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189 results found

  1. The ability to add page numbers to certain pages only

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Christopher Ragland shared this idea  · 

  2. Collect credit card information via a text field and be able to validate that it's a correct credit card number

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Christopher Ragland shared this idea  · 

  3. Zapier - changing the status of a Hubspot deal with an uploaded file (not just a Template or Form)

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Christopher Ragland shared this idea  · 

  4. download the CSV of document names and the deals linked

    1 vote

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Christopher Ragland commented  · 

    Download ID of Pipedrive deal, for example.

  5. To have one product catalog that syncs with all of your workspaces and allows each product to be displayed in multiple currencies

    13 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Christopher Ragland shared this idea  · 

  6. Add an email signature, text formatting, and/or images (logos) to Saved Messages

    71 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Christopher Ragland shared this idea  · 

  7. Populate product quantity and/or product price from a Google Sheet

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Christopher Ragland shared this idea  · 

  8. Remove 'Optional' text for fields that are marked as not required

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Christopher Ragland shared this idea  · 

  9. Signature Certificate: Hide or Remove Information from signature certificate

    98 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Christopher Ragland commented  · 

    The ability to keep the IP address, but remove the location.

  10. Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Christopher Ragland commented  · 

    The PD user has multiple workspaces and would like to be able to download a document from one workspace that has Salesmate attributes (tokens) and upload it into another workspace and have those attributes be active. Right now, users have to go and copy/paste the attributes into the documents that contain attributes and are uploaded into a different workspace.

    Christopher Ragland supported this idea  · 

  11. Recipients able to click on hyperlinks on a sent document without having to download PDF

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Christopher Ragland shared this idea  · 

  12. To be able to upload editable powerpoint

    18 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Christopher Ragland supported this idea  · 

  13. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    143 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

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    Christopher Ragland commented  · 

    Employee IDs, for example.

    Christopher Ragland supported this idea  · 

  14. Mass update / Edit template Roles and emails assigned to roles in bulk

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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  15. Link document multiple objects in CRM (Hubspot, Pipedrive, etc)

    21 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Christopher Ragland commented  · 

    At this time -- If we add a document to the contact record, it does not automatically link it to the company record.

  16. Notifications about all document changes and updates for all recipients

    21 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  17. Expiration date for published forms

    16 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Christopher Ragland supported this idea  · 
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    Christopher Ragland commented  · 

    The ability to change the expiration date for Form documents in Expiration settings after the Form has been published.

  18. change custom variable format

    8 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Christopher Ragland commented  · 

    Change the order of the custom variables on the variables list in the PandaDoc editor.

  19. Ability to set an expiration date for the document for "today/by the end of the day".

    14 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Christopher Ragland supported this idea  · 

  20. The ability to delete any amount of documents in bulk.

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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