7513 results found
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export document data
export document data on waiting for signatures into excel
13 votes -
Update PandaDoc Document Status based on Salesforce Opportunity Stage
So we are currently able to update the Salesforce Opportunity Stage when the status of related PandaDoc Document is changed (i.e. PandaDoc Document Completed = Opportunity Stage Closed Won) but we would like the ability to do the opposite. The use case here is we would like to mark all outstanding "sent" documents as 'Declined' when we move the related Salesforce Opportunity as Closed Lost. This will ensure there are no outstanding documents "hanging out" that are related to dead sales opportunities.
4 votes -
Ability to copy forms into another workspace
It would be helpful to be able to copy forms into other workspaces.
8 votes -
Public templates: Adding a PhD proposal template
Adding a PhD propsal template on the Preloaded template
2 votes -
Option to create a list of completed document on Hubspot
Option to create a list of completed document on Hubspot
- will allow the user to create a list or view the list of the completed document in HubSpot
2 votes -
drag content blocks between pages easily
drag content blocks between pages easily
8 votes -
hide certain users from the list of users in a workspace
Can we hide anyone without a “@companydomain.com” email address from the list of users within a workspace?
1 vote -
Public templates: manufacturing agreement
Can you create a template for the manufacturing agreement?
1 vote -
Keep records of old user licenses
Be able to disable a user account, but still see a record of all past users and see the history of their documents.
1 vote -
Automation for Zoho: if I select the Zoho CRM Checkbox then a Page or Block with all that informations about the product would appear
Selecting a Zoho CRM Checkbox on a Page or Block, and all the information about the product would appear automatically in the PandaDoc Proposal.
2 votes -
Require variables to be filled without the option to replace with blanks
It would be useful to require variables to be filled out before sending a document, and restrict the ability to replace them with blanks.
2 votes -
[Bulk Action] import tags
Bulk import tags.
1 vote -
Ability to pull all the tagged documents only within the folder you're currently in.
Ability to pull all the tagged documents only within the folder you're currently in.
1 vote -
When the document's status changes - > move the deal to the CUSTOM stage via Automations feature
When the document's status changes - > move the deal to the custom stage via Automations feature
3 votes -
'Search Bar' in move documents
There should be an option to 'SEARCH' for folders here in the moving document prompt. We have to scroll endlessly when i have to move a file starting with the alphabets which are latter in the sequence.
6 votes -
When I send a contract with "Document.ExpirationDate" field to my manager for approval, this field is blank.
"Document.ExpirationDate" should be visible to the approver of a document with a note saying this will be populated once sent to client and reference the settings on the document eg. "the date will automatically be populated with an expiry date 7 days after the date it is sent"
1 vote -
restrict adding/editing product catalog for some users
how can I restrict access to adding items in the product catalog without changing the account role
1 voteHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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content library in mobile app
ability to add contents from the content library in mobile app
6 votes -
add "Are you sure" feature when accidentaly hit the ESc or X button while editing the document so the updated info won't be lost
Edit Document - accidentally hit the ESC button and lost all the updated info that were edited - make sure you guys fix this system so if someone accidentally hits the ESC button, it deletes everything they've been editing for over an hour. There should be an "Are You Sure" feature when this type of thing happens. I know, we build software for our customers.
2 votes -
Increase the number of images per catalog item
Increase the number of images per catalog item
1 vote
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