7085 results found
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Master workspace templates for franchise and partner roll out.
Would like to copy the workspaces and templates to another franchise.
ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templatesThis could be scaled for enterprise accounts as they roll out to franchises and partners.
3 votes -
Track Negative Revenue Reporting Without Deleting The Document
We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.
7 votes -
password for downloaded pdf/docx
Will allow the user to set a password on the downloaded completed document
3 votes -
be able to preset pricing table in a template and update certain values like qty in API document creation
customer use case is to pre-set a pricing table with product name and price. when a call to create a document from that template is made they would like to only pass a qty value from their crm instead of having to build out the table dynamically each time
1 vote -
disable upload file option
Having the option to disable to upload file option within the PandaDoc editor
for end-users to not be able to add new documents1 vote -
2 votes
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Ability to collect deposit via Authorize net before completing the document
Option to collect a deposit from clients before they receive a finalized agreement. Flow: the client signs, pays and then we will sign.
2 votes -
Home Tabs with Pricing Values
Bringing back the value to the Home Tabs
1 vote -
Search for documents in the Home Screen
Have the ability to search for a document in one of the home tabs.
2 votes -
Ability to add all catalog products into the pricing table.
Ability to add all catalog products into the pricing table.
1 vote -
pass Pipedrive product image to PD pricing table
pass Pipedrive product image to PD pricing table similar to PD catalog
8 votes -
5 votes
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Pricing table: apply discount to the line item tax total
Option to apply discount to the line item tax total
1 vote -
BambooHR integration: List active and not active employees
BambooHR integration: List active and not active employees.
1 vote -
Previously used CSV file in bulk send
Customer would like PD to remember the CSV file that they previously use before in bulk send
1 vote -
Reporting feature option will only export the email of the recipients
- Will allow the user to export the email of the recipients using the Reporting feature
1 vote -
Show a document status on the downloaded PDF
Show a document status on the downloaded PDF
4 votes -
Document search filters- display all folders containing the key word as results of the search
Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.
It would be good if folders with the key word in titile were showing in the search results as well.
2 votes -
Form with Optional Second Signer
Here is a use case for a form with an optional second signer.
Create a form that has an optional parent or guardian signature that can be accessed with conditional logic, when the form filler selects a checkbox that they are under 18. Currently, if we create a secondary role, it's always needed and not optional, and we would like the parent / guardian signature to be optional based on the form filler's age.
3 votes -
Option to set logic for how the fields are copied
When duplicating fields, sometimes they appear below the original field, while other times they appear above it. It would be great if the copied fields didn't jump up into an area that is already populated.
1 vote
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