3951 results found
-
Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates
limit which templates / template folders a user can access
124 votes -
121 votes
-
Salesforce true 2 way sync
When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.
116 votes -
114 votes
-
Ability to Change Time Zone for a Signature Certificate
The option to change time zone for signature certificate.
110 votes -
Variables contain formulas: variable calculations
Calculate variable values based on math and text operations: use other variables, plain text, numbers, pricing table, and quote values to get to a new value.
Some examples would be
1. Generate document name variable based on template name, customer company name, deal value and expiration date.
2. Generate text based on a list of items a customer selects in a form, pricing table, quote or fields.
3. Calculate a downpayment size using document value and a custom multiplier.
4. Generate a new date based on a date in another fields or variable by adding a number of days/months to…110 votes -
Payment reminders
Possibility to send a payment reminder to the recipients in Editor 2.0
106 votes -
Permissions for specific documents: Private documents (Password protect documents internally)
Have an option to create a private document where only the account owner/user can have an access to.
Restrict/lock documents from other Admins View.106 votes -
Move documents across workspaces and keep the statuses
Is there anything on the pipeline that will make this easier for us to move documents across workspaces?
105 votes -
Downloading attachments along with the document they are attached to
Download attachments with PDF
104 votes -
Different Header/Footers for Each Page
Option to set the different header/footers for each page or to delete the it at all.
104 votes -
Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers
Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd
96 votes -
Add up multiple pricing tables to create a summary table
The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.
94 votes -
Export Field Data into CSV or Excel file
Allow for information put into fields to be exported as a CSV or Excel file.
94 votes -
Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page
Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page
Ability to enable a limitation that won't allow creating pages longer than they'll be displayed within the PDF version of the same document.
93 votes -
Override Approval: vacation setting (Allow Admins to force approve or reject document approvals)
Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
Let us know how important this feature is to you.93 votes -
Image Editing Capabilities (crop, rotate, flip etc)
Edit images in library (i.e. crop, rotate, color etc.)
93 votes -
Set Variable formatting passed from CRM (commas in variables)
Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.
93 votes -
Edit a sent document and save without resending
Availability to edit a document after it was sent out and save the changes.
92 votes -
Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate
ability to disable Signature Certificate for completed documents
89 votes
- Don't see your idea?