7317 results found
-
Generate Report of the IP address and location in the Signature Certificate
report of all the signed documents using specific IP addresses
13 votes -
Pricing Table - edit formatting of one cell with single click and highlight multiple cells to bulk change
New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.
13 votes -
Sort the documents by completed date and time.
Option to sort the documents by completed date and time.
13 votes -
Customize message in the Send Document box.
In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.
13 votes -
Round corners for blocks: Corner radius editing for content blocks (Rounded Edges for Text Block Borders)
How about adding round corners to the blocks.
Like in the PowerPoint. It will look especially nice on the cover page with the block background.13 votes -
Content Library management
When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)
13 votes -
Send completed PDF option without notification
Option to use feature 'Send completed PDF' without notification 'The document has been completed by all the recipients' turned on (for now creator is not able to get the PDF even he is CC'd).
13 votes -
[Content design] change orientation for uploaded template
change orientation for uploaded template
13 votes -
13 votes
-
13 votes
-
Rooms for Salesforce
Ability to Integrate Rooms with Salesforce
12 votes -
Bundling on Mobile App
Being able to bundle documents on the mobile app so users can work out of PandaDoc on an iPad and still be able to bundle if their workflow happens outside of the office (remotely working, etc).
12 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!
-
show the VAT (value added tax) and the gross before tax/vat in Quote Builder
It's really important to show the VAT (value added tax) and the gross before tax/vat in Quote builder
12 votes -
Disable recipient download/print PDF option for a document but send PDF copy via email after signing
Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.
12 votes -
reassign fields after a document is sent
It would be helpful if the fields can be reassigned to a recipient within a document after it is sent.
Ex. onboarding and collecting files from a client, they are completing other parts of the document but another party (included as a recipient) needs to upload documents, it would be helpful to be able to reassign those fields to the other recipient without editing the document and losing all the data from another recipient.- specifically to select fields...not all fields.
12 votes -
conditional rule for text field
conditional rule for text field
12 votes -
multiple renewal reminders
i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document
12 votes -
Change format of page number
I'd like to be able to add page numbers in the top of the footer so that I can add the company's contact details in the bottom of the footer. I'd also like to be able to format the size, font, colour, etc. of page numbers, so it matches the styling of company information. Not being able to format this is something that'd make me change back from using PandaDoc to other programs.
12 votes -
Automations: attach PDF to HubSpot Contact and Company object
When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)
12 votes -
Restrict entering an email for a signature field for recipients
Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.
12 votes
- Don't see your idea?