5360 results found
-
Smart content: display product based on variable value (conditional)
Option to show the product in the pricing table if the value in the variable meets the condition (for example, is the value is true, then display the product)
2 votesLindsey Schocke responded
-
Option to convert a document (quote) into an invoice
Ability to convert documents/document information into an invoice
6 votes -
Limit access to Template/Documents regardless of license type
Allow the owner of a document to select who can view the document regardless if they have Admin access.
7 votes -
iFrame error details
iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"
1 vote -
change the color of the download button
change the color of the download button for the documents created via API
3 votes -
Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to
Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to
1 vote -
Make .docx downloads support fillable fields when they are filled out.
Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!
7 votes -
[API] Ability to populate the content with both Variables or Fields
As of now the ability to populate the content with variables is available in https://developers.pandadoc.com/docs/create-with-content-placeholders-from-template#structure-your-document-details, but not when including fields.
When the fields are inside the template itself they populate successfully with the values provided, However, in the smart content block the values are not populating.
2 votes -
Ability to create custom automations on the document level
Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.
21 votes -
Access to document analytics via API
I would like to be able to access the document level analytics for the recipients such as last viewed date, quantity of times viewed, time spent, and times downloaded. Most importantly is the last viewed date and quantity of times viewed. I want to be able to pull that information into my CRM and set tasks for follow up, for instance when a document has been viewed 3 times in the last month, it would then be considered a hot opportunity and a task would be autogenerated for a sales person to call.
4 votes -
5 votes
-
Auto-populate contact roles from Dynamics
Auto-populate contact from the dynamics when creating a document (as it works in SF).
1 vote -
2 votes
-
Settings to modify the fields/text size by numerical input
Settings to modify the fields/text field size (Length & Width) by numerical input
2 votes -
Table of Contents: Left Side Navigation While Editing
Our team works with complex documents consisting of multiple sections. The ability to display the Table of Contents on the left side navigation while the document is being built/edited would be extremely helpful. I understand how to turn that on for display when viewing the completed document, but is there a way to have this function during document creation?
3 votes -
1 vote
-
Pre-fill a text field with a variable
Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.
12 votes -
Move all Variables in the same formatting/placement from one document to another.
Save Variable Placements/formatting on uploaded PDF's. This way if a PDF needs to be re-uploaded there is an easy to move all of the Variables from the current document/PDF Upload to the new upload PDF.
6 votes -
notification for Acc Owner when invite for collaborator has been sent
Acc owner receives notification once an invite for a collaborator has been sent
1 vote -
Pass Recurring Payments from SalesForce to PandaDoc Quotes
Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.
4 votes
- Don't see your idea?