7425 results found
-
Select a template automatically salesforce
Choose the PandaDoc template automatically based on salesforce field value or salesforce product
16 votes -
Place Text Over Images in PandaDoc
Client would like to be able to add text over images added in PandaDoc editor
16 votes -
Table headings
Ability to add a heading to the top of a table.
16 votes -
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.
16 votes -
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 -
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
16 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!
-
16 votes
-
Conditional logic for Payment block
Payment block populates only if the customer selects "credit card" as the option for payment.
16 votes -
Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document
Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).
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 -
[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.15 votes -
Recipient Analytics Reporting
Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).
15 votes -
Option to only allow ACH payments via Stripe
It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.
15 votes -
Conditional approvals based on the Sender
Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.
15 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.
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 set different fonts and sizes for the linked fields
Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.
15 votes -
Add default option for Date > Autofill with Signing Date
Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.
Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.
15 votes -
Option for Email Aliases
Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.
15 votes
- Don't see your idea?