6797 results found
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Change Paper Size for A4 to Default in Main Settings / Theme Settings
Wants to use the A4 layout feature for all documents. Currently has to edit each one manually. There are two countries in the world using US format (US + Canada) - everyone else uses A4. Thank you!
11 votes -
Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).
Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).
11 votes -
Send Images as Token Data via Zapier
Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.
11 votes -
Offline Storage of completed document
a storage for completed documents without making it as a draft
11 votes -
Salesforce - Include Job Title contact field in the Add new contact
In the assign people to roles screen and choose to Add new contact > click Show more field, the Job title field is not included. Client will have to go to PD contacts tab to add this details for the variable to work.
11 votes -
Admin License
Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.
11 votes -
Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it
Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template
11 votes -
Zoho: to pull information from subforms
Zoho: to pull information from subforms
11 votes -
Document value currency
Change the document value currency once the currency is set in pricing table.
11 votes -
PDF Bookmarks
Hello,
Is there a way to export/print a pdf with the bookmarks. Similar to Word, perhaps there's a feature where you can select "turn headers into bookmarks." For large proposals, bookmarks tend to work best over the TOC and provide a better experience for the recipient and a timesaver for us users who have to manually create them
11 votes -
Automatic PDF attachments to emails notifying about a completed eForm
With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?
11 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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Attachments in Content Library
Ability to save and retrieve attachments from Content Library.
11 votes -
Extend Zapier functionality
Improve Zapier functionality with new features, like tracking certain info, etc.
11 votes -
Add the ability for admin to have notifications for entire workspace
Add the ability for admin to have notifications for entire workspace
11 votes -
Ability to choose if a signature is to the left, centered, or to the right aligned.
Ability to choose if a signature is to the left, centered, or to the right.
11 votes -
Pull Pricing Table Tax Flat vs Percentage rate from SalesForce
Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce
11 votes -
Lock Signing Order
Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.
11 votes -
Procore
integration with Procore to create and send documents
11 votes -
Assigned recipient for a pricing table: Ability to disable pricing table optional items/qty editing permission for one of the signers
Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.11 votes -
Private Contact Option
Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.
11 votes
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