3795 results found
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Align checkboxes into table cells (see description)
It would be useful to have the option to properly align checkboxes and other fillable fields within tables, so that for instances where you add information to the table, it doesn't misalign multiple checkboxes within a document or template.
Currently if you manually align multiple checkboxes on top of a table and then, for example, add text to a table cell next to it which creates another line, it will misalign all of the checkboxes on the document. It would be helpful if instead of placing these checkboxes "above" the table, at least have the option to add it within…
5 votes -
Pre-set but adjustable auto-reminders
Make default auto-reminders every 3 days, like in docusing.
While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .
Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Ability to export a list of CONTACTS who completed a document.
Ability to export a list of CONTACTS who completed a document.
5 votes -
Option for Quarterly Billing pricing in the catalog
Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.
5 votesYou can check this article to learn more about the available billing frequencies and recurring products in PandaDoc CPQ:
https://support.pandadoc.com/hc/en-us/articles/8241999336471-Product-Catalog#h_01GFR0ZZQKH142C9PDMERM4YCP
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Restrict document owner from resolving suggestions
Restrict document owner from resolving suggestions but leave this option only for document approver(s)
5 votesLindsey Schocke responded
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Option to use sms verification trough Zapier or API.
We are using digital signed documents to make contracts. But we have to include 2FA because privacy regulations in the Netherlands. I saw that there was a option to verifiy to document receiver, but this is only for documents created manually.
We are using the Zapier plugin of PandaDoc to generate documents with data etc.
But we are not able to use this security function on those documents.
I think there would be a lot of people that need this option, i even saw comments online that people cant use PandaDoc because of this.
I like PandaDoc and i would…
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Recipients able to click on hyperlinks on a sent document without having to download PDF
For example, a PDF is uploaded into PandaDoc with hyperlinks. I can click on the hyperlinks in the editor. Once the document is sent, the recipient is not able to click on the hyperlinks unless a PDF of the sent document is downloaded.
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Stop Payment Reminders on sent
Remove Payment Gateway/App on sent document. Stop payment reminders on sent documents.
5 votes -
use dropdowns as tokens (hubspot)
to be able to use dropdowns as tokens in hubspot integration
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For further guidance on locating the required variables, please click the link below!
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Shared Template Document Sequencing: Document auto-numbering in a second workspace works with a shared template from first workspace
Document sequencing in a second workspace works with a shared template from first workspace
5 votes -
5 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.
Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.
5 votes -
5 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Select the whole pricing table as a multiple choice option.
Multiple choice option on multiple pricing table.
This featue will allow a signer/recipient to choose a single pricing table on mutiple pricing table on the document.
- same as multiple option on function5 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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update the close date of an opportunity in Salesforce when a contract is signed.
when an envelope was returned as signed and the opportunity updated to close won it would put the close date to that day. This meant our opportunities are always dated the date it was signed.
5 votesValeryia Baranava responded
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Define image block size and block the possibility of other users to resize it
Be able to define the size of content blocks (images, in this case) and then to block the possibility for users to change the size of that block, no matter what image they upload there
5 votes -
Send documents to slack channels
Proposals to Slack
5 votes -
5 votes
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Option using zapier to update catalog items
Option using zapier to update catalog items
- this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
5 votes -
5 votes
