7266 results found
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Import Folder to Content Library: upload multiple files to content library
Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.
30 votes -
2 votes
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add multiple pricing tables in once document created via Salesforce
add multiple pricing tables in once document created via Salesforce
4 votesThank you for your idea! I've analyzed your request about adding multiple pricing tables in documents created via Salesforce.
It appears this functionality is already available through our Merge Rules feature. You can define which items should appear under pricing tables and quote builder sections using this functionality.
For detailed instructions on how to configure this, please check our support article: https://support.pandadoc.com/en/articles/9714724-salesforce-map-quote-builder-columns-with-fields
If you're looking for something different than what Merge Rules offers, or if you have a specific use case that isn't covered by the current functionality, please leave a more detailed comment explaining your needs.
Alternatively, I'd be happy to schedule a short meeting to better understand your requirements.
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Use images in saved messages
Use images in saved messages
8 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Zapier automation that notifies when someone leaves message in chat
Zapier automation that notifies when someone leaves message in chat
1 vote -
1 vote
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1 vote
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55 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Signing order for CC recipients: CC person view first then only the signer recipients need to sign
Signing order for both for CC recipients and signers
9 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Option to convert /transfer info of normal table to the pricing table
Option to convert /transfer info of normal table to the pricing table.
-Will allow to convert or tranfer the data from a table to the pricing table
4 votes -
use the API to combine templates
For example, the main contract as a template and then if this specific package requires a Prepayment Addendum then we can call an endpoint to add that template to the end of an existing document
2 votes -
Update/Replace sent document (source file) without editing a sent document.
when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.
3 votes -
SMS Verification for Bundles
Be able to add SMS verification to bundled documents.
3 votes -
When both Order and Contract have been completed set status to Closed in Salesforce
When both Order and Contract have been completed set status to Closed in Salesforce
1 vote -
Automatically align selected fields
Automatically align selected fields
15 votes -
To "unhide" the option to cancel.
The current navigation to the cancelation button is very difficult. It's displayed in settings > Billing which wasn't obvious for the client.
1 vote -
2 votes
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1 vote
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Redlining: ability to enable / disable suggestions for certain recipients only.
Ability to enable suggestions for certain recipients only.
5 votes -
One Step Signing: weblink that a customer can click and sign in one step, rather than a long document they need to fill in
Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.
2 votes
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