6462 results found
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6 votes
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show cost and profit margin per line item even when the document is sent/completed
show cost and profit margin per line item even when the document is sent/completed
6 votes -
Allow user that is not part of workspace to receive notification of approval
Allow a user not part of the workspace to get notification of approval.
1 vote -
1 vote
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Option to save email body automatically
Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost
1 vote -
Populate the client engagement info from HubSpot
we have a list of services that you can select (yes/no), we'd like to then pulled that Y/N information in to Panda docs to build out the contract. Pandadocs will need to use the yes/no field to build out the contract/proposal details.
1 vote -
Document details
To remove the functionality when you click on the properties icon and click on the blank space between the document body and the right panel, it will show the Template or Document Details
2 votes -
Ability to reorder user list within a workspace
Right now the user list is ordered by account owner and role. It would be preferred if users could choose the order themselves (alphabetical, by role, by addition to workspace, etc)
2 votes -
Ability to transfer document ownership when a document is created in Zapier
It would be useful to be able to have the ownership of a document changed to someone else on a team such as a coworker / employee when it's created in Zapier.
2 votes -
ability to add multiple photos to the document using image block at the same time
ability to add multiple photos to the document using image block at the same time
2 votes -
Change payment email after Doc is signed
I would like to be able to change the payment recipient's email address AFTER a document has been signed. Currently, you need to void the agreement and resubmit it.
1 vote -
Ability to autocorrect a letter throughout the document. (MS Word Autocorrect feature).
Ability to autocorrect a letter throughout the document.
(MS Word Autocorrect feature).
1 vote -
CSV custom Variables
Ability to only select custom variables when downloading CSV.
1 vote -
2 votes
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Update PandaDoc Document Status based on Salesforce Opportunity Stage
So we are currently able to update the Salesforce Opportunity Stage when the status of related PandaDoc Document is changed (i.e. PandaDoc Document Completed = Opportunity Stage Closed Won) but we would like the ability to do the opposite. The use case here is we would like to mark all outstanding "sent" documents as 'Declined' when we move the related Salesforce Opportunity as Closed Lost. This will ensure there are no outstanding documents "hanging out" that are related to dead sales opportunities.
2 votes -
Public templates: Adding a PhD proposal template
Adding a PhD propsal template on the Preloaded template
2 votes -
Option to create a list of completed document on Hubspot
Option to create a list of completed document on Hubspot
- will allow the user to create a list or view the list of the completed document in HubSpot
2 votes -
Automation for Zoho: if I select the Zoho CRM Checkbox then a Page or Block with all that informations about the product would appear
Selecting a Zoho CRM Checkbox on a Page or Block, and all the information about the product would appear automatically in the PandaDoc Proposal.
2 votes -
Require variables to be filled without the option to replace with blanks
It would be useful to require variables to be filled out before sending a document, and restrict the ability to replace them with blanks.
2 votes -
download a template to a .docx from the template list
Ability to download a .docx of template from the main template list
3 votes
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