6974 results found
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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 -
Option to remove PDF page break to download the page as a whole
Option to remove PDF page break to download the page as a whole
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 -
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 -
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 -
access emails history sent by pandadoc upon sending documents
history of emails sent with email body text
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 -
Auto-update table of content before the document gets sent out
Auto-update table of content before the document gets sent out
15 votes -
Global Settings: disable pdf download for entire account / Ability to disable the 'Download document' for recipients on the account level
For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.
15 votes -
Collect files field has option to show the file / Collect files field file is visible in a document
Collect files field has option to show the file, like in Ev1. attach files can be viewed
15 votes -
15 votes
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15 votes
Hi. 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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Select a template automatically salesforce
Choose the PandaDoc template automatically based on salesforce field value or salesforce product
15 votes -
15 votes
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ClickUp
Integration with ClickUp
15 votes -
signature and document forwarding in forms
signature and document forwarding in forms
15 votes -
Direct video uploading
Availability to add videos to Content Library as files and upload on the document not through the links but from the files (e.g mp4)
15 votes
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