7632 results found
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3 votes
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The option to skip an approver if needed.
I would like to set up two approvers on all my templates - first our head of sales and then second our CEO. Would it be possible to somehow make sure that the 1st approver doesn't need to approve the document again if the CEO makes an edit on it?
So, if the document is approved by CEO, the sales rep won't need to approve but if the sales rep approves it, CEO will still need to approve it.
14 votes -
5 votes
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Variables working with Dropdown fields / Drop-down value for Variables
"I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "
8 votes -
Option to test payment on a document using Stripe (sandbox)
Customer would like to test using Stripe (if it is possible without using their card for payment)
28 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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hide sections mapped from Salesforce
An ability to hide the sections (not delete) mapped from Salesforce
4 votes -
Forms workflow: embed form link to the document
Allow to embed the form to the document (for example in case of T&Cs, etc.) without the recipient having to re-enter their personal information for form.
3 votes -
55 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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1 vote
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Reduce steps to "Upload New Document" after the first one.
Currently after you click "send" it opens a window that says "Create New document", then you have to choose "Blank", then you have to choose "Upload file".
I have to often upload several different documents in a row, so it would be nice if there was an option to "Upload New Document" right after hitting "send" from the previous one.1 vote -
Option to download signed doc as JPEG
Option to download signed doc as JPEG
1 vote -
1 vote
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1 vote
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5 votes
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salesforce: select products you want to appear in pricing table from the opp
SFDC Integration: any way to filter the products on a quote to be included on the contract. i.e. have 6 products on opp but only want to show 5. For example, want SLA to be included on opp as product but don't need that pull into product table. Workaround is using mapping products feature but still too much human error to count on sales reps to delete the product. Other workaround is approval workflow for manager to QC product is removed. Ideally want logic they can set up to take care of this so it's just automated
4 votes -
Daylite CRM
Native integration with Daylite CRM
1 vote -
Alert when the document's name already exist on the account
system to detect that a quote name already exists, so it gives us an alert or something
1 vote -
Text field with point forms
Point form such as
1.
1.1
1.22.
2.1
2.21 vote -
7 votes
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33 votes
Hi,
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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