7142 results found
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3 votes
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Pricing table data merge option for Pipeliner CRM
Data merge option for Pipeliner CRM
- will alloe the user to set up data merge for Pipeliner CRM
1 vote -
The ability to change the color of the underlined text and also add some additional space.
To clarify -- the color of the text is the same as the line under the text when the text is underlined. Could we add functionality to change the color of the underlined line? Also, the ability to add more space between the text and the line.
1 vote -
The ability to change pricing table description formatting on the template level so it affects all documents.
For example, the description text comes in grey automatically -- and the client would like the color to be black automatically instead of having to change it in each document.
1 vote -
The ability to add a disclaimer to a Form.
For example, if there are multiple roles (3+), a disclaimer may help deter confusion for recipients.
1 vote -
1 vote
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Include account / contact info related to opportunity into Salesforce metadata
Extend metadata received from Salesforce when creating a document (for now only object id is pulling through - would be cool to have some related records as well for example if there's account/contact related to opportunity).
1 vote -
Reducing Input Lag while Typing in Boxes
There seems to be a lot of input lag lately on here. I will begin typing into boxes on a document at a moderate pace only to see that half of what I typed was actually registered by the system. Then I have to go back and type one letter at a time until it shows up. It significantly slows down the process of completing documentation.
While user internet speed and processing speed play a part, I have used PandaDoc on a few different devices using different WiFi/Ethernet connections and have experienced the same lag.
Thanks
1 vote -
Fix navigation menu to avoid collapsing: Don't like collapsing navigation menu. There's no option to fix this recent change.
Very recently, PandaDoc changed for the desktop version, so that the left navigation menu collapses automatically when you are not active with the mouse in that window. I really despise this change, but there is no option to do anything else.
1 vote -
Option to edit a document that will take effect on all sent docuemnts
Option to edit a document that will take effect on all sent documents.
- will allow the user to edit specific document that will also take effect on same sent docuiments
1 vote -
recipient comments on a document. click "view in document" to take you directly to the comment in the document
When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
https://share.getcloudapp.com/7Kuq6LDp3 votes -
webhooks history via API
webhooks history via API
5 votes -
Ability to place signature boxes via page number and x,y coordinate values in API. - jeff@euro-wall.com
Being able to upload the source doc and define the fields via page number and x,y coordinate values would be useful.
1 vote -
11 votes
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The ability to automatically have a document sent once a payment is made in Stripe.
Once a payment is received in Stripe -- send client info to PandaDoc and create/send the contract to the client automatically.
2 votes -
Permissions for specific documents: Private documents (Password protect documents internally)
Have an option to create a private document where only the account owner/user can have an access to.
Restrict/lock documents from other Admins View.191 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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One recipient to review document (without signing) before sending to another recipient
one recipient to review document (without signing) before sending to another recipient. "Signing order" for viewers of a document.
3 votes -
General settings for workflow approval: Update approval workflow setup for multiple templates in bulk
Have the same approval workflow setup for multiple templates
58 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Heat Mapping
I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.
3 votes -
10 votes
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