5387 results found
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AND operator in conditional smart content
Would like to have an AND operator when using conditional content to populate content library items in a template.
19 votesValeryia Baranava responded
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salesforce - pandadoc logs
Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?
3 votes -
Copying a document from the document page
Give an ability to copy the document from the document page. Ideally to have this function available when a client clicks three dots.
7 votes -
Ability to download the documents to a local storage automatically on the daily basis.
Ability to download the documents to a local storage automatically on the daily basis.
2 votes -
Sort templates when creating new document
The functionality to sort templates in alphabetic order when creating a new document
8 votes -
Catalog Items as Blocks
Be able to put catalog items into the body of your document, not just inside a pricing table. Retain name, description and photos.
3 votes -
The ability to have conditional logic with template roles.
Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.
2 votes -
2 votes
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Sort Product Catalog by importance
Ability to sort the product catalog based on most used or most important items
2 votes -
change the image order in the image library
change the image order in the image library
3 votes -
drag and drop series of checkboxes
drag and drop series of checkboxes
5 votes -
fields within rows should not shift while removing rows from the table
fields should not shift while removing rows from the table
5 votes -
Compile documents of merged HubSpot objects
When merging two HubSpot objects (B to A), the PandaDoc Document links are lost and never merged into object A.
5 votes -
The ability to edit fields as you are using the 'Tab' button on the keyboard to navigate.
Currently, when you use the 'Tab' button on the keyboard to navigate through fields on a document, you still have to click into the field to edit it. This feature request is to ask for the process to be more seamless as PandaDoc users are working through a document that may have many fields.
12 votes -
3 votes
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Smart Content - Selection between One long page or Separate pages
Enhance the current logic of Smart Content — specifically, to give document creators more control over whether content is populated as a single page or across multiple pages (regardless of whether it's a cover page, uploaded content, or multipage).
4 votes -
Add questions before the form
Add questions before the form about recipient to gather data before the recipient begins filling out a form.
2 votes -
Connect two separate CRM accounts to one PandaDoc workspace.
Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.
7 votes -
ability to use invites to other workspaces when SSO is enabled
currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace
10 votes -
6 votes
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