently no way to resize multiple fields at once in the document editor. Users must manually resize each field individually, which is time-consuming when working with forms that have many fields.

    What we need:

    The ability to select multiple fields and resize them all to the same dimensions in one action.

    Why it matters:

    Saves significant time when building forms and templates
    Creates consistent, professional-looking documents
    Reduces repetitive manual work
    Current workaround:

    Resize one field, then duplicate it—but this doesn’t help when fields already exist and need to be standardized.

    This version is concise and gets… more

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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20. Keep Field ID data for Fillable Fields when adding Content Library documents

    Currently, custom Field IDs for fields added to Content Library documents automatically include a number starting with "1" after the Field ID name. A specific Field ID has been entered for a Fillable Field that would be the same in various documents in the Content Library. Adding various forms with these fields into a template do not link because a number is being added to the Field ID name. Users have to manually check each field and delete the number from the Field ID so that it can automatically link to each other throughout the document. For long documents, this is very time consuming.

    When adding a document from the Content Library into a template, I'd like the option of being able to keep Field ID in fillable fields in the form of a pop-up before the document is added to the template especially if a Field ID was entered for a field in the original document to match the rest of the fields in the template. The link between fields would be automatic and consistent through a long-form document created in a template.

    There's no ability to add custom fields for the client/customer to enter so we either do it for them or rely on custom Field ID's for data to merge into various documents. If they have to spend too much time on a document, they are likely not going to finish it or it's prone to more human error.

    Currently, custom Field IDs for fields added to Content Library documents automatically include a number starting with "1" after the Field ID name. A specific Field ID has been entered for a Fillable Field that would be the same in various documents in the Content Library. Adding various forms with these fields into a template do not link because a number is being added to the Field ID name. Users have to manually check each field and delete the number from the Field ID so that it can automatically link to each other throughout the document. For long documents, this… more

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    0 comments  ·  Content Editing & Design  ·  Edit…  ·  Delete…  ·  Admin →
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