7259 results found
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Option to remove the white bar in the embedded document view
When you embed a document there is a white bar at the top which has the document name and a drop down to change the language. If you're not using multi-language documents this drop down option is confusing and renders the whole top bar a waste of space. Option to remove it would be helpful and helps bring the document up the page.
2 votes -
Contract repository: pass data from 'data fields' to CRMs/Zapier
Contract repository: pass data from 'data fields' to CRMs/Zapier. For example, there is a data field named Claims Number, and it is not a variable on the document itself. The data field is filled and the client would like to be able to process this data in Zapier (similarly to variables).
4 votes -
Thumbnail/preview on recipient analytics on mobile app
add a thumbnail preview underneath the percentage of time spent to know what slide that is.
1 vote -
Profit&Margin permissions: limit access for certain users
Ability to hide the purchase and margin option for certain users.
1 vote -
quick reminder button right from document list viewing by status
When filtering documents by status, make a buulk reminder button when selecting all docs and also a quick reminder button when clicking the 3 dots on the right of each doc
1 vote -
Smart Forms: pre-fill using web link
Able to use the prefill values using direct web link feature similar to classic forms feature within the Smart form
3 votes -
Genie AI Integration
Option to integrate with Genie AI
2 votes -
Preview pptx files in Rooms
Preview pptx files in Rooms
2 votes -
Pricing table: added row with product image via API
This feature is really important!
1 vote -
3 votes
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Link two text fields so text continues from one field to another
Link two text fields so text continues from one field to another
2 votes -
set optional item in PipseDrive
Set the item as optional in Pipedrive, sync to PandaDoc as optional and be added to the pricing table as optional automatically
1 vote -
Once a document is completed, can I have it update an opportunity with the file in Copper?
Once a document is completed, can I have it update an opportunity with the file in Copper?
2 votes -
'In progress' Document Status
Requesting adding a new status so that once a document signatory process has started there's a new status after viewed called in progress
2 votes -
auto-place fields using the mobile app
auto-place fields using the mobile app
2 votes -
add the settings in the pricing table so a few products are already automatically preselected
add the settings in the pricing table so a few products are already automatically preselected
2 votes -
Pipedrive upload PDF of documents other than Completed in History
Right now, the History in a Pipedrive deal will only show PDFs of documents in completed status, not any status
1 vote -
Enhanced 2-Way Product Sync between Salesforce and PandaDoc
Currently you have an automation that updates Salesforce Opportunity Products if there are changes made to certain fields in the PandaDoc (e.g., Discount, Line description, Quantity and Sales price), when a status changes to either Sent or Completed.
It would be good to be able to update Opportunity Products in Salesforce, the entire products or parts of a product, and then be able to update the table in PandaDoc to avoid double handling. If I want to remove a product from PandaDoc, I also have to remove it from Salesforce and vice versa.
6 votes -
share room templates between workspaces
Is there a way to share Room templates between workspaces like there is for Document templates
2 votes -
Download option in the home dashboard
Make the download option available on the Home dashboard.
3 votes
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