6888 results found
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pull the variables from various boards / objects and use them across the PandaDoc document
pull the variables from various boards and use them across the PandaDoc document
3 votes -
download a template to a .docx from the template list
Ability to download a .docx of template from the main template list
3 votes -
3 votes
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Ability to automatically pause a subscription
Allow the option to pause an account automatically for a set period of time, such as a seasonal hold.
3 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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The ability to show the customer a payment amount that is less than 100%.
When the customer is making a down-payment (less than 100% of the pricing table total) -- show this in the pricing table (somewhere near the total)
3 votes -
3 votes
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Update/Replace sent document (source file) without editing a sent document.
when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.
3 votes -
SMS Verification for Bundles
Be able to add SMS verification to bundled documents.
3 votes -
change column name in csv when importing products into pandadoc catalog
change column name in csv when importing products into pandadoc catalog
3 votes -
connect 2 PandaDoc accounts to Pipedrive at the same time
connect 2 PandaDoc accounts to Pipedrive at the same time
3 votes -
[Reporting] Export in CSV file draft documents, include Draft document into the reporting
export in CSV file draft documents
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 -
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 -
Display revenue on completed documents in Reporting.
Need to have an ability to display revenue on completed documents per month or other specified period in Reporting.
3 votes -
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 -
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
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