7135 results found
-
Map pricing table items to Quickbooks products
Integrate quickbooks products library map to the pricing table, so when the sale gets recorded, to know which products sold.
6 votes -
General sharing link for a proposal
I often find in a deal cycle several people within a company will want just general access to the proposal, without necessarily being the signer. It would be awesome to have some sort of "General Sharing Link" where they could have a button to assign the signer when ready (maybe even restricted to a certain domain?)
I generally prefer to share links, as it's typically easier to thread into an email conversation with multiple parties. I could also just be missing out on functionality that allows this- let me know if so!
6 votes -
Field data mapped into Pipedrive
Ability to map document field data into Pipedrive
11 votes -
Localization issues ( Europe )
language issues (date, position of the € sign).
4 votes -
QuickFee
integration with QuickFee payment solution
1 vote -
Simplify Manual to Complete Status Change
Need to have a simple ‘manual complete’ the document feature, similar to 1.0 On 2.0 you have to be on the main company list of docs, find yours and then click on the 3 dots, then manually complete, download and then upload back into zoho. Too many steps that slow down the process. Should be easy, click manual complete, insert PO# and/or brief statement, and should automatically go into zoho. (similar to 1.0)
This is especially true if a client doesn’t complete the document using the online signature. It take more steps to complete manually on 2.0 than on 1.0…
5 votes -
5 votes
-
Close.io
Integration with Close.io
79 votesThe status of this suggestion is currently unchanged. Please check back for updates.
-
Bi-directional contact fields
It would be great to allow for the following when using document automation fields based on PD Contacts:
If a contact field, such as phone number or address is placed in a document, if those fields were empty in the contact, you could set them to be required or optional, and whether update is allowed, and accept user entry or update, which would then update the contact record. It would also be nice to indicate to the user that input or update is requested or required.
3 votes -
automate the populations of data for a given contact into multiple forms (or templates) for that contact
automate the populations of data for a given contact into multiple forms (or templates) for that contact
11 votes -
Duplicate document from inside of it
Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)
34 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
-
1 vote
-
2 votes
-
Document value currency
Change the document value currency once the currency is set in pricing table.
11 votes -
1 vote
-
change the mark on the check box from check to "x"
change the mark on the check box from check to "x"
3 votes -
support wistia custom links
support of customized wistia links that do not include wistia.com in the end
2 votes -
2 votes
-
Lock specific message to the template
would need to have a specific messages attached to every templates i have
2 votes -
Signature Pad Compatibility
Compatibility with external signature pads i.e. topaz signature pad
9 votes
- Don't see your idea?