7336 results found
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1 vote
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Custom Role: ability to create documents only from shared templates in document wizard
Custom role permission:
I would like the user to ONLY be able to create a document from a shared template in document wizard, but not access the templates page.1 vote -
Option to switch off "Collaborator requests access" notification for Admin users
Option to switch off "Collaborator requests access" notification for Admin users.
7 votes -
Pull currency symbol into the text column from CRM to PandaDoc
Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)
2 votes -
2 votes
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Embedded form: hide the section on the top of the form that displays a recipient's email address
Embedded form: hide the section on the top of the form that displays a recipient's email address
1 vote -
Option for the recipient to edit the tax column in the quote builder
Option for the recipient to edit the tax column in the quote builder
1 vote -
eVault
Integration with eVault solutions
9 votes -
Ability to customize button placement within document level
i.e the ability to change where certain buttons are placed like the download/print button.
3 votes -
Integrate Survey Monkey or other Quiz apps
Native integration with Survey Monkey or apps for quizzes.
1 vote -
Show full template/ document names in the list
Some templates might have the same title beginning, so it's crucial for us to show the full template name in the template menu.
Maybe it's possible to make a collapsible menu block on the left so that longer template titles are shown
1 vote -
HubSpot: if checkbox is checked when the variable is filled
can I also check or uncheck boxes conditional on some field in Hubspot. E.g. I add a checkmark field that is ticked when the field [Contact.FirstName] in Hubspot is filled?
1 vote -
Check the delivery error by email via API/Webhooks
check the delivery error by email via API/Webhooks
3 votes -
Option to enable multiline via API / Make
- Will allow the user to enable multiline text in API or Make
3 votes -
Conditional fields - automatically fill out the value of another field
Conditional fields - automatically fill out the value of another field
4 votes -
Remove the window that allows users to send document without filling them out
Making sure that all variables are filled out (even manually) avoid the users to select other options like sending document with blanks or empty variables.
3 votes -
When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups
When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups. Many of the pricing tables and table blocks break or show in document has divided. Each user needs to review the document before sending it out.
3 votes -
Add a tooltip to display the full variable name
A tooltip when hovering over the variable that displays the full variable name in the variable section at the right panel of the PandaDoc application
2 votes -
Analytics for embedded form
The ability to see analytics i.e traffic through different applications based on embed forms on a web page.
1 vote -
1 vote
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