7103 results found
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3 votes
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Field with tokens (like Ev1)
Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).
19 votes -
Disable Document Sent for CC'd Recipients
Ability to remove "Document Sent" email notification for cc'd recipients.
29 votes -
10 votes
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Smartsheet
Integration with Smartsheet
9 votes -
Pull information from changed library item to existing document
once CLI is changed, it will change info in the documents where this CLI was added.
1 vote -
Drop-down field to select several options
Drop-down field with the possibility of selecting several options.
19 votes -
Ability to search within the document
Ability to search within the document
27 votes -
2 votes
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Editor fields navigation
Allow to navigate through the fields in document draft/templ
2 votes -
Lock Signing Order
Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.
13 votes -
Use Multiple Currencies in a Pricing Table
Be able to have multiple currencies in a pricing table
53 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:
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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5 votes
Hi. 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:
- Recipient view localization.
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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PO make out of a proposal once it is completed
When a proposal is completed need to make a PO from there to place an order with a vendor
1 vote -
automatically change the values coming from SFDC to the pricing table (e.g abbreviations)
we should be able to automatically change the name of the SF products in the pricing tables. For example if we have a product called EC in SF can we have it displayed as Employee compliance in the pricing table when this is pulled in
1 vote -
3 votes
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"Instructions" block (auto-deleted text block)
Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent
5 votes -
Default custom theme for Ev2
Default theme for Ev2 in Settings.
6 votes -
[Bulk action] Change Status of Multiple Documents at Once
Be able to change the status of multiple documents at once.
43 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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5 votes
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