7140 results found
-
Generate a bundled document transaction based on smart content
Use smart content to generate a bundle documents
ex. if "x" product is selected: triggers document bundling based on smart content selected and add "x, y, z" documents to the bundle.ex. IN HS sales person would select products - as cart is built then bundled docs will be generated based on the products selected.
if product A selected (data security terms, product description, agreement)1 vote -
1 vote
-
1 vote
-
1 vote
-
Mobile preview: Ability to preview documents how they would look on mobile
It would be very convenient if there was a possibility to see how the document would look on mobile Public View.
Sometimes the web version can differ from the mobile one so in order to check it, currently, users need to send it to themselves. Perhaps, something like Chrome Dev Tool( where you can see how the page adjusts to the screen size) might work9 votes -
ClickUp
Integration with ClickUp
16 votes -
1 vote
-
1 vote
-
1 vote
-
Delete the catalog in one click
Option to empty the catalog, i.e. delete items and folders in one click without having to select them one by one
8 votes -
Automatically replace the content of a document with the file attached via manual "Change status" window
At the moment when you change the status of a document manually, there's an option to upload a file to the manual status change email notifications which are sent to recipients. The feature request is to replace the documentn's content with the file you've uploaded
7 votes -
2 votes
-
Ability to set a sender name with only the first name.
Ability to set a sender name with only the first name.
1 vote -
Ability to add a user to view a workspace for just a limited amount of time
Ability to add a user to view a workspace for just a limited amount of time
2 votes -
Edit the Completed document with saving the signature
The option to edit the Completed document with saving the signature.
210 votesThe status of this suggestion is currently unchanged from when the previous comment was posted.
-
To pull in a CRM field value as document value: populate Document Value from CRM integration
Make Document.Value to populate from integration/API directly.
5 votes -
auto-populate IP of the users
Is there a way to have a box for customer to click and it auto imports their IP address?
2 votes -
Create a Pandadoc Document from the Accounts Panel in Freshworks CRM.
It would be nice to have an ability to create a Pandadoc Document from the Accounts Panel in Freshworks CRM. Currently it is available in Deals Section only.
2 votes -
Use your bank for ACH
Is there a way to accept ACH payments using our bank via PandaDoc? I don't want to use stripe
4 votes -
Data storage in Australia
Australian server/host location
12 votes
- Don't see your idea?