6413 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
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    Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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12. Automatically mark PD domain as safe sender
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13. Hubspot - documents created from an object show up under other objects associated with this object
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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. Mass update documents with signers/recipients no longer in the organization (like transfer document ownership feature)

    Ability to mass update documents with recipients that have left the company.

    "The primary issue is when we have a primary singer in our org that reviews and signs all contracts and if that person leaves, we have no way to mass move the assigned signer from one user to the next. We are either left with the API option which most people don't have immediate help/resources to utilize ( developers) OR have to manually update hundreds of documents manually using the Change Signer UI OR implement clunky work arounds. For example, giving another user access to the previous signers seat which requires involving IT because we have to reset their password which sends a message to an email that is likely already inactive and the profile email can't be updated. This workaround also eats up a seat that we should be able to fore-fit after the previous signer leaves."

    Ability to mass update documents with recipients that have left the company.

    "The primary issue is when we have a primary singer in our org that reviews and signs all contracts and if that person leaves, we have no way to mass move the assigned signer from one user to the next. We are either left with the API option which most people don't have immediate help/resources to utilize ( developers) OR have to manually update hundreds of documents manually using the Change Signer UI OR implement clunky work arounds. For example, giving another user access to the previous signers… more

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20. Page Centering

    Can you please add a function that allows users to center objects on the page or always have the center alignment line populate?

    When working on a page with multiple content boxes it is nearly impossible to drag a new object (text box) to the actual center of a page due to PandaDoc using grid-based relative layout where it prioritizes alignment to different boxes rather than the actual center of the page. The center line should always populate to ease the process for users manually adjusting documents. Even if there was a button to center the object, like you center text in a text-box, it would be greatly appreciated to save time and ease the editing process.

    Can you please add a function that allows users to center objects on the page or always have the center alignment line populate?

    When working on a page with multiple content boxes it is nearly impossible to drag a new object (text box) to the actual center of a page due to PandaDoc using grid-based relative layout where it prioritizes alignment to different boxes rather than the actual center of the page. The center line should always populate to ease the process for users manually adjusting documents. Even if there was a button to center the object, like you center… more

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    0 comments  ·  Usability Improvements  ·  Edit…  ·  Delete…  ·  Admin →
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