7483 results found
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Update image inside document based on user sending the document
Update image inside document based on user sending the document
2 votesHi,
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 link below:
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Lock fields after being filled
Restrict editing of fields once they have been filled out, or lock the fields after they've been filled out, even if the document is not yet completed.
2 votes -
Option to populate name of an uploaded image into a custom variable
Option to create a custom variable field where the data will be pulled from the name of an image we upload? For example, whenever we add an image to our PandaDoc document, we also fill out a caption with the image name. If there is a way to automate this task, that would be wonderful
2 votes -
Markup Input and Adjustment
I would like the ability to input markup in the Catalog and to see / override it in pricing tables to create the customer price instead of manually having to calculate price vs cost.
1 vote -
Quote builder: show product description only after a product is selected
Ability to show product description only after a product is selected in the Quote builder
4 votes -
Update the Quote products based on the items a recipient chooses
The customer receives a quote and makes a selection and the document is then filtered back to us for processing
4 votes -
Send Customize email notification after document completion
Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.
16 votes -
Add Move button to a completed document
Add a Move button so after a document is completed it can be placed in a relevant folder without going to another web page.
1 vote -
4 votes
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7 votes
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70 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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[MOBILE APP]: Add 'Waiting for Others' tab on home page of app
Request to add 'actions required' tab on app so that users will see only the documents they are responsible for signing available quickly
3 votes -
Automation: Send completed document to other recipients
I currently use Zapier to send completed documents to the appropriate internal department based on templates. I would like the ability to just do this through PandaDoc and not have to use another application.
For example, when a service proposal (template type in our system) is signed and completed by all parties, a PDF is also sent to our finance department to set up the client for billing. (without being a cc or a licensed user in PD)
1 vote -
Conditional Fields: Smart Formatting
Enhance the conditional logic functionality to enable smart formatting. If a field is hidden based on conditional rules, other fields should automatically move to its position.
3 votes -
Hide product description in Pricing Table
Hide product description in Pricing Table
2 votesHi,
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:
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Automatically add products selected in Quote Builder to a Pricing Table
Automatically add products selected in Quote Builder to a Pricing Table
2 votes -
Ability to set up a custom role in a way so that users can only see or edit or send documents that they are part of an approver group on.
Ability to set up a custom role in a way so that users can only see or edit or send documents that they are part of an approver group on.
2 votes -
When Offer status in Greenhouse changes to Rejected - mark document as Declined in PandaDoc
When Offer status in Greenhouse changes to Rejected - automatically mark document as Declined in PandaDoc
2 votes -
2 votes
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Pass Document Status Into a CRM Field
The ability to pass the document status into a CRM field (as a field value/data) via 2 way-sync or other means.
2 votes
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