7426 results found
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Sort Contacts by Last name In PD contacts
Client would like to be able to sort PandaDoc contacts by last name in alphabetical order
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
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Close.io
Integration with Close.io
79 votes👋 Hey everyone! We're currently revisiting the Close.io integration and considering if it's the right time to prioritize it.
This has been one of the top-voted requests, and we’d love to hear more about your specific use cases. If you're still interested or have teammates who’d benefit from this, feel free to:
- 👍 Upvote this post (if you haven’t already)
- 💬 Leave a comment to share your needs
- 📅 Schedule a quick call with me so we can understand your workflow better
No promises yet, but your input will help us evaluate next steps. Thanks for pushing us forward! 🙌
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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 -
Option for a user to leave a workspace
Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own
7 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.
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1 vote
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2 votes
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Document value currency
Change the document value currency once the currency is set in pricing table.
11 votes -
15 votes
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change the mark on the check box from check to "x"
change the mark on the check box from check to "x"
3 votes -
80 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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support wistia custom links
support of customized wistia links that do not include wistia.com in the end
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 -
Block user trying to get access to workspace
Block user trying to get access to workspace
4 votes -
Text blocks values move along and expands with the Fields value if added. Dynamic fields.
move the other placeholders when text fields expand when the multi-line is enabled
35 votes
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