4274 results found
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Allow phone numbers on the form pop up
Allow phone numbers in the pop up that appears when a form is opened
1 vote -
Pull info from the text of the doc into the pricing table (price portion)
The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.
1 vote -
Allow individuals outside the workspace and PandaDoc to be able to review documents (not approval workflow)
For example -- an individual would like a colleague to review a document (but not have to approve it for it to be sent out) who is not in the workspace and does not have a PandaDoc account.
1 vote -
restrict uploads to certain users
restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document
1 vote -
Support Vidyard custom links to paste videos
support vidyard custom links (available on the Enterprise plan)
1 vote -
1 vote
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1 vote
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Linked Content / Content Version Management
Its great to have the file upload option form online storage.
As an additional option would it be possible to authorize access then link to an external resource within a template? This could be limited to pdf documents and accessed in a similar way to the YouTube integration.
This would save users time transferring files and PandaDoc paying for additional storage capacity.
It could also allow for content versions to be managed externally.
For exampleyou have a partners logo pdf on Box.Net
this is linked in all the templates you want it to be shown
if you change partners
…1 vote -
Dynamically pull images/field data from LogicGate program
Dynamically pull images/field data from LogicGate program
1 vote -
1 vote
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1 vote
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Context menu on pricing table
Trying to get to the context menu for an individual row in a pricing table (shown in attached screenshot) is unreliable and frustrating. The arrow only appears on hover, but not instantly and not every time. I need to click in and out of the row, hover my cursor on and off the field multiple times before I get the arrow to appear. Since this is the only way to access essential features like deleting a row or enabling an optional item, this arrow should be permanently visible, not just sporadically on hover.
1 vote -
Assigning Sections of Document to Internal Team
Customer would like to have the ability to assign specific sections of a document to their internal teams to work on.
1 vote -
1 vote
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Remove card details field for users
Have the option to remove/hide card details field for users to add to docs.
1 vote -
SFDC - Prevent document based on a field or stage
Hide the "New Document" button on the pandadoc widget based on some field logic or opportunity stage.
1 vote -
Toast POS
Toast Restaurant POS integration
1 vote -
Color Code Tabs
I have different tags to documents, which has helped differentiate just by looking at the tab, but if we could pick a color for a created tab that would be beneficial.
1 vote -
1 vote
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Template Gallery: Resume
Add a resume template to the Template Gallery
1 vote
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