6974 results found
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Disabling the approval if the Approver is OOO
Ability to set up Approval by working hours of the approver (so that if they are ooo - the approval is not required)
2 votes -
3 votes
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Xactimate
Xactimate direct integration with PandaDoc
2 votes -
2 votes
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Formatting Rules for Variables
Ability to apply capitalization rules within our variables. Example:
The first name starts with a capitalized initial, followed by a normal insertion, and then a capitalized last name.
Later in the document, the insertion and last name should both appear in capital letters.3 votes -
Add a hyperlink in a text field
As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.
9 votes -
Continued numbered list with letters
The ability to continue a numbered list on another page with letters rather than numbers. This is a current limitation outlined in the HS.
3 votes -
Categorize / Group PandaDoc contacts
Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.
33 votes -
[ARCHIVE] Creatr documets from GDocs in SFDC
salesforce create documents from google docs
2 votes -
Salesforce - Opportunity Product update in Draft status
Ability to update opportunity products and push the data back to Salesforce in Draft Status
2 votes -
Auto-populate name in the email based on Hubspot contacts
Auto-populate name in the email based on Hubspot contacts
2 votes -
Option to generate a report of all documents on the account for which new links have been generated
Option to generate a report of all documents on the account for which new links have been generated. After 6 months, links expire, and when recipients click on them, a new link is generated. It would be great to see which documents have had new links generated.
2 votes -
Embed JavaScript for Auto complete on Forms
Ability to embed JavaScript codes for Auto complete on Forms
2 votes -
Prevent Shared CLI's From Being Copied in Local WS When Triggered with Smart Content
Currently, when shared CLIs are used for documents with smart content, they are copied into the local workspace, creating a CLI in the local CLI lister as well as the shared folder.
Clients want to avoid having duplicates in their WS and would like this not to happen when the CLI is used.
2 votes -
Customize the prompt for blank variables
Can we customize the prompt asking what to do with the blank variables? We want no options here, but filling the blanks.
2 votes -
VersaPay as payment gateway option
TheKey is primarily handling ACH payments with varying amounts and is looking for a PCI-compliant solution.
Versapay is important to them because it is a payment processor that they are interested in integrating with PandaDoc, as their current data collection process is different from what PandaDoc's Payments app can handle.
2 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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insert pricing table on a table block
insert pricing table on a table block
2 votes -
1 vote
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:
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Ability to manage API developer logs.
Ability to purge API developer logs or set retention period to see only the most recent logs.
2 votes -
SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed
SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed
2 votes
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