5383 results found
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Change the default screen for creating a document: Make My templates a default page when creating documents
Be able to set the preferred screen for when you go to create a document. Instead of the Quick Access tab, would like to be able to set the default to seeing My templates when creating a document and set this for a workspace. See images for reference:
2 votesValeryia Baranava responded
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1 vote
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6 votes
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Condensed version of documents
A condensed version of the document. For example, internally the client needs only about 3 pages of the 12-14.
Let's say there is a document with 18 pages. A lot of which is marketing and not a specific agreement. Therefore once signed, we only need page 10 once signed. Also, internal finance and logistics departments only need page 10 as well. Therefore, once signed, 2 PDFs are needed: one complete and one, 1 page.
2 votes -
play video in presentation mode after the document is sent
play video in presentation mode after the document is sent
They like to send presentations with the video and content to their clients and review the document together while on a call.
Ideally, once the document is sent, enable the sender to enter into presentation mode and scroll down to the page with the video and make the video playable while in presentation mode.
Here's an example that it doesn't work. https://share.getcloudapp.com/OAujGJ0q5 votes -
Bulk print multiple docs
My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually.
8 votes -
update the close date of an opportunity in Salesforce when a contract is signed.
when an envelope was returned as signed and the opportunity updated to close won it would put the close date to that day. This meant our opportunities are always dated the date it was signed.
5 votes -
1 vote
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HubSpot: Preserve formatting when syncing rich text fields
Customers want rich text formatting from HubSpot fields to be preserved when syncing into PandaDoc. Currently formatting is flattened into plain text, requiring manual cleanup and reducing efficiency.
14 votes -
In the template editor, have a visual cue for if a field is optional or required.
Instead of having to click on a field, then click on properties to see whether or not the field is required, have some visual indication that shows whether a field is optional or required, similar to how the template looks after it is sent.
3 votes -
Search by Document & Template ID
Ability to search for documents and templates by ID.
7 votes -
1 vote
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tiered pricing, (as opposed to volume pricing)
Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
5 x $750 + 15 x $600, instead of 20 x $600.15 votes -
Conditional fields: 'Hide these fields' option along with 'Show these fields'
The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.
At the moment we have the following parameters:
When Checkbox1 is checked
Then 'Show these fields'However, the customer would like to have another option - 'Hide these fields'.
23 votes -
Link a document to Authorize.net payment
Option to link a document to Authorize,net payment
2 votes -
3 votes
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2 votes
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Bulk Send: Download CSV with variable in document order
To be able to download bulk send csv where the variables is arranged the same as how the order of values should be added in document.
2 votes -
Allow the workspace Admin (Owner) to make changes to other users settings (notifications, user profile)
As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.
5 votes -
1 vote
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the screenshot below.
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