7109 results found
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Resizing PDF Before Downloading
An option to resize the PDF version of a document before downloading.
4 votes -
Set client's default email subject (automatic subject)
Set client's default email subject (instead of X has sent you the document).
99 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Build.com
integration with build.com
1 vote -
Add a Weight Field with Subtotal or a Generic Whole Number Field with Subtotal
The addition of a Weight field along with a Subtotal for it would be very beneficial for Logistics work.
1 vote -
Templates in Free Version
Please include Templates in Free Version
1 vote -
[Bulk send] Edit documents
Edit documents that user would like to send in bulk
17 votes -
filter Activity Data by Template Type
filter Activity Data by Template Type
3 votes -
2 votes
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when a form is completed, can I choose who receives the response
when a form is completed, can I choose who receives the response
3 votes -
Additional column in pricing table
Add additional column in pricing table (optional) example;
1 LF of product = 20.3sqft of product.
To be calculated automatically based on data from catalog.
And have list of suffixes for each, set in catalog.1 vote -
Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)
Include a "Failed Delivery" status if document is sent, but then fails.
24 votes -
Service Titan
Integration with Service Titan
2 votes -
Add PandaDoc component to SalesForce community page
Be able to add PandaDoc component to SalesForce community page
13 votes -
Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template
Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template
92 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Add option to have Discount and Tax items in the footer display the total of each from the line items
Right now it seems like it is an either/or scenario. what I would like is to have discounts figured on the line items, but pull that from our CRM (Salesforce). Then on the template, have the total of the discounts show up in the discount line in the footer. Same for Taxes.
This way we can show the total discount, but not show what line item it was on, and manage that from our CRM.
3 votes -
sync Document.Value with the Amount field in Salesforce
sync Document.Value with the Amount field in Salesforce
6 votes -
Preview a Template / Form / Document
Preview a template when you are in the "Templates" tab
17 votes -
Aggregate Document Analytics in Reporting Dashboard
In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.
25 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!
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Sendinblue
Integration with Sendinblue
1 vote -
scheduler that i can autosend an approval document each day
scheduler that i can autosend an approval document each day
1 vote
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