7095 results found
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Create contact with filled-in fields via form automatically
OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way
16 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
16 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).
16 votes -
16 votes
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Conditional logic for Payment block
Payment block populates only if the customer selects "credit card" as the option for payment.
16 votes -
Copy the page from one document to another.
Copy the page from one document to another.
16 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
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 -
[Bulk Send] Send via SMS
We would like to be able to use Bulk Send with the Send via SMS feature.
15 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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[Quote Builder] Transfer data functionality
Being able to use Quote Builder with Transfer Data functionality.
15 votes -
Quickbooks Online - create and send a QB invoice upon the PandaDoc being signed
I'd love to see a sync with Quickbooks Online in order to create and send a QB invoice upon the PandaDoc being signed.
Right now, I'm currently having to figure out how to use Zapier to connect Hubspot/PandaDoc/Quickbooks and this would drastically simplify the process.
Thanks!
15 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 -
Calculate tax by location
Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time
15 votes -
Rotate Text Blocks
Allow the ability to rotate Text Blocks by degrees. I would like to add to a 90 degree angled Text Block
15 votes -
Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level
The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.
15 votes -
15 votes
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15 votes
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access emails history sent by pandadoc upon sending documents
history of emails sent with email body text
15 votes
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