7423 results found
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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 -
Customize doc/temp/catalog list view columns
Ability to customize the columns shown in doc/temp/catalog list view
17 votes -
17 votes
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Document Opened Date System Variable: Autofill date field or variable with date recipient opens the document
option to setup a fillable field for date that will auto fill the date that the client opened the link
17 votes -
Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
17 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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Edit Document Creation Variable (system variables)
Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out
17 votes -
Allow to use templates from different workspace in HubSpot without switching workspaces
It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).
17 votes -
When adding a presentation from canva should be able to change the page orientation to landscape in canva
When adding a presentation from canva should be able to change the page orientation to landscape in canva
17 votes -
[Bulk send] Edit documents
Edit documents that user would like to send in bulk
17 votes -
ACH payment across different payment gateways
ACH payment across different payment gateways
17 votes -
17 votes
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Copy the page from one document to another.
Copy the page from one document to another.
17 votes -
ev2 wrap text and make text smaller when recipients add long responses to text fields
ev2 wrap text and make text smaller when recipients add long responses to text fields
17 votes -
Edit notification message on PDF attachment
Customizable message when automatically receives completed PDF document to signors.
17 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.
17 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
17 votes -
Link to CRM Zoho
Link documents to Zoho CRM from PandaDoc side
17 votes -
Able to use Variables in titles when sending documents via Bulk Send
Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.
16 votes -
[Quote Builder] Transfer data functionality
Being able to use Quote Builder with Transfer Data functionality.
16 votes -
Setup 2FA for all users at once
Option to setup 2FA for all users at once
16 votes
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