7271 results found
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Display uploaded files in PDF
Display uploaded files in the PDF ev1
15 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).
15 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.
15 votes -
15 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- Recipient view localization.
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Link to CRM Zoho
Link documents to Zoho CRM from PandaDoc side
15 votes -
15 votes
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15 votes
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More options to add videos
More options/ways to add videos. Embedding options
15 votes -
Setup 2FA for all users at once
Option to setup 2FA for all users at once
14 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.
14 votes -
Option to disable notification to recipients after document got completed
- Will allow the sender to disable notification once the document got completed
14 votes -
Option to Download Audit trail in PDF
- Will allow the user tp download the audit trail in PDF form
14 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.
14 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.
14 votes -
14 votes
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GoHighLevel CRM
GoHighLevel CRM
14 votes -
Allow recipients to revisit unfinished forms without having to restart the form process.
Allow recipients to revisit unfinished forms without having to restart the form process.
14 votes -
tiered pricing, (as opposed to volume pricing)
Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
5 x $750 + 15 x $600, instead of 20 x $600.14 votes -
Ability to pass billing frequency fields into the pricing table for HubSpot line items.
Ability to pass billing frequency fields into the pricing table for HubSpot line items.
14 votes -
Export specific data from Reporting, based on filters
Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
Ability to get not the overall report, but only the info you see inside the app after applying filters14 votes
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