7208 results found
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Tab through table cells / blocks to update block text
It's be helpful for all user workflow efficiency to be able to "tab" to the next cell in a table to update the text.
4 votes -
Remove "powered by pandadoc"
Be able to remove the "Powered by PandaDoc" branding in recipient experience
4 votes -
4 votes
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Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.
Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.
4 votes -
Dropdown functionality under Content Blocks
Currently, there are limited options under Content Blocks, such as Text field, table, and pricing table. The issue that we are facing is that the document creator has too much flexibility to enter what they want in a text block. It would be very beneficial when they could select an option from a dropdown menu, which has been set up at template level. This also prevents issues with triggering smart content items based on the rules due to typos.
4 votes -
2 way sync with Active Campaign
Option to link documents from PandaDoc to Active campaign
4 votes -
Attachment on email body: use attachments in saved messages
Can I add an attachment to that message while in the PandaDocs environment?
(email body before sending document via email)
4 votes -
Form-Secondary-Recipient's Email Notification
If the Form Primary Recipient's email already exists under the workspace contact list, the name of the Form Owner is used to send an email to the Secondary recipient inviting them to sign the document. Instead, the system should always use the name of the Primary Recipient.
4 votes -
Subtotal for multi-selected pricing table blocks across a document
Subtotal options when working with multiple pricing table blocks - be able to tick some of the blocks and reflect their subtotals
4 votes -
4 votes
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Allow specifying sender email address with Whitelabeling
The ability to show the sender's specific email address when Whitelabeling is enabled instead of just the organization's custom domain.
4 votes -
add multiple pricing tables in once document created via Salesforce
add multiple pricing tables in once document created via Salesforce
4 votesThank you for your idea! I've analyzed your request about adding multiple pricing tables in documents created via Salesforce.
It appears this functionality is already available through our Merge Rules feature. You can define which items should appear under pricing tables and quote builder sections using this functionality.
For detailed instructions on how to configure this, please check our support article: https://support.pandadoc.com/en/articles/9714724-salesforce-map-quote-builder-columns-with-fields
If you're looking for something different than what Merge Rules offers, or if you have a specific use case that isn't covered by the current functionality, please leave a more detailed comment explaining your needs.
Alternatively, I'd be happy to schedule a short meeting to better understand your requirements.
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Option to convert /transfer info of normal table to the pricing table
Option to convert /transfer info of normal table to the pricing table.
-Will allow to convert or tranfer the data from a table to the pricing table
4 votes -
4 votes
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Have document separated in pages by default
Option to create documents in page layout view instead of one long doc: Pandadoc seems to favour creating one long doc, like a webpage - I know you can add page breaks but it would be good to just have the option to work in a page layout view, like you would in google docs or something - the 'add page break' feature is a bit annoying, if I only intend to create a proposal or contract as a PDF, why not let me design it as such with pre-payout out pages.
Thanks
4 votes -
Default Text Box / Blocks size
Ability to see the width of a given box and than adjust the others until they are the same width
4 votes -
4 votes
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Hide unchecked line items within the pricing table if they're not selected. Show only selected ones by Recipient
Option to reveal selected items on the pricing table
4 votes -
Swedish Localization
Localization in Swedish
4 votes -
Edit Form Responses
Ability for a recipient to edit a form response after the form has been completed instead of having to resend a new blank form. I.E. A typo or missing information.
Ability to add a note or reason for the sender asking the recipient to edit their form response.
4 votes
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