7424 results found
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Allow recipient to download as .docx
Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.
5 votes -
Set (all) Field Defaults by Workspace
The ability to set default field settings from the Workspace level instead of the "individual" document level would help save time, especially with my larger documents where more fields are required.
For example, setting a default for "autofill with signing date" and requiring the "Text field" while also unchecking the "multiline text" box, are just two examples of how I'd like this feature to be used.
5 votes -
No labels on Radio Buttons
Have the option to add radio buttons without having to label them.
5 votes -
Approval workflow after suggest edits
Customer would like to have another approval workflow after changes has been made for suggest edits
5 votes -
Payment Gateway Automation
Ability to have payment gateways (Stripe, Authoriza.net, QuickBooks, PayPal, etc.) to have automations.
5 votes -
Design options for the signature and initial fields
The option to edit how the fields look, especially the initial and signature fields (for instance, the ability to put a different border around the field or change its color to ensure that it's visible in the document)
5 votes -
Utilize Variables inside Content Library
having an issue with the content library. It doesn’t let us utilize variables in there. That caused some problems with our templates. I had to find a work around but hope a someday that we can make the variables work through the content library, as we were told to setup out templates in a way that it was the option that we had in front of us without having to do our work over multiple times
5 votes -
Ability to add contact details from Monday deal
Pandadoc X Monday.com
On Monday.com I am able to generate Pandadoc quotes from a deal in my CRM, however, as Pandadoc opens on top of Monday I would expect it to be able to pull information from the deal I have generated the doc from. This is not the case, therefore I have to double entry, as I have to add email, first name, last name to Pandadoc aswell aswell as in Monday.com. I have tried zapier for this, but had no success. Is pandadoc even interactable with Monday.com, as I would like it to update statuses based off a…
5 votes -
Ability to modify payment getaways on the document/template level
Be able to adjust chosen payment gateways in payment app on the particular document/template with new payment gateway integrations
5 votes -
Clio
A very popular software that the legal industry uses is Clio. It's essentially their version of a CRM. We unfortunately do not have a native integration with Clio. The only way to connect us with them is through a third party such as Zapier which adds complexity to a workflow. Lawyers are one of the few professions that are willing to spend the extra money to make their lives easier. While speaking with a law office today, they loved our product and all that it could do, but since we lack the native integration with Clio, there's a good chance…
5 votes -
5 votes
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A report of all documents created in PandaDoc showing the associated Hubspot deal
Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from
5 votes -
Hide Sender's email in Document Notifications
Be able to hide the Sender's email address in the document notification emails so that they can't directly email it.
5 votes -
Fillable field - automatically expanding while recipients type on it
automatically expanding while recipients type on it
5 votes -
initials field - customization
initials field - customization/personalized/modify
5 votes -
Have a Zapier trigger where it can collect files from a PandaDoc upload files field.
Have a Zapier trigger where it can collect data from a pandadoc upload files field. For example, into a Google Drive.
5 votes -
Importing Product Bundles from CRM
Will allow the user to import Product bundle from the CRM
5 votes -
5 votes
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5 votes
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download old version of templates/documents without needing to switch to old version in version history
download old versions of templates/documents without switching the document/template to its older version via version history
5 votes
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