6080 results found
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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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Lock pages from being removed from a template
It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.
17 votes -
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 -
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 -
Dynamic variables
They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document or other values
17 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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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 -
[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 -
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 -
Hubspot mobile app
Ability to use the hubspot mobile app with PandaDoc
17 votes -
[Word Import] Keep basic numbered and bullet lists from MS Word documents
Improve the document import process to ensure that when documents are uploaded to PandaDoc, numbered/bullet lists reflect the original structure.
The numbered lists sometimes become bullet lists after import, or vice versa. For example:
1. a
2. a
become
•
•
Additionally, when there are nested lists, only the 1st level list is kept after import; other levels are lost.16 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 -
Send Customize email notification after document completion
Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.
16 votes
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