5967 results found
-
SFDC - Prevent document based on a field or stage
Hide the "New Document" button on the pandadoc widget based on some field logic or opportunity stage.
1 vote -
Share a document link without adding a recipient's email
My client does not have an email address. Is there any way I can send her a link for her to sign?
14 votes -
Track Proposal Price without requiring that price be in a price block.
Sometimes the pricing table is too clumsy and and not editable enough to allow it to be used. In such situations, we simply include a price in a token. But doing it that way, that price is not calculated or included in tracking. So it would be very helpful to allow pricing to be tracked by a special token (or several) instead of them only being tracked when used in a pricing table, especially if that pricing table is not used.
2 votes -
Turn on signing order as a default setting for the account.
A way to set a default signing order for the entire account that is applied to all documents sent from that account.
22 votes -
Sub list in table
Sub list in table similiar to the text box
exmaple
1.
1.
2.
3.
1.
2.8 votes -
Color Code Tabs
I have different tags to documents, which has helped differentiate just by looking at the tab, but if we could pick a color for a created tab that would be beneficial.
1 vote -
automatically print completed Documents
Allow to set up automatic printing of the document in the web app
1 vote -
Edit Draft In Salesforce Window
"As we are editing our proposal document within Salesforce, and we then leave it and want to revisit at a later date. If we click on the draft it takes us to Panda Doc directly, where as we simply want to keep editing it through our salesforce view. Can you assist? Below shows an image of our SF view, however clicking the draft takes us to PandaDoc. "
3 votes -
Dropbox
A direct integration with Dropbox which will allow users to access it via Settings > Integration in a workspace.
3 votes -
ability to sent a copy of the document (pdf) automatically even if it hasn't been completed
ability to sent a copy of the document (pdf) automatically even if it hasn't been completed
1 vote -
Ability to pull contact tokens from Hubspot deal
Contact tokens are not available when creating the document from a HubSpot deal.
62 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
-
Improve PDF Processing Errors
when using Upload PDF to create PandaDoc via API.
if pdf fails to process we should return useful errors.
8 votes -
Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field
Pop-ups when client is hovering over some parts of the document.
40 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video: -
7 votes
-
Finnish localization
Finnish localization.
9 votes -
inDesign compatibility increase
inDesign compatibility
3 votes -
Add document links to Pipedrive (any CRM record)
Allow to add document links (link-sharing) to the respective records, to make emaling them easier.
3 votes -
Payment link to be mandatory in PandaDoc( like a button)
Payment link to be mandatory in PandaDoc( like a button)
4 votes -
Theralytics and Gusto
My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.
2 votes -
[Bulk action] change document owner
Bulk change document owner ability
3 votes
- Don't see your idea?