7352 results found
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email reminder notification to my customers at least 30 days or so prior to their contract renewal date.
email reminder notification to my customers at least 30 days or so prior to their contract renewal date.
10 votes -
Suite CRM
Integration with Suite CRM
10 votes -
Download images
Ability to download images used in PandaDoc documents
10 votes -
Disable Finish Button
Disable Finish option (when completing the document).
10 votes -
10 votes
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10 votes
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HTML email templates
Ability to create HTML email templates and footers for document delivery.
10 votes -
InfusionSoft / Keap
Integration with InfusionSoft / Keap
10 votes -
Information from Signature Certificate is reflected in the document itself
I need that the signer info and timestamp will be displayed under (or below) the signature. I have multiple signers in each document and this is important to differentiate the signatures
10 votes -
10 votes
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Change the color of a default contact picture
It's set randomly now for every new contact.
10 votes -
Create documents through Pipedirve on the PD mobile app.
PanadaDoc App - PipeDrive App Integration.
10 votes -
Scroll-down Block
Scroll-down small field (to put a lot of text to scroll down).
10 votes -
Email Signature Block
Email signature block.
10 votes -
10 votes
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[Word Import]: When MS Word documents are uploaded to PandaDoc, the fonts mirror the original document settings.
Keep the fonts after Word file was uploaded into PandaDoc.
9 votes -
Always expand description in downloaded PDF
The client uses collapsible description in the Quote builder and he'd like the description to be uncollapsible when the document is signed and downloaded
9 votes -
Pricing Table Merge rules: More than one rule applies, option for"AND" conditional rule.
Example Use Case:
We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.Example rule:
If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.We wanted to display any product that was family ‘SaaS’ and product…
9 votes -
Add a hyperlink in a text field
As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.
9 votes -
Encryption and Security of Forms
Ability to secure forms with passwords/ sms verfications/ email verifications
9 votes
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