7636 results found
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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 -
Customize password submission screen for password-protected documents/folders
It would be very helpful to be able to add our own customized text or image to the password submission screen. There is a lot of available screen real estate (see the attached image from https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication). There is already a small paragraph of PandaDoc-specific text ("by clicking Submit and using PandaDoc's services..." "...as detailed more fully in PandaDoc's Privacy Notice [linked]."). But since the recipient will enter the password to access OUR documents, it's critical that we can add a bit of our own text as well. This could be something like "by clicking Submit, you agree to confidentiality…
3 votes -
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 -
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 -
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 -
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 -
Edit the Completed document with saving the signature
The option to edit the Completed document with saving the signature.
214 votesThe status of this suggestion is currently unchanged from when the previous comment was posted.
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2 votes
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Multiple choice option for discount
Multiple choice option for discount
2 votes -
Image Block as background image
Being able to set an image block as a background image
3 votes -
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
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