7271 results found
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2 votes
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2 votes
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Template on PD mobile app
Customer would like the template to be accessible in the PandaDoc mobile app in their iPad
4 votes -
Auto placement of fields for SSN
Auto placement of text fields especially on a form containing SSN should be place per SSN box and not a whole text field.
3 votes -
SalesForce on iPad template/document view
Customer would like to have the ability to take out the template or document view from the SalesForce app on their iPad
1 vote -
Smart content value pass through Zapier
Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content
4 votes -
Option to Edit the price in Volume Pricing
- Will allow the user to be able to change the price that is set in volume pricing
5 votes -
Product bundle: SKU
Option to see the SKU of the bundle products in the bundle itself
1 voteHi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team.
Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.
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Approval before completing the document
We need an additional approval stage before the complete stage. It seems like a quite common area in other platforms but I can't find where I can edit this workflow.
1 vote -
Unbundle bundled templates
to un-bundle a Template Bundle back into individual Templates
3 votes -
Link CRM products to Catalog
Option to link products from CRM to the Catalog in PandaDoc. So you can select CRM products in the pricing table the same way you select products from Catalog.
1 vote -
See who is included at the signing level of a document
When you include someone in a document, put little round bubbles to show people's pictures to show you who was included. It would be nice to have a little green indicator around those circles if they are in the document to show that they are actively in there. Kind of like Google Docs when someone is in there, you can see who is in there. The circles are already there so you'd have to indicate a little differently like a green circle around them or something.
3 votes -
Ability to bulk download signature certificates exclusively.
Ability to bulk download signature certificates exclusively.
3 votes -
Ability to name each quote in a document and rename variables for each quote
Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc
2 votes -
2 votes
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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 -
2 votes
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1 vote
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Global search
Have a global search bar that shows the results on all features with that Keyword (documents, templates, CLI, contacts, ...) just like the search from SFDC
1 vote -
Ability to remove the green arrow sign for the volume-based pricing products.
Ability to remove the green arrow sign for the volume-based pricing products.
1 vote
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