7112 results found

1. Option to see who deleted the document in Audit Trail like in EV1
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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Enable redlining for the attachments

   Enable redlining not only for the document itself, but for the attachments that goes together as well.

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   Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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3. Redlining - Keep the document Grand Total

   Grand Total value should not disappear from a document that was subject to the redlining process

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4. Add TransferWise for payment option in PandaDoc

   add TransferWise for payment option in PandaDoc

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   Idea  ·  1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →
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5. sending a document out only after a payment is submitted

   sending a document out only after a payment is submitted

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6. Pull Salesforce documents under Notes&Attachments into PandaDoc

   Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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7. Edit documents withour resetting document analytics
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8. Show the exact time document status was updated in Analytics (not 15 hours ago, but an accurate time)

   See exact date and time of document completion in the web view

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9. Option to resize the workspace icon

   Option to resize the workspace icon

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   Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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10. QQ Email Support

    Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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11. moving a drop-down field in a more convenient way
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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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12. Use API to integate Pipedrive with PandaDoc

    To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.

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    Idea  ·  0 comments  ·  API  ·  Delete…  ·  Admin →
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13. Self-sign notifications

    Ability to toggle the self-sign notifications off when sending the document

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14. Basecamp

    Native integration with Basecamp https://basecamp.com/

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15. Price locking in product catalog

    Price locking in products in catalog

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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16. Templates showing in a specific order when creating a document
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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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17. Internal window

    The option that allows to open an additional page with the e-signature and then gets back to the document.

    Is there a way to setup a "Click Here To Agree" to the Terms Of Use paperwork that would open them up in a new Window, allow them to Scroll through to to bottom where it has the eSig, then when it's signed bring them back to the initial eSig document?

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18. Send autoreply when the document is completed (Hubspot integration)
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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19. Partially mask fields

    Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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20. Email optimization for Ms Outlook

    Optimize the incoming emails to avoid cropped views, etc.

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