5360 results found
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Zapier: Ability to extract recipient's attachments
Ability to extract recipient's attachments via Zapier.
4 votes -
1 vote
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4 votes
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Automations: Attach PDF to Zendesk sell when PandaDoc document status changed
Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed
5 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Restrict removing the approval for Manager role; allow only Admins to do this
restrict removing the approval fro manager, only admin can do that
1 vote -
Search bar for templates for the Google Workspace Add-On
The ability to search for a specific template when using the Google Workspace add-on. At the moment, it only displays the most recent templates and there is no way to search for older ones.
Workaround: 'Refresh' the template by making slight changes to it or duplicating it to be on top of the list.
1 vote -
duplicate conditional fields with rules
duplicate conditional fields with rules across all pages
2 votes -
Ability to extend the expiration date for the document recipient links.
Ability to extend the expiration date for the document recipient links.
2 votes -
show the VAT (value added tax) and the gross before tax/vat in Quote Builder
It's really important to show the VAT (value added tax) and the gross before tax/vat in Quote builder
14 votes -
Option to revert the transfer of document ownership
- Will allow the user to be able to recall / revert the transfer of document ownership
4 votes -
Ability to send documents with unresolved suggestions.
Ability to send documents with unresolved suggestions.
3 votes -
1 vote
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[Bulk Action] Catalog: Update or change the price for multiple items
update or change the price in bulk in the catalog
1 vote -
Receive Emails, Notifications, Text for any Product Updates
Receive an email or text if there are new implemented feature changes/updates.
3 votes -
Frames for image content block
add and design frames for image content block
3 votes -
Option to disable notification for CC'd recipients
Will allow the sender to disable notification send to CCed recipients
10 votes -
Option for downloaded PDF to have information from the collect files field
- Downloaded PDF has an active collect file field
9 votes -
Assign Approvers for different teams
Ability to assign approvers for different teams. If there are multiple sets of approvers for different teams, and they need the ability to suggest edits as an approver in documents. Currently, if someone makes a comment, the author has to go in, reopen the document, make the edits, and then there's no tracking that edit was made
2 votes -
Ability to choose on the template level which pricing table defaults as the document value
Ability to choose on the template level which pricing table defaults as the document value
2 votes -
Reporting - drill down to the data within the numbers. If a number is displayed, have the opportunity to click the number and view the data
Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
As of now, it's too many steps to click and export a report.
He'd like to have an actionable item from that screen as well.
example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.3 votes
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