7126 results found
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Add spacing between header area and content.
On page breaks, content moved to next page is too close to the header looking terrible.
9 votes -
Change order of documents in a bundle
Documents in a bundle should be capable of being re-ordered.
9 votes -
Automate Reporting
Identify which documents are still waiting to be signed and email it as a report automatically
9 votes -
ability to make the pricing table columns not visible to the end users (recipients)
the default pricing table columns should work in the similar way as the cost column
so you can set up it in the way so it will disappear automically and won't be visible to recipients9 votes -
9 votes
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Granular Notification Settings for Forms initiators and workflow receipients
Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.
Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?
If this is…
9 votes -
Option to resize logo
An ability to resize logo for the recipient's view
9 votes -
Account Messaging / Notifications for Admins Only
Display account notifications ton account owners/admins only. Don't want end users seeing past due warnings, etc.
9 votes -
separate sandbox vs production webhooks
way to control, limit, or identify when a webhook is being sent for a test document vs a production one
9 votes -
ability to copy and paste line items
the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.
9 votes -
Create Additional Headings
Ability to create multiple heading styles in a template
9 votes -
freshsales
It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)
9 votes -
Disable option "send document" via app (leave only share via link)
disable option "send document" via app
(leave only share via link)9 votes -
Pull PD analytics back to HubSpot
For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.
9 votes -
Collaborate on Content Library Items (inline commenting and chat on Content Library items)
Allow users to invite Collaborators, do inline commenting, and chat, on Content Library items
9 votes -
Signature cannot be placed until all required fields are completed
Signature cannot be placed until all required fields are completed
9 votes -
Variables with Dropdown option AND/OR Repeatable Fields
I'd like to have a Variable appear multiple times throughout a template, but I want a dropdown option for the Variable.
For example, let's say I need to specify one of 3 locations: US, AUS or EU. Let's say that choice is repeated in various locations throughout my template. Right now, PandaDoc offers no way to choose that option from a dropdown AND have it repeat throughout the document.
I can either:
a) make a Variable with no dropdown option, or
b) create a Field with dropdown option, but I can't duplicate that field, so I'd have to manually re-enter…9 votes -
Hubspot - set document value
When you create a new pandadoc via the Hubspot plug-in, the value of the pandadoc should be taken as a custom value, based on the amount field in Hubspot
9 votes -
Add the ability to make a field read only
Add the ability to make a field read only
9 votes -
Hide document sequence on the recipients end
hide the document sequence from the recipients email, i.e. they should see the doc name only not the sequence.
9 votes
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