7067 results found
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Do not allow to open documents from the Slack notification
Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification
2 votes -
Choose which workspaces send notifications to Slack
Select which of the workspaces send notifications to Slack
2 votes -
2 votes
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Preview document without variables
Ability to have a blank version of the document, like a "preview " as if the variables were not filled.
2 votes -
Deactivate team member invitations that have been sent out by users who have been removed from the workspace
Right now, a user can send an invitation -> be removed from the workspace -> the invitation can still be accepted. This request is to have a functionality that would deactivate that invitation when the user who sent it has been removed from the workspace.
2 votes -
Adjust/ change payment schedule after signing.
It would be great to have more dynamic options to adjust payments schedule.
1 vote -
Export csv for one document created from form
To download the CSV file for one form response, not for all responses from one form
2 votes -
Allow Auto-numbering in regular tables
Allow Auto-numbering to be used in regular table. This is useful for testing documentation (such as Factory Acceptance Test Protocols) where each row needs separate, automatically generated, test reference number.
1 vote -
Show Workspace Names for Users under All Users
Rather than displaying how many workspaces a user is party to under Settings > All users, please show the name of the workspace so it is easy to locate their files.
1 vote -
All users tab: show user roles
Please show the user roles assigned in the user list.
1 vote -
Integration with Dazos
Integration with Dazos
1 vote -
Totals from PricingTable1 can automatically become selections (products) for PricingTable2
PricingTable1 builds the quote and the Total generated from this table becomes a variable that can go into the 'Full Payment' option in Table2
3 votes -
Conditional smart content based on pricing table values: if multiple conditions are met, add all CLIs
If Product A is added to the pricing table, add CLI "A", If Product B is added to the pricing table, add CLI "B". However, if you add products "A" and "B" to the pricing table, only one of the content library items will be pulled.
2 votes -
Ability to send a notification reminder for a invoice document that is created from PandaDoc.
Customer would like to have the ability to send a notification reminder for a invoice document that is created from PandaDoc.
As per customer :
I should say that we do not use any of suggested payment gateway.
We just use an international swift payments thought the bank account.
So invoice is not linked to stripe, paypal etc.
It’s just a document which we provide for the client to pay our services.
Is there any chance to have this useful service with the reminders for that kind of documents in a same way that we have it for the contracts?2 votes -
Passcode: Prepopulate the passcode
The ability to autogenerate the passcode and not manually type it in the system.
2 votes -
Show indicators of headers/footers when text blocks overlap
Would like there to be an indicator similar to estimated PDF notification when a text block overlaps the header/footer.
1 vote -
Enable ways of organizing the tasks inside the Room by date so it appears to the client in the correct order.
It would be great if we could organize the tasks we have in the Room by date, or any other way we'd like, by just sorting it, like we do in the rest of the app. Right now we have to drag them to place in the order we need, which can work for some, so it shouldn't be blocked, but doing it automatically would save a lot of time.
1 vote -
Disable Payment Dashboard Icon
Would like remove the icon to have less "noise" within the PandaDoc platform
1 vote -
Follow up flow for a document
Currently Pandadoc quotes are clunky - relies on remembering all your quotations. Follow up is key to understand the client has not had issues with receiving the quotation etc...
If Pandadoc is really serious about improving this space a followup sequence needs to be implemented i.e. suggest 3 follows 1st is courtesy, 2nd is there anything we can do to move the sale along, 3rd is we're here for you but if you are not currently able to follow through please get in touch with us when you are ready. We need to be able to set dates for the…
1 vote -
Allow mapping to different HubSpot fields in pricing table
Allow mapping to different HubSpot fields in pricing table:
This is a major pain point for us. We can only use deal line items to populate Contracts and have to manually populate Sales Proposals because we can't use the same line item description for both documents. The description in the pricing table of contracts needs to meet legal requirements, whereas the description in the sales proposal needs to be easy to understand and not full of legal jargon.
We have a double work load with every sale due to this restriction.1 vote
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