6544 results found
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CompanyCam
We would love to be able to pull images right out of CompanyCam and add into our proposal!
5 votes -
Drift + PandaDoc
PandaDoc + Drift.com would provide a huge value to customers.
PandaDoc customers would receive notifications when prospects are viewing a proposal and answer questions directly within chat.
Customers could be routed to the representative that sent the proposal.
CRM would reflect both interactions providing teams with better insights on messaging.
1 vote -
Edit Approval Workflow without editing doc
Customer would like to be able to change the approval workflow after sending without editing the document first.
19 votes -
1 vote
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1 vote
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1 vote
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2 votes
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single row table
A single row table would be very helpfull for a sum on a quate
3 votes -
1 vote
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Lock ability to create a document from an existing sent document
Create a setting to block the ability for users to create a document from a sent document.
Idea is to force them to convert the sent document into a template or use an existing template.
This would reduce the possibility of client data transferring to another document.2 votes -
Recipient names can be set by other recipients
You can send documents to a recipient, and they can set the other recipient names/emails
2 votes -
Tab through variables before sending them out to the recipient
We need to tab through variables quickly
Before sending out the document to a client, we need to complete the variables and then send them out. It would be helpful to our workflow to be able to tab through quickly.4 votes -
option for adding BBC recipients within PandaDoc
option for adding BBC recipients within PandaDoc
2 votes -
2 votes
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Non-editable text block in PDF uploaded via API
Add ability to pass non-editable fields in PDF. This was documented before in https://developers.pandadoc.com/reference/new-document#create-document-from-pdf, as "text" type field in "PDF Field Tag Supported Types", but removed as it was not working. There's no other way to pass non-editable field via PDF upload, and that forces to use templates for such feature, which is inconvenient for end user.
1 vote -
Personalize/Change the Form Web Link that is shared
customize the words of the form link
3 votes -
Bulk/multiple approval of documents
To be able to approve multiple documents that were generated via bulk send feature.
3 votes -
Currency validation field
Having currency as one of the options for the field validation (email, phone number, social, etc.)
8 votes -
Ability to pull products from Insightly
Insightly integration doesn't allow the customer to pull products (they have had to do their own API integration); was told by Insightly that it had to do with us still being on the old version of their API
1 vote -
self sign links
Ability to generate a link to the document when you are self signing a document
1 vote
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