7365 results found
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Renewal Reminder Customised Message
It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.
Perhaps an addition to this area?
10 votes -
10 votes
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option to bulk cc a recipient for all documents
Ability to pre-assign a recipient for role for all the documents/templates in the workspace.
10 votes -
Attachment on Sent documents
Ability to allow users to attach files even when the document has been sent.
10 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
10 votes -
Clickable phone number link ☎️
Ability to add a phone number as a hyperlink (now it is now allowing you to do so).
10 votes -
Populate Document Expiration Date Variable before sending
Be able to see the document expiration date variable filled in document before sending
10 votes -
Min/max numbers for text field validation (Numbers only)
Text field validation_Numbers only: having an option to require a minimum number of numbers
10 votes -
ability to print forms
ability to print forms
10 votes -
Page thumbnails for recipients: Show left-hand navigation panel at the recipient's view
Hide the TOC on the document but leave the left-hand panel with headings for recipient to easily navigate across the document, i.e. the TOC is not visible on the document page, but headings are visible on the left
10 votes -
Bill.com
Ability to connect with Bill.Com
10 votes -
Forms improvements
enhance PandaForms
10 votes -
Email validation
Email validation for contacts
10 votes -
Same day reminder
How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.
10 votes -
Push ALL HubSpot product line items to pricing table in PandaDoc
Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.
10 votes -
Ability to set Default Role when Inviting new Users
If the account has custom roles- make it appear as default when a new user is invited.
Allow Member Role to be a default role when inviting new users.
10 votes -
Ability to remove header
Remove header block.
10 votes -
hubspot to pull tokens from multiple objects
Ability to pull tokens from both Deal and Contant records simultaneously
10 votes -
Stripe integration to pull info into PandaDoc, not for payments
Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments
10 votes -
10 votes
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