6887 results found
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Quote builder: pull products from CRM when quote builder is added via Smart content
Option to populate products in Quote Builder within Smart Content upon document creation from CRMs
2 votes -
Set expiration date instead of number of days
The ability to indicate a specific date for document expiration instead of putting in a number of days.
2 votes -
Send Document Option from Add Recipients Screen
One Click Sending. When creating a new document from a template, it would be nice to have the option to send from the add recipients screen rather than having to click continue, open the document in PandaDoc, and then click the send button.
2 votes -
Add new recipients not in the contacts yet in the recipient group in the "Use Template" pop-up.
Add new recipients not in the contacts yet in the recipient group in the "Use Template" pop-up.
2 votes -
ZUGFeRD/XRechnung
Ability to generate invoices in the ZUGFeRD or XRechnung format.
2 votes -
Option to Display Only Selected Document in Bundle Menu
Right now the client sees all three documents in a row underneath each other. I want them to just have to click on the document on the left panel and only see the pages of the one they click on, instead of all offers underneath each other.
2 votes -
To include cc'd users in the email received by signer
It would also be good to have an option to include the cc'd emails to the email notification being received by the signer of the document.
2 votes -
Nutshell CRM: Cross-Object Variables
The option to use cross-object variables in Nutshell, such as pulling variables from the People object when creating a document from the Company object.
2 votes -
Editable document name label (located near the first page in content) for single documents
The ability to click and change the document name page label which is located next to a document page is available only for bundles (single document name can be change only via changing document title).
The feature request is to make document name label clickable/editable for single documents as well.
Picture https://drive.google.com/file/d/1DdT7samkFR-p_h3HN-eVs8na62Lw3CUE/view?usp=sharing
2 votes -
Update documents after completion
To have the ability to update documents, annexes for example, after the document has been completed.
2 votes -
Add recipient link instead of internal document link to the Active Campaign
add recipient link instead of internal document link to the Active Campaign
2 votes -
Ability to build a report based on the Creator. Do not break down the report to list each document.
Essentially would like to download an exact copy of the report that you see in PandaDoc. Do not want to break down to list each document individually
2 votes -
Ability to show a discount a separate row
I want the discount to show as a separate row and not column in the pricing table
2 votes -
Add Smart Content in a table
The ability to add Smart Content inside a table.
2 votes -
[API] Get Org ID
Option to get organization ID via API
2 votes -
Automatic Data Transfer Between Documents and Templates
A feature that automatically recognizes and transfers data from one document into another template/document. For example, applicants regularly send us their CVs, then we have to rewrite them to our template so that they all look the same and remove the personal data.
2 votes -
2 votes
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Filter documents by expiration date
Option to have an expiration date as a filter under the Documents tab
2 votes -
2 votes
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Disable Document Sequence for Duplicated Documents
Option to prevent the document numbering sequence from running when a previously executed document is duplicated.
2 votes
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