7285 results found
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Document download approval
Very few of our users ever use the PandaDoc to send documents or collect signatures. Most of them, at least as far as I understand, will use the templates to create a document, then just download it, print it out, and deliver it person to collect an in-person signature. From what I can tell, the downloading of documents is not subject to the approval workflow process, regardless of whether the button says “send” or “send for approval.”
So at least as far as I can tell, if we were to set up an approval workflow on a template, that’s not…4 votes -
Word Doc as an option to download for the client
So it seems the doctype is not something where the columns would go away. I would suggest if possible - the option when se
3 votes -
price based off cost and margin
automatically figure out the Price of an item based off of the Cost I put it and the Margin I would like.
3 votes -
4 votes
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WorkDay
Integration with workday to allow for documents to be sent out of workday and tracked.
12 votes -
Page number visible in web version
Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.
249 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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General settings for workflow approval: Update approval workflow setup for multiple templates in bulk
Have the same approval workflow setup for multiple templates
59 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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Ability to add conditional fees.
Ability to add conditional fees.
The customer would like to have an option for his customers to disable fees by uploading a tax-exempt certificate. That should disable taxes/fees in the pricing table.3 votes -
edit bullet colours apart from text
should be possible to create red bullets and have black text following?
4 votes -
(Form fields) automatically adjust fields size after upload
ability to auto-adjust fields size so the input will not be cut off afer you auto-place fields during upload
3 votes -
5 votes
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Dynamics 365 Jobs
Integration with Dynamics 365 Jobs
2 votes -
to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in
to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in PandaDoc and synchronize each one of them into separate Dropbox folders
2 votes -
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 -
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.193 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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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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