7112 results found
-
Ability to generate URL for filtered documents list or set up default filtering options on workspace level
I want to create a URL favorite for my browser so when I pull up PandaDocs my documents will only show viewed and sent documents without having to click the status filters
2 votes -
Ability to access and delete from the inbox on mobile
Ability to access and delete from the inbox on mobile
2 votes -
remove grey background from text field when the document is opened for the recipient
remove grey background from text field when the document is opened for the recipient
2 votes -
Disable automatic webhook deactivation
Do not deactivate webhook automatically even if HTTP 4xx client errors occur
2 votes -
2 votes
-
Can we put the Total before discount as an option in pricing tables?
Can we put the Total before discount as an option in pricing tables?
I think it would be nice to be able to show a summary of the kind of discount our clients are getting just in case they need that extra nudge to sign.
2 votes -
Pinch
Include Pinch as payment gateway
2 votes -
Add the ability to turn on/off the hovering "required" or "optional" field on the client's end.
It is intrusive to have the "optional" and "required" words pop up with each field when filling out a document. Would be nice to have the option to turn this off.
2 votes -
Option to pull value from Pipedrive Deal custom field to the pricing table
Option to pull value from the Deal custom field to the pricing table in PandaDoc
2 votes -
conditional fields based on CRM field value
For the conditional fields to be activated as soon as the property is filled in HubSpot no matter what is filled in.
2 votes -
Ability to change the header's alignment in quote builder.
Ability to change the header's alignment in quote builder.
2 votes -
Document details
To remove the functionality when you click on the properties icon and click on the blank space between the document body and the right panel, it will show the Template or Document Details
2 votes -
Ability to transfer document ownership when a document is created in Zapier
It would be useful to be able to have the ownership of a document changed to someone else on a team such as a coworker / employee when it's created in Zapier.
2 votes -
2 votes
-
Update PandaDoc Document Status based on Salesforce Opportunity Stage
So we are currently able to update the Salesforce Opportunity Stage when the status of related PandaDoc Document is changed (i.e. PandaDoc Document Completed = Opportunity Stage Closed Won) but we would like the ability to do the opposite. The use case here is we would like to mark all outstanding "sent" documents as 'Declined' when we move the related Salesforce Opportunity as Closed Lost. This will ensure there are no outstanding documents "hanging out" that are related to dead sales opportunities.
2 votes -
Public templates: Adding a PhD proposal template
Adding a PhD propsal template on the Preloaded template
2 votes -
Option to create a list of completed document on Hubspot
Option to create a list of completed document on Hubspot
- will allow the user to create a list or view the list of the completed document in HubSpot
2 votes -
Automation for Zoho: if I select the Zoho CRM Checkbox then a Page or Block with all that informations about the product would appear
Selecting a Zoho CRM Checkbox on a Page or Block, and all the information about the product would appear automatically in the PandaDoc Proposal.
2 votes -
Require variables to be filled without the option to replace with blanks
It would be useful to require variables to be filled out before sending a document, and restrict the ability to replace them with blanks.
2 votes -
add "Are you sure" feature when accidentaly hit the ESc or X button while editing the document so the updated info won't be lost
Edit Document - accidentally hit the ESC button and lost all the updated info that were edited - make sure you guys fix this system so if someone accidentally hits the ESC button, it deletes everything they've been editing for over an hour. There should be an "Are You Sure" feature when this type of thing happens. I know, we build software for our customers.
2 votes
- Don't see your idea?