7629 results found
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Conditional Field Option base on Choices
- Will allow the user to set his preferred conditions.
i need to make a conditional field
2 radial buttons, 1) Agree 2) Do Not Agree
IF Button 1 (Agree) = True then Allow Signature Line, IF Button 2 (Do Not Agree) = No signature lines, unable to complete doc
basically, an agree/not agree to the terms1 vote -
Signing order for CC recipients: CC person view first then only the signer recipients need to sign
Signing order for both for CC recipients and signers
9 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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Option to migrate templates from Proposify to PandaDoc
A feature to make it easier to migrate templates from Proposify to PandaDoc, to make it easier for customers to switch.
2 votes -
Duplicate document from dashboard
Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.
2 votes -
Approvals Process - Wpromote
Approvals process and actual workflow for contract going in navigating between different parties within the same company.
For example, after you're able to do that where you set up a workflow approval process where you send a draft on over to someone. It gets edited, and then if it gets approved it gets sent on to the next party; If it gets declined, then it either stays with them until it gets edited, or tracks and goes back to step. To have like a full CLM platform.3 votes -
Draft Document in Contact Details
Have draft documents to show in the contact's information even if it is in draft status if they have been added as a potential recipient.
3 votes -
Import documents from Adobe Edge
Documents from Adobe Edge can be imported to PandaDoc.
1 vote -
2 votes
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Distribute products into Quote builder sections when pulling products from a CRM
Distribute products into Quote builder sections when pulling products from a CRM
2 votes -
click the name on the pricing table to show more images of the product/item
It would be nice if instead of having a column in the pricing table to show pictures if the name itself could be clicked on to bring up the gallery of pictures associated with the product.
3 votes -
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.
4 votes -
Ability to received a combined PDF for FORM responses
Ability to received a combined PDF for all FORM responses
1 vote -
Ability to remove the document from "For approval" section if the status is approved.
Ability to remove the document from "For approval" section if the status is approved.
1 vote -
Split pricing table
Split pricing table
15 votes -
Approval Workflow auto-reminders
if an approver doesn't approve a document in a certain amount of time they get an email reminder
24 votes -
Bulk upload documents from Google drive
Ability to bulk upload documents from a shared Google drive into a PandaDoc workspace.
2 votes -
adding table to content library from the Form level
Ability to add the table to the content library from the Form level.
2 votes -
Charge pop-up notification before sending the invitation to the account.
Charge pop-up notification before sending the invitation to the account.
2 votes -
1 vote
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Additional Document List Information
Currently the document list has Title, Status, Value, and Modified date. It would be nice if other data were available like the number of documents within the document and the number of attachments attached to a document.
1 vote
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