6307 results found
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Export in CSV file draft documents, include Draft document into the reporting
export in CSV file draft documents
3 votes -
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
3 votes -
pull content library items
provide content library item id, name and other properties when pulling template details from GET request.
in content placeholders section?"content_placeholders": [ { "uuid": "", "block_id": "Content Placehoder 1", "description": "" },
{
"uuid": "",
"blockid": "Content Placehoder 1",
"description": ""
},
{
"uuid": "",
"blockid": "Content Placehoder 1",
"description": ""
}
],3 votes -
Lock down restrict editing of the Document Title
Ability to lock down or restrict editing on Document Title
3 votes -
3 votes
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flag/alert/notification for when a discount is applied in a document
flag/alert/notification for when a discount is applied in a document
ex. salesperson is approving documents without reviewing the discounts applied.3 votes -
Change color of check mark on pricing table
Be able to change the color that the check mark on a pricing table is when downloaded. Currently, it downloaded grayed out, which is difficult to see when printed.
3 votes -
3 votes
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Line numbers: automated line numbers generated along the left margin of the document as in MS Word
to have automated line numbers generated along the left margin of the document as in MS Word https://support.microsoft.com/en-au/office/add-or-remove-line-numbers-b67cd35e-422c-42eb-adc9-256ca9802e22
3 votes -
Option using zapier to update catalog items
Option using zapier to update catalog items
- this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
3 votes -
ability to lock the permission to change description to the products for users in catalog
ability to lock the permission to change description to the products for users in catalog
3 votes -
3 votes
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When a document is complete (wet signature) would like to upload multiple docs when changing the status
When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status
3 votes -
Data Merge Pricing Table: Change the date format
I was wondering if you can help us with the pricing table and the date fields. The service start date and end date are taken from HubSpot. The problem we have here is that the date format is not the way we want.
If you check this document you will see that the format is yyyy-mm-dd. But we would like to have it as dd-mm-yyyy. How we can make sure that the format is set to the preferred state
3 votes -
Forwarding two signatures to different signatories
An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.
3 votes -
3 votes
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Search for page numbers in page reordering menu
Search for page numbers in page reordering menu
3 votes -
Saved messages for Approval process: custom notification for approval
saved messages for Approval process
3 votes -
Finish Button on Documents with No Fields
Even if there are no actions for the recipients, but the recipients should still have access to a ‘Finish’ button to confirm the completion.
3 votes -
Ability to use different PayPal accounts within one PandaDoc workspace.
Ability to use different PayPal accounts for different templates within one PandaDoc account.
3 votes
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