7302 results found
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Track Proposal Price without requiring that price be in a price block.
Sometimes the pricing table is too clumsy and and not editable enough to allow it to be used. In such situations, we simply include a price in a token. But doing it that way, that price is not calculated or included in tracking. So it would be very helpful to allow pricing to be tracked by a special token (or several) instead of them only being tracked when used in a pricing table, especially if that pricing table is not used.
2 votes -
1 vote
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1 vote
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Content Library search inside a folder
Content Library search inside a folder
13 votes -
Make Variable Field Type Boxes Expandable
I have to type a paragraph or more into some variable fields each time I send an estimate. I realize that there are other text field options, but variable was used on purpose for formatting reasons. Please make the text box expandable so that I dont have to select and scroll back through the text each time I need to edit, its a nightmare!
8 votes -
Using Shared Templates to Create Documents in CRM
Currently, Editor 2.0 Templates shared across Workspaces cannot be used to create new Documents with integrations. Can only be created in original Workspace. However, it is currently possible with EV1 Templates. Customers would like this ability with EV2 as well.
6 votes -
ability to extend a dropdown field
ability to extend a dropdown field as it works with any other fields
6 votes -
resize multiple images in a template
Ability to select two or more images and set them to an equal size ratio
5 votes -
misleading ads
In short PandaDoc didn't confirm that I would be charged when I clicked the button. It just said that I would need to upgrade. I felt kinda shady or unethical.
1 vote -
Ability for page number to show left or right
Ability for page number to show left or right
22 votes -
1 vote
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profit&margin variables
ability to use pricing tables profit&margin variables
7 votes -
Sage 200
Integration with accounting software like Sage 200
5 votes -
Adjust / reduce the spacing (move closer) between two blocks
Ability to adjust the spacing between bullets and text
19 votes -
Custom Manager Role edit Member allowed to view
Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.
3 votes -
AccuLynx
integrate with AccuLynx
1 vote -
Clone account Roles
A way to clone current account roles and edit their permissions for custom account roles
1 vote -
6 votes
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Theralytics and Gusto
My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.
2 votes -
1 vote
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