3784 results found
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customize SMS verification
customize SMS verification
6 votes -
Zoho Pass custom fields from quote to a pricing table
I would like to grab the products and custom fields like VAT and Terms into the documents via Zoho integration when creating a document from a Quote. Some of them can be sent only with the deals, but my use case doesn't work with creating Deals. I tried sending from the deals module but this doesn't work as deals doesn't hold the pricing/product data like the quotes module does.
4 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Copy and paste fields
There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.
Manually adding multiple initials to documents that are 30-50 pages is very time consuming.
Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?
8 votes -
Ability to see which user made an edit/ change to an item
Ability to see which user made an edit/ change to an item
3 votes -
Resend document to approver/ "ping" or notify approver or send a reminder to approve document
Resend document to approver/ "ping" or notify approver or send a reminder to approve the document
13 votes -
Ability to share a document link with non recipients
Ability to share a document link with non-recipients
7 votes -
Add option to create product variations
It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…
10 votes -
Categorize / Group PandaDoc contacts
Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.
38 votes -
Include "expiration date"/"renewal date" into the report.
Include "expiration date"/"renewal date" into the report.
3 votes -
MS Teams: all users' notifications
Option to see all users' notifications from all workspaces within MS Teams
2 votes -
Allow Collaborators to use search function
Allow Collaborators to use the search function for documents that have been shared with them.
7 votes -
3 votes
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Option to enable multiline via API / Make
- Will allow the user to enable multiline text in API or Make
3 votes -
Conditional fields - automatically fill out the value of another field
Conditional fields - automatically fill out the value of another field
5 votes -
Option to get the links of all documents created when downloading in CSV file
- option for the user to get the link of all of the created document via downloading it in csv
3 votes -
2 votes
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Option to use custom variable/variable on pricing table
- Will allow the sender to add custom variable on the Pricing table
18 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Skipped Optional Radio Buttons/ Checkboxes Warning
The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.
5 votes -
Mobile app for EU servers
Option to use mobile app in case you have EU server
9 votes -
3 votes
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