7095 results found
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Option to hide options in the ellipsis
- Option in hiding download convert template etc
1 vote -
sending another document based on recipient's chosen product from initial document that was sent
A document will be sent to the recipient; the recipient will choose a product; another document will be sent to the recipient related to the product they had chosen.
2 votes -
Easier way to send reminders
- will allow the user to have the option on manage and action button using the ellipsis
2 votes -
customize SMS verification
customize SMS verification
6 votes -
Pass files from CRM to Pandadoc
- Option to pass files from CRM to pandadoc
3 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.
3 votes -
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 have a field not required then a rule or option to make required
Ability to have a field not required, then have a rule or option that says, if a box is checked all specific not required fields are then required.
1 vote -
Document forwarding - Auto populate email recipient / contact for easy process
Have the ability to auto-populate recipient/contacts to easy fill it out or fasten the process of forwarding.
5 votes -
Add sub-bullet points to the bullet points in the catalog.
Now it is only possible to have bullet points in the description, but there is no way to add sub-points under bullet points. Could we add bullet points to the bullet points in the catalog?
1 vote -
Change Billing Address when Paying for PandaDoc via PayPal
The ability to change the billing address when paying via PayPal for a PandaDoc account.
1 vote -
Copy/paste feature for fields (not duplicating or multiselect)
copy/paste feature for fields ( not duplicating or multiselect)
3 votes -
Ability to take a picture of signer + ID at point of signature vs uploading picture of ID
We need a feature that allows the user to take a picture of himself at the moment of the signing vs just uploading a picture of signer's ID
3 votes -
Salesloft Integration to send PD created briefs as part of a marketing cadence
Integration with Salesloft to send PandaDoc created documents as part of a marketing sequence or cadence
2 votes -
Conditional Feature that will allow the signer to view second page after signing first page
- Will allow the signer to view the next page after they sign the initial page
3 votes -
Custom role ability to add/remove users
The customer wishes for the custom role to include the capability to add and remove users, as well as modify their licenses.
1 vote -
Option to access the document directly using notification/inbox
- Will allow the user to access the document directly using the notification from the inbox
1 vote -
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 -
Different pricing tiers per product
Will allow the user to set different pricing tiers per product.
1 vote -
Option for Tailored discount
- will allow he user to set tailored discount based on a specific factor
2 votes
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