7144 results found
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Scan for Automatic Renewal Date
Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.
2 votes -
Link quantities in pricing table
The ability to link multiple quantities together in a pricing table - for example, if the recipient doubled the quantity of one item, another item quantity would automatically double.
1 vote -
Linking the contact role in D365 to the role on the template
Linking the contact role in D365 to the role on the template
1 vote -
Internal notes or comments on a document/template
We would like to have an internal note on a document
14 votes -
1 vote
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Document approval defaults for all documents
I want 100% of the document going out to be approved.
I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.5 votes -
Add the option to prompt the CC recipienst to view the document
is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?
2 votes -
Notification once a user turns off the Email Attachment
Notification once a user turns off the Email Attachment.
1 vote -
Check the Box will make the text field next to it as a requirement
Check the Box will make the text field next to it as a requirement.
2 votes -
1 vote
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Zendesk Sell Show Lead Documents After Conversion
Documents in Zendesk Sell that were created during the Lead process should be viewable in the PandaDoc integration after the lead has converted into a sale.
2 votes -
1 vote
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1 vote
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1 vote
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Document analytics for content blocks - marketing
Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.
3 votes -
No need to assign a specific payer/payers on a document
Anyone with access to the document can pay an assigned amount
No need to specify the payer's email address4 votes -
Ability to type in a date field
It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.
It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.
6 votes -
send the document to recipients first before sending for approval
send the document to recipients first before sending for approval
4 votes -
Customize Left and Right Border for Page
Enable a left and right border like the header and footer that allows for customization of the left and right border in addition to the header and footer. Allow for images and bars to frame the page.
2 votes -
1 vote
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