7150 results found
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Option to view all workspaces from the dashboard
Option to view all workspaces from the dashboard.
An option that will allow the user to view all of his workspace from the dashboard.
6 votes -
Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)
The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?
15 votes -
Catalog List-View
It would be amazing if you could see all catalog items in a spreadsheet view. Would make it way easier for maintenance! Having to export and re-import the csv files is the worst :(
1 vote -
Improve auto save feature
A customer observed that PandaDoc auto-saves only when a new area of the document is selected. It would be helpful to have auto-save after (nearly) every keystroke, similar to GoogleDocs.
8 votes -
Option to resize logo
An ability to resize logo for the recipient's view
9 votes -
10 votes
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Ability to adjust filter window size in the Reporting feature
I can see where to filter by templates, but the list is truncated so that I can't see all of the templates at once
1 vote -
Add tick boxes (checkboxes) on ipad / mobile
At the moment there is no way to add tick boxes on the iPad version of PandaDocs. I appreciate that this is a toned down version of the full panda docs, but this is a really crucial thing and shouldn’t be difficult to implement.
1 vote -
continue approving document when there are suggestions made, keep it in suggestion mode
continue approving document when there are suggestions made, keep it in suggestion mode
2 votes -
Add a verbiage that the second page is the continuation of the same pricing table
if a pricing table doesn't fit in 1 page and continues on the next (a pdf break appears), we need to be able to add a verbiage that the second page is the continuation of the same pricing table
2 votes -
Disable option "send document" via app (leave only share via link)
disable option "send document" via app
(leave only share via link)9 votes -
variable for approval date to be effective date
Variable for "approved dated" to be effective date of the contract.
2 votes -
3 votes
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Upload a whole folder of documents from DropBox to PandaDoc with the same integration
In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.
1 vote -
System variables for a logged-in user: [Document.CreatedBy] variable
e.g. Createdby.username
2 votes -
Formatting symbols similar to Microsoft
characters that take up space or have a formatting function but do not appear on the printed page
3 votes -
API - Ability to Lock documents (content) via API
ability to Locked document feature via API
3 votes -
Ability to set roles later on when setting recipients.
Ability to set roles later on when setting reciepients..
1 vote -
Ability to use "this month" filter for the reporting.
Ability to use "this month" filter for the reporting.
1 vote -
Preserve the PDF layers when exported from PandaDoc: keep layers in pdf and avoid flattening after download
Preserve the PDF layers once exported from PandaDoc
2 votes
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