6931 results found

1. Apply pricing table number of decimals to calculations also

   At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.

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   0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

2. Automation: select document creator when using automation to send another document

   When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)

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   1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

3. Allow recipients the ability to edit the document, potentially add extra documents, and send to an internal team for review before signing
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   0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

4. Google Calendar

   Ability to integrate with Google Calendar to use automation like sending documents.

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

5. Mandate Recipient passcode verification

   Mandate recipient passcode verification so that we don't have to tick this setting everytime we create a document. "I have this ticked in the workspace settings. But when a document is created, we still need to go in and tick this setting. "

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   2 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

6. Salesforce Contact role additional Fields mapping

   Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

7. Ability to strike through text or content.

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

8. Replace unfilled variables with blanks when creating docs via API
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   0 comments  ·  API  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

9. Hibob HR Software

   Hibob HR Software integration

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

10. Generate a template link

    An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.

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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

11. Redact feature in editing

    Option to redact part of the text in the document

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    3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

12. Restrict Editing of Smart Content similar to Content Locking

    Smart Content needs to have the option to be restricted. I believe the point of Smart content is so that we may reduce the number of templates.

    We would like to make sure our sales reps cannot change the Terms and Conditions when sending out a document.

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

13. refresh the TOC automatically when headings are inserted, modified or deleted

    refresh the TOC automatically when headings are inserted, modified or deleted; or during any other stage (selecting content from smart content, etc).

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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

14. Search in the Actions Required tab of Home page

    Would like the ability to search within the Home screen sections, like the Actions Required tab.

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    1 comment  ·  Usability Improvements  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

15. Present Mode - resize

    more options to resize Present Mode

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

16. Ability to mark all inbox in PandaDoc mobile version as read or unread.

    Ability to mark all inbox in PandaDoc mobile version as read or unread.

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

17. When sending a document to multiple signers to have a message for just one signer.

    When sending a document to multiple signers to have a message for just one signer.

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

18. Expand the interoperability of suggested edits ( comments ) and API

    • Add a unique identity to every comment (GUID)
      • Add all Comments to the "Get Document Details" API Payload
      • Add all Comments to the Webhook Payload
      • Add new Webhook events for when comments are added, updated, or deleted
      • Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
      • Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
      • Add features to perform bulk actions on all Comments for Resolve or Clear/Delete, for both UI and API
      • Our [Created a Document Link] API currently accepts a role-name as its main target. Expand the input parameters to allow for an optional collaborator target, that is not assigned to a specific role, that would allow for the collaborator view to be embedded into our clients custom web apps (basically simulating the link that we can manually send out to collaborators now)

    • Add a unique identity to every comment (GUID)
      • Add all Comments to the "Get Document Details" API Payload
      • Add all Comments to the Webhook Payload
      • Add new Webhook events for when comments are added, updated, or deleted
      • Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
      • Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
      • Add features to perform bulk actions on all Comments for Resolve or Clear/Delete,… more
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    1 comment  ·  API  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

19. Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.

    Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

20. PayPro/Przelewy24

    If you're looking seriously at the Polish market it would be a great idea to integrate with PayPro/Przelewy24 as a payment gateway.

    It's an online payment system everybody here uses and loves. Especially the BLIK functionality. Very convenient.

    The integration should be simple enough.

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    3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded