3812 results found

1. Web version for mobile

   Improve the web application version for smartphones and tablets: so it is easier to move blocks/fields and resize them (in particular).

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   Idea  ·  0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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2. ability to place a single catalog item to multiple folders

   ability to place a single catalog item to multiple folders

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   Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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3. Total Documents Icon

   Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table

   Pricing Table: Predefined tokens (#2 need)
   Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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5. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col

   Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

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6. Confirmation before sending to added recipient

   At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

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7. Ability to remove custom formatting of the text so that theme settings are applied EV2

   Currently custom formatting is overriding the theme settings and there is no way to remove it

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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8. An email notification about a doc being updated (=edited and resent)
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9. Improve drag and drop in EV2
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   Idea  ·  1 comment  ·  Usability Improvements  ·  Delete…  ·  Admin →
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10. The ability to reassign conditional approvals
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11. improve generated PDF quality
    2 votes

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12. Distinguish recipient status in the doc list
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13. Report for documents with reminders

    is it possible to have a report which documents have an reminder option on please?

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14. Auto Response with template

    A program that Auto responds to customer inquiries in personal emails with a template from PandaDoc

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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15. Customized option to show

    To show only the information related to the section the recipient chooses.

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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16. Tagging of PDF's
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17. Pass formula fields from Freshsales with commas
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18. "Get Started" button in the bottom right corner

    How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.

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19. MS Dynamics: Stakeholder recipient support

    Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.

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20. ability to link a custom field in Salesforce to the grand total (document value)
    2 votes

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