3829 results found
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Conditional fields: 'Hide these fields' option along with 'Show these fields'
The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.
At the moment we have the following parameters:
When Checkbox1 is checked
Then 'Show these fields'However, the customer would like to have another option - 'Hide these fields'.
19 votes -
Option to switch off "User joined workspace" notification for Admin users
Option to switch off "User joined workspace" notification for Admin users
19 votes -
Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms
Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms
19 votes -
Option for column totals in the pricing table
Option for column totals in the pricing table
19 votes -
Link document multiple objects in CRM (Hubspot, Pipedrive, etc)
Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.
19 votes -
Adjust / reduce the spacing (move closer) between two blocks
Ability to adjust the spacing between bullets and text
19 votes -
19 votes
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Mass export variables
Ability to mass export variables list from the document or the template.
19 votes -
Link documents from PandaDoc to Zendesk Sell
Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce
19 votes -
Lever
PandaDoc integration with Lever (HR Recruiting software/CRM)
19 votes -
Field with tokens (like Ev1)
Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).
19 votes -
Drop-down field to select several options
Drop-down field with the possibility of selecting several options.
19 votes -
Table Design
Option to only highlight certain lines in a table, not the entire border.
19 votes -
[CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables
The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.
19 votes -
Option to remove PDF page break to download the page as a whole
Option to remove PDF page break to download the page as a whole
18 votes -
Conditional logic for Qoute Builder
Will allow the user to set conditional logic for Qoute builder
18 votes -
Download specific pages of a document
Be able to download a completed document's specific pages, to share separately.
18 votes -
Set Document Value thru API
It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
{
...
document_value: 123456,
...
}18 votes -
Add documents to a bundle
Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document
18 votes -
More comprehensive pricing table design settings
Have pricing table global design settings (section header typography, text typography, description typography) also available in design settings of a single pricing table
18 votes
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