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18 results found

  1. "awaiting your signature" in dashboard

    8 votes

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

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    Fiona Maher supported this idea  · 

  2. Attachment on Sent documents

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

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  3. Option to hide currency sign in the pricing table column

    25 votes

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    8 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →

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  4. Date Format with month fully written: January 19, 2021

    17 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →

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    Fiona Maher supported this idea  · 

  5. The ability to customize bullet points EV2

    24 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →

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    Fiona Maher supported this idea  · 
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    Fiona Maher commented  · 

    We add our branding colours to our documents on the bullet points. Would like the ability to use a custom image as a bullet point.

  6. Place a page break block inside a pricing table

    68 votes

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    Idea  ·  14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →

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    Fiona Maher supported this idea  · 

  7. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    149 votes

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    Idea  ·  21 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →

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    Fiona Maher supported this idea  · 

  8. Advanced formatting for the fillable text field: text formatting in fields

    7 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →

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    Fiona Maher supported this idea  · 

  9. Different Header/Footers for Each Page - customize/remove

    73 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →

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  10. highlighted table cell makes white text invisible

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →

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    Fiona Maher commented  · 

    Our branding colours mean we have white text in table headers. Every time I have to type in table headers - I can't see what I'm typing until after I click away from the cell. Very annoying.

    Fiona Maher supported this idea  · 

  11. Customize footer page numbers, font size, font color and margins and padding

    24 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →

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  12. Templates are updated once the Content library item is updated as well

    164 votes

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    Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →

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  13. Redirect recipient to a custom URL upon completion

    208 votes

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    On roadmap  ·  28 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →

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  14. Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    455 votes

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    Idea  ·  41 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

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  15. Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously

    14 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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    Fiona Maher supported this idea  · 
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    Fiona Maher commented  · 

    We are using PandaDoc to generate contracts from HubSpot deals. Even though there are contacts associated with the HubSpot deal - we have to manually type the contact details into PandaDoc when the document is first generated (a pop-up window requires the names & email addresses of the roles in the document - contacts associated with the deal do not populate this window). I don't understand what the benefit of an integration is if we have to manually type contact details for people that are required to sign a document?
    The reason PandaDoc integrates with deals is so the deal line items populate the contract/document. I don't understand why contacts were not included as part of the integration.

  16. Send the document automatically after approval

    27 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →

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    Fiona Maher commented  · 

    I understand not auto sending if an approval is rejected - but I don't see the benefit of of not auto sending after approval - unless the user does not want to email the client via PandaDoc - but as part of a separate email that includes links to other online forms (such as a HubSpot form etc).

    Fiona Maher supported this idea  · 

  17. Hubspot true two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    186 votes

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    In development  ·  16 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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    Fiona Maher supported this idea  · 

  18. Reminder customization: Customize the text in reminder message

    199 votes

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    Idea  ·  19 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →

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    Fiona Maher supported this idea  ·