7516 results found
-
Remove access to the 'renewal' functionality on a template for certain users.
Remove access to the 'renewal' functionality on a template for certain users.
Example: We have a PandaDoc integration in Salesforce. When sales reps configure and send out a template, there is an option under Settings to update the renewal logic of a template. I would like to remove users' ability to influence renewal logic.
1 vote -
to restrict how a field is edited –($2,000 for instance) and allow for this figure to only be increased and never discounted
to restrict how a field is edited – In this instance, we have a minimum fee ($2,000 for instance). To allow for this figure to only be increased and never discounted.
A rep will be able to alter the $2,000 figure to $2,500 but not $1,900 (as an example).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
3 votes -
improved collaborators feature: track changes
show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits
8 votes -
highlighted table cell makes white text invisible
When you highlight or click into a table cell, it makes white text very hard to see or edit.
7 votes -
flag/alert/notification for when a discount is applied in a document
flag/alert/notification for when a discount is applied in a document
ex. salesperson is approving documents without reviewing the discounts applied.3 votes -
Hide unchecked line items within the pricing table if they're not selected. Show only selected ones by Recipient
Option to reveal selected items on the pricing table
4 votes -
4 votes
-
Quote builder: ability to restrict adding certain products to certain templates
Quote builder: ability to restrict adding certain products to certain templates
1 vote -
Collapse content in pricing table: for long text could be hidden/reduced until the recipient clicks on a link/button/widget to open it
in pricing table for long text could be hidden/reduced until the recipient clicks on a link/button/widget to open it
2 votes -
LaborEdge
LaborEdge is a software for healthcare companies that brings hospitals, staffing agencies and healthcare workers together. It already has an integration with Docusign, Hubspot. However not available with PandaDoc even via Zapier or Integromat.
1 vote -
Duplicate a "checked" checkbox
The ability to copy or duplicate a checkbox already selected / checked off would be useful.
1 vote -
Delete recipients from signed documents
Delete recipient from signed document
https://pandadoc.zendesk.com/agent/tickets/3687626 votes -
Bulk Edit Content Library Items
I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.
2 votes -
Swedish Localization
Localization in Swedish
4 votes -
Don't allow automatic PDF page breaks between headings and their subsequent paragraphs
In MS Word, I have the option of setting Headings and Paragraphs to "Keep with next" or "Keep lines together" or "Page break before". This would be a helpful feature in Pandadoc when I am doing contracts, there are certain places where I want to prohibit lines from being orphaned to a new page no matter how much content gets put in front of it. I don't want to use a page break because IF all the content CAN fit on a single page, then that is how I want it. But IF it needs to roll to the next…
6 votes -
Stop PandaDoc from scrolling to the top of the document when formatting is changed
When content formatting is edited, PandaDoc scrolls back to the top of the page, interrupting workflow. An option to stop this scrolling is needed.
1 vote -
Overset Text & Flow Features Similar to InDesign
I believe it would be useful to have overset text flow into the next textbox, in a similar fashion to InDesign. In this way, on a multi-page document, if an individual needs to make major edits to the text, they will not also have to manually update the formatting on every page thereafter. See attached gif for an example of this overset text flow in action. Happy to provide more info if needed!
1 vote -
1 vote
-
6 votes
- Don't see your idea?