7638 results found
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bundling approval workflow
Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--
8 votes -
Ability to write and read a message in the chat box on a document through the api
Ability to write and read a message in the chat box on a document through the api
2 votes -
Add spacing between header area and content.
On page breaks, content moved to next page is too close to the header looking terrible.
10 votes -
The ability to change reminder settings in bulk for a large number of sent documents.
For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?
8 votes -
3 votes
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Organization Variables for Zendesk
Have variables set up at the Organization level, not just the User and ticket level.
2 votes -
Multi-year template available in the public template gallery
multi-year template should be added in template gallery
2 votes -
5 votes
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Prepopulate phone number in recipient verification
prepopulate phone number in recipient verification
5 votes -
Add Tax field to Zapier 'Create Document in PandaDoc' action
The 'Create Document in PandaDoc' action in Zapier doesn't include the Tax field in the pricing table section.
This means we can't include tax on our quotes.
It includes all the other important fields, so it would be great if this one could be added.
7 votes -
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 -
4 votes
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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
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