7018 results found
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Fill in data fields automatically based on variable input.
Input that is added to a variable will fill in the matching data field
3 votes -
1 vote
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assign an approver to an entire room as well as to a regular folder
Ability to assign an approver to an entire room, rather than to individual documents. They would like to have a team member draw up the documents, add to a room, and then once all 7 documents are ready for review, send an email to the manager, who can then review and send the room to the client. They would prefer the notifications to be applied to only the whole room, and not individual emails for each document. And ability to assign an approver to a regular folder?
1 vote -
4 votes
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Edit template in automation
Ability to edit template without creating a new automation. Edit "When" not just "Then" section.
1 vote -
Ability to choose which documents statuses show in the tabs on the Home screen
Currently, there are preselected statuses chosen for each tab (Actions Required, Waiting for Others, Finalized) on the Home screen. Would like to ability to change these.
3 votes -
Ability to share contacts across workspaces
My company has several departments that operate as independent business units, so I've created workspaces in PandaDoc for each department. Most of our clients are also shared between these various departments, so we would like to be able to enter a client in one workspace, and then make that client available in any/all of the other workspaces so that someone in another department doesn't have to re-enter client information. This will help streamline our processes and make PandaDoc much more user friendly for our teams.
4 votes -
Filter timeline by user
Ability to filter the timeline by user/document owner.
1 vote -
Download as HTML
Ability to Export PandaDoc document as HTML
2 votes -
Ability to edit the installment date after the 1st payment has been made
Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.
2 votes -
Grey Out Unselected Items in Quote Builder
In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.
4 votes -
Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually
Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually
2 votes -
Edit Company Name in all contacts
Have the ability to search by company in Contacts and edit company name in all contacts
1 vote -
Follow Up Boss
Integration with Follow Up Boss
2 votes -
Salesforce formula field - using a dynamic Template + Opportunity for document name
For example, if the aim is for the document name to be Template Title + Full Name (field in the opportunity). It's not possible right now to do this because the field wouldn't know the name of each Template being used
1 vote -
Disable auto numbering
Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,
2 votes -
integration with coda.io
integration with coda.io
2 votes -
Disable Product Image Preview in CPQ
When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.
2 votes -
Modify iframe design when using embedded links
The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.
1 vote -
Partial Editing Permissions for Member Roles
This feature would enable team members with Member roles to make necessary adjustments to templates, such as updating certain fields/blocks, without needing full editing access to the entire template.
2 votes
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