7126 results found
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Variable font design
Change the font in variables for separate values
I.e. in a variable Hello World make the word "World" in bold8 votes -
Document link to SalesForce Quote record
Customer would like to link the document to Quote record in SalesForce
8 votes -
Copy and paste fields
There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.
Manually adding multiple initials to documents that are 30-50 pages is very time consuming.
Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?
8 votes -
8 votes
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Automation: Variables in Document Title
Ability for Variables in Document Title will be supported in automations
8 votes -
HubSpot 2-way sync: ability to pull back info from variables to HubSpot
Ability to pass variables values back to HubSpot if any values have been manually adjusted or added after the document creation.
8 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
8 votes -
[Quote Builder]: Required option for Quote Builder
Required option for Quote Builder - similar to fillable fields
8 votes -
Update Hubspot Property with Document Sequence number when completed
We use a pandadoc sequence number "Contract Number X" on all Hubspot deals. When a document is completed, would like deal property "Contract Number" to be updated automatically with X.
8 votes -
pass Pipedrive product image to PD pricing table
pass Pipedrive product image to PD pricing table similar to PD catalog
8 votes -
Smart Content via Bulk Send
To be able to use Smart Content with bulk send.
8 votes -
Use a different email per workspace
The ability to use a different email per workspace within an account.
8 votes -
Audit Trail - Recipient Analytics - Recipient Time Spent viewing Document
I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, Time Spent viewing the document.
8 votes -
Email notification of signer includes the name or email of whomever completed
Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.
8 votes -
report of recipients who haven’t signed and also who have signed documents
be able to download a report of recipients who haven’t signed or signed the documents
8 votes -
ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign
Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.
8 votes -
import variable values using spreadsheet
I want to know can I import the values for the custom variables using a spreadsheet like Excel or Google Sheets
8 votes -
Pre-fill a text field with a variable
Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.
8 votes -
Better align inserted fields with written text
Despite the useful guide lines that help users align inserted fields, (1) fields don't always show as aligned when converted to pdf, so it's not WYSIWYG. Another problem is that (2) in practice, fields are difficult or impossible to fully align with written document text! This results in an unprofessional-looking and hard-to-read final document. And (3) if a user has created a table and deletes or add a row, the text will go away but not the inserted fields or checkboxes, which causes everything in the table to misalign.
8 votes -
Export Product Catalog by Category
When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.
8 votes
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