7005 results found
-
Remove access to the 'renewal' functionality on a template for certain users.
Remove access to the 'renewal' functionality on a template for certain users.
Example: We have a PandaDoc integration in Salesforce. When sales reps configure and send out a template, there is an option under Settings to update the renewal logic of a template. I would like to remove users' ability to influence renewal logic.
1 vote -
Open Document button
In the document email, the whole button is not a link, only the words, Please make the whole "open document" button a link
1 vote -
to restrict how a field is edited –($2,000 for instance) and allow for this figure to only be increased and never discounted
to restrict how a field is edited – In this instance, we have a minimum fee ($2,000 for instance). To allow for this figure to only be increased and never discounted.
A rep will be able to alter the $2,000 figure to $2,500 but not $1,900 (as an example).1 vote -
Cover Page Width
A way to adjust the Cover Page Width to be the same size as all documents
2 votes -
Ability to Build lists in HubSpot using PandDoc status option
Would like the ability to create a list via HubSpot contacts and use the status option from PandaDoc to build contact lists based on their document status.
2 votes -
Use same set of radio buttons across pages
Drag radio buttons from one page to another (for options that are one page long each)
13 votes -
2 votes
-
Ability to increase the number of decimals within product catalog
Ability to increase the number of decimals within product catalog
6 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!
[Hyperlink]
-
List / sort folders in alphabetical order
List folders in alphabetical order
6 votes -
Payment Options Mail a Check
The client wants the recipient to have the option to check off Mail in a Check or pay via Credit Card.
4 votes -
Quote builder: ability to restrict adding certain products to certain templates
Quote builder: ability to restrict adding certain products to certain templates
1 vote -
Limit rights for collaborators
Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only
3 votes -
Have the option to change the document status manually from the Dashboard / Home.
Have the option to change the document status manually from the Dashboard / Home.
12 votes -
Set the recurring payment to stop after certain period or number of iterations.
Option to collect payment on the payment gateway
- will allow the user to view or collect payment within the document
3 votes -
Conditional fields for API
Conditional fields for API
Option to use conditional fields in API
7 votes -
Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).
Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).
6 votes -
Customize Start / Finish button text
We'd like the ability to customize the button text. For example "Submit Contract" or "Accept".
8 votes -
Duplicate a "checked" checkbox
The ability to copy or duplicate a checkbox already selected / checked off would be useful.
1 vote -
Pull items from content library as an attachment/hyperlink
Currently when we pull an item/content from the content library it will occupy a page in the document you are currently working, adding a feature that will enable customers to pull content from the library and make that content as an attachment to an existing document would be really helpful. Customers can get a way with their local storage or 3rd party cloud storage and utilize the library as their single repository.
10 votes -
Stop PandaDoc from scrolling to the top of the document when formatting is changed
When content formatting is edited, PandaDoc scrolls back to the top of the page, interrupting workflow. An option to stop this scrolling is needed.
1 vote
- Don't see your idea?