6788 results found
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Allow admins to change other users' emails, names, and passwords
Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.
16 votes -
Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM
Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce
16 votes -
placeholder for checkbox field
Placeholder for checkbox field.
16 votes -
Hubspot mobile app
Ability to use the hubspot mobile app with PandaDoc
16 votes -
Ability to embed fields in the downloaded PDF
After Downloading the Document as PDF, There's still fields that recipients can input details.
15 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.
15 votes -
Option to generate one document link for all recipients
Share a single document link with all recipients, rather than creating a unique link for each user.
15 votes -
[Quote Builder]: Ability to edit spacing in quote builder (Design)
Ability to edit spacing in quote builder (Design)
15 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.
15 votes -
Import Contacts using CSV file directly to Pandadoc
Import Contacts using CSV file directly to Pandadoc
15 votes -
Conditional fields: 'Hide these fields' option along with 'Show these fields'
The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.
At the moment we have the following parameters:
When Checkbox1 is checked
Then 'Show these fields'However, the customer would like to have another option - 'Hide these fields'.
15 votes -
15 votes
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Default Saved Message: automatically choose a saved message for a document
Ability to set a default saved message
15 votes -
Wise
possibility to integrate Wise (payment method) to Pandadoc
15 votes -
15 votes
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Set Document Value thru API
It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
{
...
document_value: 123456,
...
}15 votes -
Option to see the users who deleted a document / template
A panel where customers can see which documents were deleted, and by whom and when.
15 votes -
Ability to set custom payment amount to PandaDoc Documents
Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.
We can set custom payment to document from PandaDoc site but not through public API.
15 votes -
Option for column totals in the pricing table
Option for column totals in the pricing table
15 votes -
Auto-update table of content before the document gets sent out
Auto-update table of content before the document gets sent out
15 votes
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