7446 results found

1. Sub list in table

   Sub list in table similiar to the text box

   exmaple
   1.
   1.
   2.
   3.
   
   1.
   2.

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   Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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2. Microsoft Power Bi

   Integration with Microsoft Power Bi

   8 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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3. Recipient view: Turkish
   8 votes

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   Idea  ·  1 comment  ·  Localization  ·  Delete…  ·  Admin →
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4. Variables working with Dropdown fields / Drop-down value for Variables

   "I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "

   8 votes

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   Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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5. Change layout of entire document or template
   8 votes

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   Idea  ·  1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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6. customize the outgoing message based on template

   customize the outgoing message based on template

   8 votes

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   Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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7. Restrict users from editing completed docs
   8 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. Link2CRM Linking documents to objects other than deals
   8 votes

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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9. Improve PDF Processing Errors

   when using Upload PDF to create PandaDoc via API.

   if pdf fails to process we should return useful errors.

   8 votes

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   Idea  ·  5 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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10. Google Forms

    Integration with Google Forms

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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11. Ability to populate documents from fields filled in on a prior document

    Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.

    8 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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12. Video Analytics

    Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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13. Search by folder names: Ability to directly search for document folders rather than simply the title of a document
    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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15. Signature with Conditional Approvals

    It would be nice to have the option to include signatures in the conditional approval workflow.

    8 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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16. Autotask

    integration with Autotask

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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17. The ability pulling Hubspot contact fields along with the deal fields into a PandaDoc template without using role variables
    8 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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18. Description as a separate column

    The option to have a description in pricing table as a separate column (Ev2).

    8 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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19. Route CRM generated documents into PandaDoc folders

    Route CRM generated documents into PandaDoc folders

    8 votes

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    Idea  ·  0 comments  ·  Automations  ·  Delete…  ·  Admin →
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20. Zoho PandaDoc Documents Section

    Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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