7012 results found
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1 vote
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Lock down restrict editing of the Document Title
Ability to lock down or restrict editing on Document Title
3 votes -
Accept Variables with Blank Value in Smart Content
The functionality to see a variable has a value or is blank within a smart content block
5 votes -
7 votes
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Pass collect files field to CRM: Option to attached uploaded items on the document to the CRM
Option to attached uploaded items on the document to the CRM.
- Will include attached item in document when link to CRM.
1 vote -
HubSpot merge rules: automatically create table section for each category specified in CRM
To avoid any products potentially not being pulled in from HubSpot in case there is no merge rule created for this product to be pulled into specific section. Option to create a rule: for each variation of “category “in the listed products, then the system creates a table section for each category and places the products from that category into that section? Including a section for products with no category.
1 vote -
Smart content: set a pricing table out of 3 as an automatic source of payment
When the pricing tables are added via Smart content, set up automatically which table will be the source for the payment.
2 votes -
Notifications setting via PandaDoc Mobile App
enable/disable notifications setting via PandaDoc Mobile App
11 votes -
1 vote
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1 vote
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flag/alert/notification for when a discount is applied in a document
flag/alert/notification for when a discount is applied in a document
ex. salesperson is approving documents without reviewing the discounts applied.3 votes -
Change color of check mark on pricing table
Be able to change the color that the check mark on a pricing table is when downloaded. Currently, it downloaded grayed out, which is difficult to see when printed.
3 votes -
Kajabi
Integration with Kajabi
1 vote -
Hide unchecked line items within the pricing table if they're not selected. Show only selected ones by Recipient
Option to reveal selected items on the pricing table
4 votes -
Collapse content in pricing table: for long text could be hidden/reduced until the recipient clicks on a link/button/widget to open it
in pricing table for long text could be hidden/reduced until the recipient clicks on a link/button/widget to open it
2 votes -
1 vote
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Version history - export/download templates / Ability to print changed versions within PandaDoc UI
version history ability to print changed versions within PandaDoc UI
Provided workaround to print from webpage and change the size of the document.6 votes -
Clear Signature and notify sender if recipient verification code was not entered correctly after the 3 attempts
If the Recipient did not enter the verification code correctly after 3 times, the signature field should be cleared. The recipient should have to resign the document again. The sender should also be notified that the code was not entered correctly.
2 votes -
2 votes
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Collaborator can move a document to a folder
Ability to move a document to a folder from collaborators end.
1 vote
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