7142 results found
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Capitalized Variable from CRM tokens
Capitalized Variable from CRM tokens
2 votes -
More documents in Pipedrive document panel
To be able to toggle an option to view more documents in the PAndadoc panel in Pipedrive.
2 votes -
Ability to type in a date field
It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.
It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.
6 votes -
Reject / Accept history Report
Ability to create a report that shows the history of Order Forms. If an Order Form was rejected before being approved, and if so, how many time it were rejected till it was approved.
2 votes -
1 vote
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Print or Download a Single Document in a Document Bundle
The ability to download or print a single document in a bundle. Sometimes, I need to just edit and print one document, but have to wait for the system to process the entire bundle.
1 vote -
Internal hints, notes within document instead of as comments or in line chat
It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.
13 votes -
Would like "Sentence Case" added to styles
Would like "Sentence Case" added to styles
1 vote -
2 votes
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Customize hyperlinks in documents: options "open in new window" or "popup"
This would be great for links to external items such as your client testimonial videos or a link to schedule a meeting
2 votesHello there,
Thank you for your feature request regarding external links! We highly appreciate it!
Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.
We appreciate your time and looking forward to hearing back from you!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Conditional Sender logic
Ability to change the name of the sender when the recipient receives the document
5 votes -
Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs
At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).
134 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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drag and drop clients info
ability to drag and drop clients info using fields that will be prefilled automatically, not Text fields that you should fill out
4 votes -
Improved functionality with the pricing table
For example, if you move the pricing table just a bit, it may snap back to its original spot. Seeking improved functionality with dragging and dropping the pricing table.
1 vote -
Have the sequence of signature in the same document for the same client.
wish to receive one signature once the document is sent and the second one after 16 days
1 vote -
Specify location to save document
option to save completed document on different location of device rather than a default location of downloads
3 votes -
15 votes
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3 votes
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Use API to add content library content to documents through the Pipedrive or Zapier integrations
I want to add content to a document through the pipedrive integration or zapier that will add items from the content library
1 vote -
2 votes
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