7271 results found
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Warning that text will be cut off in PDF
If the text entered in a drop-down field is longer than the field, that text will be cut off in the PDF download of the completed document. Display a warning when this is a possibility.
11 votes -
11 votes
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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 -
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
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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 -
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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automate the populations of data for a given contact into multiple forms (or templates) for that contact
automate the populations of data for a given contact into multiple forms (or templates) for that contact
11 votes -
Multiple lines in variables: insert line breaks in tokens/variables
insert line breaks in tokens/variables
11 votes -
Bulk Send via API
bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends
11 votes -
Field data mapped into Pipedrive
Ability to map document field data into Pipedrive
11 votes -
Document value currency
Change the document value currency once the currency is set in pricing table.
11 votes -
Import drop down list for excel or PDF
Instead of having to copy and paste each item one by one from a huge list into the dropdown field, it would be great if you could import a list from an excel file, or something equivalent.
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
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