4285 results found
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Smart Content with "OR" conditional rule, when using variables
When using Smart Content with conditional rules, would like to have the ability to have another rules "OR" that I can combine with "IF" and "THEN".
22 votes -
Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.
It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.
16 votes -
Allow for Catalog Items to be inserted, updated, listed, and deleted through the API.
Allow for Catalog Items to be inserted, updated and deleted through the API. Allow a product list to be retrieved via API from the catalog.
38 votes -
google docs redlining/ Contract negotiation using google docs
Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.
14 votes -
Option to sync product catalog item updates into pricing tables within templates automatically
Having the option to be able to automatically sync product catalog updates into templates where the item is already inserted into a pricing table would be helpful to eliminate needing to update the items manually on multiple templates.
16 votes -
Table of Contents Numbering recognize PDF Page Breaks
Currently the Table of Contents numbering does not recognize a PDF page break as a new page number. This should be changed so that tables of contents recognize page breaks in their numbering. If not, then page breaks should just move content onto a new blank page and eliminate the estimated PDF page break so that numbering is accurate. I currently am having to manually create page breaks in my 30 page document and cut/paste content so that my table of content is accurate.
15 votes -
[Import from CRM][Salesforce] Update pricing table
The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).
15 votes -
hide currency symbol in the pricing table
hide the currency symbol in the pricing table.
14 votes -
12 votes
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Add default option for Date > Autofill with Signing Date
Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.
Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.
11 votes -
Slack Channels - Receive Pandadoc Notifications.
Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.
18 votes -
Custom payment dates in recurring payment
Custom payment dates in recurring payment
- will allow choosing dates when the recipient will settle the payment, aside from weekly, monthly, or quarterly/annual
21 votes -
Multiple selection for radio buttons
The option to enable multiple selection for radio buttons
9 votes -
Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
10 votes -
Option to remove PDF page break to download the page as a whole
Option to remove PDF page break to download the page as a whole
9 votes -
Conditional logic for fields that will allow text blocks to appear when condition is met
Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.
22 votes -
multiple renewal reminders
i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document
8 votes -
quote builder layout
more options for quote builder layout like the current pricing table layout
16 votes -
Ability to adjust table row height
Ability to adjust table row height
10 votes -
Role for Recipient Approver
Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.
7 votes
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