7425 results found
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Check the Box will make the text field next to it as a requirement
Check the Box will make the text field next to it as a requirement.
2 votes -
Zendesk Sell Show Lead Documents After Conversion
Documents in Zendesk Sell that were created during the Lead process should be viewable in the PandaDoc integration after the lead has converted into a sale.
2 votes -
Quick view for pending documents needs to sign
Quick view for pending documents needs to sign
5 votes -
ability to add multiple choice option to sections, so that recipient could choose between sections
ability to add multiple choice option to sections, so that recipient could choose between sections
5 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Variables with empty values in CRM: replace Variables values if they're left blank. If the token has no value it will show as blank.
If the variable value is empty in CRM pull the empty value instead of displaying the variable.
Avoid yellow fields in the document if the value is empty in CRM.29 votes -
ability to see the line subtotal for 1 product (if there are more in 1)
ability to see the line subtotal for 1 product (if there are more in 1 in qty column)
1 vote -
Download document and present locally without PDF (not to rely on internet for presentations)
WOULD LIKE A LOCAL DOWNLOAD WITHOUT PDF - FOR SALES PRESENTATIONS and click on video - does not want to rely on internet. prefers to have rolling pages vs pagebreaks for a smoother experience. (Analog audience)
1 vote -
inline comments: comment on a cell, text box, or section
would like to highlight a cell in a table, text box, or section -currently highlights the entire section and bring the notified person directly to the highlighted section
1 vote -
Disable local password for certain email domains
I would like to enforce Google login for my company's users. Please provide settings where I can specify my company's email domain and specify that local passwords not be permitted for users with this email domain.
This is a simpler configuration option than setting up Google as a SAML IdP.
1 vote -
keep library items in new document with transfer data to feature
keep library items in new document with transfer data to feature. currently, content added from the library doesnt transfer over
1 vote -
Checkbox in Pricing table functionality
The option to make the checkboxes within the pricing table only editable to users and not recipients
3 votes -
4 votes
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design - Magazine layout for pages
They use Publisher to design documents in a magazine style. Having this feature would simplify their workflow by building and sending within Pandadoc.
1 vote -
Lock pages from being removed from a template
It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.
16 votes -
1 vote
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AI driven auto-fill using prior answer
AI driven feature to fill in questions for contracts or docs that had already had similar question answered prior.
5 votes -
Customize Left and Right Border for Page
Enable a left and right border like the header and footer that allows for customization of the left and right border in addition to the header and footer. Allow for images and bars to frame the page.
2 votes -
1 vote
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clear cache button on upload error
You should add a "clear local storage and try again" button to the error message when a file fails to convert.
I've run into multiple problems uploading files that I want to become editable.
Each time, a support agent was able to upload the file for me, but I was not.
Each time, they asked me to clear my cache and try again (which also did not work).
Clearly there's something wonky with the state my machine gets into, and I'll bet I'm not alone.
If you add a button that does this, then you alleviate your support system if…
1 vote -
API
No Open API on the customer side
5 votes
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