5401 results found
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add collaborator through API while creating a document
add collaborator through API while creating a document
11 votesValeryia Baranava responded
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Mobile functionality in Monday.com
Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.
11 votes -
Option to resize logo
An ability to resize logo for the recipient's view
11 votes -
Conditional Content Based on Pages
Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.
11 votes -
11 votes
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switch fields in a template/draft document with Tab / the ability to tab to fill out fields in DRAFT status
switch fields in a template/draft document with Tab
11 votes -
Automatic conversion of Excel file to PDF within PandaDoc
Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)
11 votes -
11 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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Shared templates are added to the "All templates" folder
Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.
11 votes -
pdf download formatting looks different than in-app
PDF Download doesn't look the same as the user view. Page breaks, font size, color bleed aren't holding true.
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 -
collapsible sections/pages
collapsible sections/pages so a client can minimise or expand sections they're interested or not interested in
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 -
Option to set up field size and width when creating documents from a PDF via API
Set up field height and width while creating documents from a PDF via API
11 votes -
Automatically add Pipedrive custom product fields to pricing table
Automatically add Pipedrive custom product fields to pricing table
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 link below:
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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 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. There is an option to create a custom role where document creation is not allowed, but a user can manage roles and workspaces. For more information, please follow check the link below:
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Populate Document Expiration Date Variable before sending
Be able to see the document expiration date variable filled in document before sending
11 votes -
Bill.com
Ability to connect with Bill.Com
11 votes
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