5401 results found
-
10 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!
-
Email Signature Block
Email signature block.
10 votes -
[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 -
Fix PandaDoc HubSpot integration to match update HubSpot Object Merge - Jan 2025
When HubSpot updated merge functionality in Jan 2025 (including Contacts and Companies, refer: https://developers.hubspot.com/changelog/updated-merge-functionality-for-crm-objects-including-contacts-and-companies) it broke the mapping between Contact and Company objects, and their associated PandaDoc documents.
Problem: When a PandaDoc document is created from a HubSpot Contact or Company, the HubSpot Object ID as added to the PandaDoc document metadata. Under the updated HubSpot object merge, Contacts and Companies are allocated a new Object ID. Therefore, when two HubSpot contact or company records are merged and then viewed in HubSpot, the associated PandaDoc documents for the two merge objects, do not appear on the new object PandaDoc…
9 votes -
Smart Forms: Receive a Notification once the Smart Form is filled out
It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.
9 votes -
9 votes
-
EU Server integration with Zapier
Offer the option to use Zapier with the EU server
9 votes -
Instalments: ability to set a flat installment amount
Ability to set a flat installment amount instead of percentages
9 votes -
Bi-weekly billing period option for recurring products
Bi-weekly billing period option for recurring products
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 -
Ability to change email background color
Ability to change the background color of the email received by the recipient
9 votes -
Installments: custom interval
Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.
9 votes -
Option to bulk create documents via CSV file
Ability to create document from csv just link in Bulk Sending but not actually sending them out
9 votes -
Ability to rename a Sent document when on viewing mode (opened document)
Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.
9 votes -
Ability to add text blocks to any place on the "content" type page
Ability to add text blocks to any place on the "content" type page.
9 votes -
Document link to SalesForce Quote record
Customer would like to link the document to Quote record in SalesForce
9 votes -
Automation: Variables in Document Title
Ability for Variables in Document Title will be supported in automations
9 votes -
Change payer after sending document
Customer would like the option to be able to assign or change payer after the document has been sent
9 votes -
Option for downloaded PDF to have information from the collect files field
- Downloaded PDF has an active collect file field
9 votes
- Don't see your idea?