5401 results found
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1 vote
Valeryia Baranava responded
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Edit templates and CLI across workspaces
The ability to create or update templates and content library items that are accessible in one workspace.
24 votes -
Specify different amount for different payment methods and restrict client from paying with a method different from selection
IF users selects to pay via ACH - they should pay one amount
IF users selects to pay with credit card -another amount6 votes -
More documents in Pipedrive document panel
To be able to toggle an option to view more documents in the PAndadoc panel in Pipedrive.
2 votes -
Ability to type in a date field
It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.
It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.
6 votes -
Reject / Accept history Report
Ability to create a report that shows the history of Order Forms. If an Order Form was rejected before being approved, and if so, how many time it were rejected till it was approved.
2 votes -
Customize password submission screen for password-protected documents/folders
It would be very helpful to be able to add our own customized text or image to the password submission screen. There is a lot of available screen real estate (see the attached image from https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication). There is already a small paragraph of PandaDoc-specific text ("by clicking Submit and using PandaDoc's services..." "...as detailed more fully in PandaDoc's Privacy Notice [linked]."). But since the recipient will enter the password to access OUR documents, it's critical that we can add a bit of our own text as well. This could be something like "by clicking Submit, you agree to confidentiality…
3 votes -
Would like "Sentence Case" added to styles
Would like "Sentence Case" added to styles
1 vote -
2 votes
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Conditional Sender logic
Ability to change the name of the sender when the recipient receives the document
5 votes -
drag and drop clients info
ability to drag and drop clients info using fields that will be prefilled automatically, not Text fields that you should fill out
4 votes -
3 votes
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Edit the Completed document with saving the signature
The option to edit the Completed document with saving the signature.
214 votesThe status of this suggestion is currently unchanged from when the previous comment was posted.
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2 votes
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Search by tags via search bar exactly
Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)
8 votes -
Tax Update
Hello,
One of new updates was in regard to the tax section located on our purchase agreements.
We noticed that now instead of updating the tax rates on the side column like in the classic editor version.The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.
Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?
5 votes -
2 votes
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CompanyCam
We would love to be able to pull images right out of CompanyCam and add into our proposal!
6 votes -
1 vote
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1 vote
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