7271 results found
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Option to change the document owner once a document is generated from CRM
Option to change the document owner once a document is generated from CRM.
- Will allow the creator of the account to choose the owner of the document once creted from CRM
5 votes -
BRING using PRE-ASSIGNED ROLES as PLACEHOLDERs for documents BACK--recent change to this is horrible!
Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.
New change is HORRIBLE!!
9 votes -
Copying a document from the document page
Give an ability to copy the document from the document page. Ideally to have this function available when a client clicks three dots.
7 votes -
Attachments blocks that can be placed all over the document content
Attachments blocks that can be placed all over the document content, not only at the end of the document
1 vote -
Subtotal for multi-selected pricing table blocks across a document
Subtotal options when working with multiple pricing table blocks - be able to tick some of the blocks and reflect their subtotals
4 votes -
6 votes
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5 votes
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Send documents to slack channels
Proposals to Slack
3 votes -
Price write out option. For example if the total is $1,254.25 their should be an autofill option that will automatically write it out.
Auto change of Numeric to word in the document. For Example convert INR 50000 to Rupees Fifty Thousand
I want to update the salary of 2000 people in a bulk send. So if i input the salary in numeric the template should automatically convert the numeric form in to alphabetic form
For Example Heading is Monthly Salary and the numeric form of Salary is INR 12,000. The document should be able to convert the numeric form into alphabetic form as Rupees Twelve Thousand Only.2 votes -
Ability to see any documents which need action taken in the dashboard
It would be useful to be able to see documents which are needing action by the user, regardless of if the document was sent to the user from someone outside of their account. Currently, documents pending action need to be searched for through searching emails. It would be useful to have the account be a one-stop-shop including any documents that need to be completed.
1 vote -
Add custom field value to the general product list view in Catalog
Add custom field value to the general product list view in Catalog
1 vote -
1 vote
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To have the ability to edit a completed document from the recipients view.
To have the ability to edit a completed document from the recipients view.
1 vote -
Allow specifying sender email address with Whitelabeling
The ability to show the sender's specific email address when Whitelabeling is enabled instead of just the organization's custom domain.
4 votes -
Separate documents from the bundle after partial signing one of the documents in a bundle
Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.
2 votes -
2 votes
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Pass document public URL via Zapier
Being able to pass a document public link from PandaDoc via Zapier even if the document was not sent
47 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Webhook Payload should include reason for Declined Document
Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.
7 votes -
The ability to turn off the pop-up asking to save the document as template
Option to remove a pop-up Save as template. It shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out.
7 votes -
Connect two separate CRM accounts to one PandaDoc workspace.
Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.
7 votes
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