6413 results found
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7 votes
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4 votes
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Set Document Value thru API
It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
{
...
document_value: 123456,
...
}19 votes -
Pulling related lists from Microsoft Dynamics
Pulling related lists from Microsoft Dynamics. The client has a related list attached to the Quote record and would like to pull the information from it to the PandaDoc document.
1 vote -
Cross-object population for Microsoft Dynamics
The client is using Quote as the main object however he would like to pass the values from the fields that are located at the Product object level.
1 vote -
When the document's status changes - > move the deal to the CUSTOM stage via Automations feature
When the document's status changes - > move the deal to the custom stage via Automations feature
3 votes -
decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.
decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.
To have this:
1. Level
I.Level 1.14 votes -
Add Shared with me folder for Templates to mobile app
Add the Templates > 'Shared with me' folder to the mobile app. As many of the master templates for an enterprise are shared from another folder, it makes sense to be able to access these from the app.
9 votes -
Multiple themes when bundling documents
Allow multiple themes when documents are bundled.
20 votes -
Replace Source file for specific Page
Would like to be able to Replace Source File for one specific page of the document instead of the whole document.
14 votes -
Table of contents: PDF page breaks recognition
Table of Contents Page Numbering does not align with PDF Proposal generated and shows incorrect numbering
41 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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10 votes
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Add documents to a bundle
Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document
18 votes -
1 vote
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Cover Page Width
A way to adjust the Cover Page Width to be the same size as all documents
2 votes -
Profit Margin in Reporting
Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.
6 votes -
HIPAA compliant sign in for website (alternative to Forms)
I need a HIPAA compliant online form that I can make in PandaDoc and embed into my website so patients can sign in. I can embed the forms I created but the form has an extra step that collects name and email address to view the document. This makes things very redundent
1 vote -
3 votes
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Limit rights for collaborators
Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only
3 votes -
Version history - export/download templates / Ability to print changed versions within PandaDoc UI
version history ability to print changed versions within PandaDoc UI
Provided workaround to print from webpage and change the size of the document.8 votes
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