7161 results found
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Advanced Font Styling
- Multiple font weights
- Letter spacing
- Ligatures
- Typekit fonts support
7 votes -
Allow to copy multiple columns and rows into a Pricing Table
It would be very helpful if it was possible to copy multiple lines of content into a pricing table at the same time, as it is possible in Word or Excel. At the moment, we have to copy one cell after another which is very time-consuming.
7 votes -
Option to Not make a recipient as signer when assigned to a field
Option to Not make a recipient as signer when assigned to a field
7 votes -
SSO assign license types at user signup
Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP
7 votesHi. 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!
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Allow fields to be pre-filled and not assigned
Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.
7 votes -
Create Contacts with No Email
Client would like the option to create a contact without an email. Some of their clients do not have emails
7 votes -
Sync HubSpot tokens and the ones in a document
At the moment the list of tokens in a PandaDoc document is copied from HubSpot at the very moment when a document is created. When a property is deleted from HubSpot, the token disappears only in HubSpot -> Show PandaDoc Tokens, but not in list of Variables in a document. The feature request is to sync those list of variables in a document and in a deal/contact/company
7 votes -
Product catalog to track the items stock
Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog
7 votes -
Report Revenue
Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.7 votes -
Import from CRM: Contact Object, Hubspot
Import from CRM for Hubspot for the contact object.
7 votes -
Bulk Send Expiration / Reminder Settings on Template
Have expiration/reminder settings on a template which is used in Bulk Send to remain.
7 votes -
RESCO CRM
RESCO CRM
7 votes -
Conditional Charging Logic
The ability to do a surcharge for credit cards but not ACH
7 votes -
Notifications sent to specific emails when a doc is completed
Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)
7 votes -
7 votes
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[Reporting] Salesforce Activity
Salesforce reporting feature with PandaDoc integration.
7 votes -
7 votes
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Hiding the banner of the document when embedding through an iFrame
Hiding the banner of the document when embedding it through an iFrame
7 votes -
MS Dynamics / Monday.com: Map products to specific tables or sections
The ability to pull products from MS Dynamics into specific table or sections when creating a document.
7 votes -
7 votes
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