6798 results found
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MS word feature [excess text will go on next page]
MS word feature [excess text will go on next page]
4 votes -
Ability to adjust table row height
Ability to adjust table row height
13 votes -
Ability to use keyboard shortcuts to navigate the Quote builder
Ability to use keyboard shortcuts to navigate the Quote builder
1 vote -
Integration with Microsoft Azure
Integration with Microsoft Azure
1 vote -
Ability to view form analytics
Ability to view form analytics. This is helpful when the form does not contain any fields, therefore, no document is created.
3 votes -
Automation: Document Sent or Opened, Change Stage
It would be great if when a document was sent and maybe opened, the automation could report to change the stage. If we send a quote or proposal. We could update automatically
1 voteHi,
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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4 votes
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Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
6 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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Conditions: Send/Show Document Based on Fields
The ability to send documents based on the chosen field of the signer
3 votes -
Webhook trigger for CRM object link
Add a new event type for PandaDoc Webhook that triggers whenever a CRM Object is linked (or unlinked)
3 votes -
Text block restricted by table cell
Option to make fillable text field only stretch to the perimeters of the table cell
1 vote -
Ability to calculate the total weight of products within the quote.
Ability to calculate the total weight of products within the quote.
1 vote -
Toggle download option for recipients on sent documents
The ability to toggle document download option for recipients even after the document has been sent.
1 vote -
1 vote
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the Signature string Word feature to convert this signature into a PandaDoc document
the Signature string Word feature to convert this signature into a PandaDoc document
1 vote -
Variable questionnaire
The ability to have recipients complete a questionnaire before opening a document which would place those answers within variable/fillable fields
1 voteHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support team via your PandaDoc account. For more information, please click the link below!
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Folder with files uploaded to a document
Option to have a folder you can see all files uploaded to a document
1 vote -
1 vote
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Set a default workspace on each Salesforce object
we are hoping to link two different PandaDoc workspaces to the Contract tab on Opportunity and the Contract tab on Account in Salesforce.
For example,
Contract Tab on Opportunity -> Test1 (PandaDoc Workspace)
Contract Tab on Account -> Test2 (PandaDoc Workspace)1 vote -
pre-select item in quotes and lock it so that the customers won't be able to edit it
Pre-select the product for the client in quotes and lock it so that they cannot edit it.
2 votes
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