7567 results found
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Installment: Allow custom percentage or percentage with decimal
Right now, when setting up installment schedule, you can only set whole number percentages. Allow custom percentage or percentage with decimal like %5.2
1 vote -
Custom Hyperlink colors in the Quote Builder
Allow folks to choose what colour hyperlinks are.
1 vote -
Allow uploaded .DOCX files to be editable using https://www.npmjs.com/package/pandadoc-editor
It's currently not possible to make uploaded .docx file editable using the PandaDoc Editor NPM Library: https://www.npmjs.com/package/pandadoc-editor
We would like it to work the same way as within the native PandaDoc application.
we should be able to make .docx files editable using this NPM Library2 votes -
move a quote builder on a cover page
Inserting/moving the quote builder block on the cover page of your document,
2 votes -
On the document viewer page add a link to force out a reminder email.
On the document viewer page add a link to force out a reminder email. Allow for the multi-selection of documents to bulk email reminders to multiple signers.
On the dashboard, include an overview of sent documents that remain unsigned, listed in order of which will expire first.1 vote -
Updating Catalog from Proposal
I have an entertainment company in Las Vegas. I use PandaDocs to send out proposals to my clients. I utilize the catalog feature to organize the various talent, acts, and activations we offer to our clients. I’d like to suggest a few changes to the platform that would enhance my process and make it more efficient and user-friendly.
When I add an item from the catalog to a proposal, I often find that the item requires updates. It would be beneficial if I could update the item directly in the proposal and then sync the update back to the catalog.…
1 vote -
Reporting: Custom date ranges that go to a future end date
Have the ability to start a report that ends at a future date without having to alter the custom date each time. For example, Today is February 13th and I would like to create a report for this quarter that collects data from the start of the year to the end of March for the first quarter, then start a new report for the next quarter, etc.
1 vote -
Auto-update "existing" templates and documents once content library item is updated
enable this option for existing templates and documents, not just new ones.
1 vote -
Enable image resizing flexibility on content and cover pages.
Request to add flexible image resizing functionality on standard content pages and cover pages
1 vote -
Include "Optional" field in the document signing wizard (The yellow "Next" button).
Right now, the "Next" button only takes the signer to the required fields. If there are any optional fields in between, they will skip it.
Provide a way to include "Optional" fields when the signer is pressing the "Next" button, so that they won't miss it.
1 vote -
Move Text Block with Arrows Keys
Can move text blocks using arrow keys
1 vote -
Populate the product description from Pipedrive from Products -> Variation -> Comment
Populate the product description from Pipedrive from Products -> Variation -> Comment, currently it is passed from Deal -> Products -> Show details -> Comment.
2 votes -
Pass the default "Billing Start Date" field in HubSpot to PandaDoc Quote Builder/ Pricing Table
I would like to know if billing start date will eventually be available in the quote builder.
3 votes -
Adding HubSpot line item properties to the Quote Builder
Could we have the feature to add custom line item properties as columns to the quote builder? We are able to do so using the pricing table.
1 vote -
Get a pop-up notification from the app when one of your clients signs a contract
Get a pop-up notification from the app when one of your clients signs a contract
2 votes -
Allow sorting of folders and documents within folders A-Z
Be able to sort folders and documents within folders A-Z. Like Windows Explorer. When you get a long list of customer project, it becomes cumbersome and inefficient to find what you need. Should be able to click in the column header to sort, Best would be to have both the folder/document title, date created. So people can readily find either by name or by newest or oldest. Very surprised PandaDoc does not have this, it's such standard software functionality. Feels like some program barely out of it's first beta, to be honest.
1 vote -
Ability to configure conditional content directly via the embedded API.
Support for configuring conditional smart content content blocks directly via the embedded API.
3 votes -
Custom Role - ability to enable or disable permission to share via link
Add a permission to custom roles that allows the option to enable or disable the document sharing via link feature.
3 votes -
Automation: Create a lead in Salesforce once a document is signed
Automation: Create a lead in Salesforce once a document is signed
2 votes -
Allow multiple checkboxes to apply conditional logic to the same variable
Allow a way to add multiple rules for the same field.
Eg, they would like it set up so that if you select either one of multiple check boxes, it will show the same variable. In this case, it's selecting either C Corp, S Corp etc to then prompt someone to enter their EIN as shown here:
1 vote
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