7484 results found
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Create documents only
Ability to sell create doc only feature
1 vote -
Docusign
native ERP connection with Docusign
1 vote -
Zendesk Sell pull more contact variables(tokens)
At the moment only the first name, last name, email, company and phone of a contact could be pulled from Zendesk cell into PandaDoc (doesn't matter if a document is created from a deal or contact). It is possible to pull street, postal code and city only using the tokens from a gear icon when a document is created from a deal (for example, [Contact.City]). The feature request is to be able to pull those fields (city, postal code, street, etc.) for any contact
2 votes -
Duplicate pricing table rows
The option to create a row in the table, preserving all the fields that have been used in previous rows. The option to duplicate the row in the table.
24 votes -
5 votes
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Ability to add the reference number on PandaDoc docs
Ability to add the reference numbers (like quotations (e.g citations) on Pandadoc docs
5 votes -
Set messages for Chat as Public by default
Public comments are available by default (for now, private comments come by default).
5 votes -
5 votes
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Separate Google Drive per User
Allow each user to upload from separate google drive accounts rather than the same google drive account
2 votes -
Corelation Credit
Some credit unions use this and would love direct integration. Customer will move once we have it
2 votes -
CJIS Compliance
Particular agencies need to work with vendors that comply with CJIS standards. More information here: https://www.fbi.gov/services/cjis/cjis-security-policy-resource-center
2 votes -
Open a new window when clicking a menu item
If you're working on a Document and click an item from the menu (e.g. Content Library, Templates, Catalogue) it opens up in the same window. When you need to go back to working on your Document , you need to navigate back to it through the menu. There's a work around by manually coping the link, opening a tab and the pasting it. It would be great if a new window/tab opens whenever you click on an item from the menu.
2 votes -
Ability to not loose content when two users is editing the same doc at the same time
Ability to not loose content when two users is editing the same doc at the same time
2 votes -
1 vote
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Track Changes (inline commenting, tracks who made changes and past versions)
Track Changes (inline commenting, tracks who made changes and past versions)
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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Change the default settings in Card details field
Ability to change the default Country and State in card details field.
3 votes -
Add CLIs as attachments (not to doc/template body)
Option to add content library items as attachments to the documents
3 votes -
template gallery in german
template gallery in german
3 votes -
[Workspaces] Sync or copy contacts from one workspace to another
Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk
23 votes -
Restrict editing prices for catalog items
Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items
5 votes
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