7436 results found
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Export Product Catalog by Category
When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.
8 votes -
convert a quote builder block from a proposal into a spreadsheet
convert a quote builder block from a proposal into a spreadsheet
2 votes -
Two themes in 1 template
Can two themes be used on one template?
3 votes -
import a previously completed proposal into a new opportunity in ZOHO
import a previously completed proposal into a new opportunity. For example. We often have service agreements that renew yearly. The proposal typically does not change much other than the price or minor scope changes. If we could import the previous years document into the renewal opportunity it would save us from having to completely re-create the proposal or having to copy and pate it all into a new doc.
2 votes -
add shared template as an option when selecting template in automations setup
add shared template as an option when selecting template in automations setup
2 votes -
4 votes
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video content block - option to not skip or fast forward the video
video content block - option to not skip or fast forward the video
4 votes -
Admin and Manager Access to User Workspace Documents without Classified Content
The customer wishes for the admin or manager role to have access to the user workspace documents while excluding access to classified ones.
1 vote -
Editable Appcues per workspace
Ability to build our own Appcues in the system for training purposes. The Appcues are general and want to customize for each team's specific workflow.
1 vote -
hide the option to Create a trial account when the document is completed
hide the option to Create a trial account when the document is completed
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Conditional rule
Customer would like to create a conditional rule base on the recipient's selection and not on variable
2 votes -
5 votes
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Assign signature based on coordinates
Have a way that I can create a document with a PDF and programmatically define where I want a signature and date field to go (based on coordinates on the page)?
3 votes -
Limit access to Template/Documents regardless of license type
Allow the owner of a document to select who can view the document regardless if they have Admin access.
7 votes -
View a list of all unused variables within the account
View a list of all unused variables within the account
1 vote -
Radio button additional option
Ability for radio button default to reduce from x2 to x1 or add it as 1 at a time.
2 votes -
Option to send 2 seperate emails to Approver Groups
Will allow the user to send 2 separate emails to the Approval Groups
1 vote -
Ability to access templates without a user license
Ability to access templates without a user license
2 votes -
Ability to remove / customize quick access templates preview
Ability to remove / customize quick access templates preview
5 votes -
Import / Update contacts in PandaDoc using Zapier (across all workspaces)
Import contacts in PandaDoc using Zapier (across all workspaces)
9 votes
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